Form Il-1041 - Fiduciary Income And Replacement Tax Return
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4Illinois Department of Revenue
2009 Form IL-1041
Fiduciary Income and Replacement Tax Return
Write the amount you are paying.
$_________________________
Due on or before the 15th day of the 4th month following the close of the tax year.
If this return is not for calendar year 2009, write your fi scal tax year here.
Tax year beginning _____
/ _____, 2009, ending _____
/
_____ 20__ __
Step 1: Identify your fi duciary
A
Check the box that identifi es your fi duciary.
Trust
Estate
E
Write your federal employer identifi cation no. (FEIN).
___ ___ - ___ ___ ___ ___ ___ ___ ___
B
Write your name and/or number and mailing address. If you have
an address change, or this is your fi rst return, check this box.
F
Check the box if your residency is not in
Illinois. Attach Illinois Schedule NR.
_______________________________________________________
Name:
G
Check the box if you are an
Electing small business trust (ESBT)
_______________________________________________________
C/O:
Individual bankruptcy estate
________________________________________________
Mailing address:
H
Check the box if you attached Illinois
___________________________
______
__________
City:
State:
ZIP:
Schedule 1299-D, Income Tax Credits.
I
Check the box if you attached Illinois
C
Check the box if one of the following apply.
Schedule I, Income Received.
J
If you have completed Federal
First return
If fi nal, write the date. ______________
Form 8886, check the box and attach
D
Check your method of accounting.
a copy to this return.
Cash
Accrual
Other_________
K
Check the box if you are making
a discharge of indebtedness adjustment.
A
B
Step 2: Figure your income or loss
Benefi ciaries
Fiduciary
1
1
Federal Taxable Income from U.S. Form 1041, Line 22.
______________ 00
2
Federal net operating loss deduction from
2
U.S. Form 1041, Line 15a. This amount cannot be negative.
______________ 00
3
3
Taxable income of ESBT, if required (see instructions).
______________ 00
4
4
Exemption claimed on U.S. Form 1041, Line 20.
______________ 00
5
5a
5b
Illinois income and replacement tax deducted in arriving at Line 1.
______________ 00
______________ 00
6
6a
6b
State, municipal, and other interest income excluded from Line 1.
______________ 00
______________ 00
7
7a
7b
Illinois Special Depreciation addition. Attach Form IL-4562.
______________ 00
______________ 00
8
8a
8b
Related-party expenses addition. Attach Schedule 80/20.
______________ 00
______________ 00
9
9a
9b
Distributive share of additions. Attach Schedule K-1-P or K-1-T.
______________ 00
______________ 00
10
10a
10b
Other additions. Attach Illinois Schedule M (for businesses).
______________ 00
______________ 00
11
11
Add Column B, Lines 1 through 10b. This amount is your income or loss.
______________ 00
Report Column A, Lines 5a through 10a, on Schedule K-1-T, Step 5.
NS DR________
*963601110*
IL-1041 (R-12/09)
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