Form Il-8453 Draft - Illinois Individual Income Tax Electronic Filing Declaration - 2007 Page 2

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Form IL-8453 Instructions
Note: To initiate a payment or refund transaction, the information in
General Information
this Step must be included within the electronic transmission.
IDOR is not responsible if a fi nancial institution rejects a direct
Form IL-8453 is for Electronic Return Originators' (EROs) use
deposit or electronic funds withdrawal transaction.
only. Taxpayers who fi le Form IL-1040, Illinois Individual Income
Some fi nancial institutions
Tax Return, using the Tax-Prep Software method must not use
• may not allow a refund to be deposited into an account if
Form IL-8453.
the names on the account are not the same names that
EROs are required to retain all original IL-8453 forms and
appear on the refund. If a direct deposit fails, a paper
supporting documents at their site for a three year period. The Illinois
check will be automatically issued.
Department of Revenue (IDOR) will request selected IL-8453 forms
for inspection. Do not send any IL-8453 forms unless requested.
• do not allow electronic funds withdrawals from some types of
savings accounts. If an electronic funds withdrawal fails, the
Where do I mail Form IL-8453 if requested for review?
taxpayer will receive a notice from IDOR that may include
ELECTRONIC FILING DIVISION, ILLINOIS DEPARTMENT OF
penalty and interest.
REVENUE, PO BOX 19479, SPRINGFIELD IL 62794-9479
What if I have questions?
Step 4: Taxpayer declaration and signature
If you have questions, write to the address above or call us
The taxpayer must check one of the boxes in Step 4, and sign Form
weekdays at 217 524-4767 between 8:30 a.m. and 5:00 p.m.
IL-8453.
Step -by-Step Instructions
If the ERO changes the electronic IL-1040 return after the taxpayer
has signed Form IL-8453, and the electronic IL-1040 return has not
been transmitted, the taxpayer must sign a corrected Form IL-8453 if
Declaration control number (DCN)
either of the following applies:
The DCN is a 14-digit number assigned by the ERO to each
electronic return. The ERO must enter the DCN only after IDOR
• the net income on Form IL-8453, Step 2, Line 1, differs more
acknowledges the electronic Form IL-1040 as accepted.
than $50 from the amount on the electronic IL-1040 return, or
Step 1: Provide taxpayer information
• the tax on Form IL-8453 Step 2, Line 2, the tax withheld
on Step 2, Line 3, the overpayment on Step 2, Line 4, or the
Print or type the taxpayer's name, mailing address, Social Security
number (SSN) and daytime telephone number. Also, include the
total amount due on Step 2, Line 5, differ from the corresponding
spouse's information (if applicable). Write the SSN(s) in the same
amount on the electronic IL-1040 return by more than $14.
order as on the transmitted electronic IL-1040 return.
For additional information, refer to the Illinois Department of Revenue
Note:
All information on Form IL-8453 must be identical to the
Electronic Return Procedures (IL-1345), through our web site at tax.
information on the transmitted electronic Form IL-1040 return.
Illinois.gov.
Step 2: Complete information from tax return
Step 5: Electronic return originator (ERO) and paid
(whole dollars only)
preparer declaration and signature
1
Net income – Amount from Form IL-1040, Line 13, or
Form IL-8453 must be completed and signed by the ERO. If the ERO
Schedule NR, Nonresident and Part-Year Resident
and the paid preparer are the same entity, the paid preparer box
Computation of Illinois Tax, Step 5, Line 55.
must be checked. When the ERO and paid preparer are different, a
2
Tax – Amount from Form IL-1040, Line 15.
copy of Form IL-1040 must be signed by the preparer and attached
3
Illinois Income Tax withheld – Amount from Form IL-1040,
to the back of Form IL-8453.
Line 17. If the amount is zero or blank, write zero. Do not
Collector: If for the purpose of electronic fi ling, you collected but did
include amounts from Lines 18, 19, 20b, 21b, 22b, or 23.
not prepare the return, sign as the ERO and date the declaration.
4
Overpayment – Amount from Form IL-1040, Line 30.
Complete the business’ information, including the FEIN and tele-
5
Total amount due – Amount from Form IL-1040, Line 34.
phone number. In this case, no SSN or Preparer's Taxpayer Identifi -
6
Filing status – Indicate the same fi ling status as transmitted on
cation number (PTIN) is required.
the electronic IL-1040 return.
Step 6: Required attachments
Step 3: Complete direct deposit of refund or
Attach to the front of Form IL-8453:
electronic funds withdrawal information
• "Copy 2" of all W-2, Wage and Tax Statement; W-2G, Certain
The taxpayer can choose to directly deposit a refund or have the
Gambling Winnings; 1099-G, Certain Government Payments;
amount of tax due automatically withdrawn from their checking or
and 1099-R, Distributions from Pensions, Annuities, Retirement
savings account. The taxpayer must provide the ERO with proof of
or Profi t-Sharing Plans, IRA's, Insurance Contracts, Etc.
account ownership (i.e., check or other fi nancial institution statement
Attach to the back of Form IL-8453:
that includes the routing number (RN), taxpayer’s name, and the
• out-of-state returns, if credit is claimed for tax paid to other states
account number (AN)). A deposit slip is not acceptable.
(IL-1040, Line 19); and
7
The RN must be nine digits. The fi rst two numbers must be 01
• Form IL-1310, Statement of Person Claiming Refund Due a
through 12 or 21 through 32.
Deceased Taxpayer, if fi ling an IL-1040 return on behalf of a
8
The AN may contain up to 17 alphanumeric characters.
deceased taxpayer.
Include hyphens, but omit spaces and special symbols. Write
the AN from the left, leaving any blank spaces at the right end.
Note:
Substitute wage and tax statement forms 4852 (federal or
9
Check the type of account.
Illinois) cannot be attached to Form IL-8453 or submitted later
10
Date the taxpayer authorizes the payment to be electronically
instead of W-2, W-2G, 1099-G, and 1099-R forms. Form IL-1040
withdrawn.
returns that include 4852 forms must be fi led on a paper Form
11
Amount of payment the taxpayer authorizes to be
IL-1040.
electronically withdrawn.
12
Name on the checking or savings account.
This form is authorized by the Illinois Income Tax Act. Disclosure of this information is REQUIRED. Failure to provide this information
when required could result in a penalty. This form has been approved by the Forms Management Center.
IL-492-2741
IL-8453 (R-11/07)

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