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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.

Illinois does not support international ACH transactions. IDOR will

Form IL-8453 is for electronic return originators' (EROs) use

only perform direct transactions (i.e., debit, deposit) with financial

only. Taxpayers who file Form IL-1040, Illinois Individual Income

institutions located within the United States or those not funded by

Tax Return, using the Tax-Prep Software method must not use

Form IL-8453.

international funds. Electronic payments will not be accepted and

refunds will be via paper check.

EROs are required to retain all original IL-8453 forms and supporting

documents at their site for a three-year period. These records may be

IDOR is not responsible if a financial institution rejects a direct

maintained electronically. The Illinois Department of Revenue (IDOR)

deposit or electronic funds withdrawal transaction.

will request selected IL-8453 forms for inspection. Do not send any

Some financial institutions

IL-8453 forms unless requested.

• may not allow a refund to be deposited into an account if

Where do I mail Form IL-8453 if requested for review?

the names on the account are not the same names that

If we send you a letter requesting Form IL-8453 and any supporting

appear on the refund. If a direct deposit fails, a paper

documentation, we will provide our mailing address on the letter.

check will be automatically issued.

What if I have questions?

• do not allow electronic funds withdrawals from some types of

savings accounts. If an electronic funds withdrawal fails, the

If you have questions, call us weekdays at 217 524-4767 between

taxpayer will receive a notice from IDOR that may include

8 a.m. and 4 p.m.

penalty and interest.

Step -by-Step Instructions

Step 4: Taxpayer declaration and signature

Tent. Final

Submission ID

The taxpayer must check one of the boxes in Step 4, and sign

The submission ID is a 20-character number assigned to each

Form IL-8453.

electronic return by the software. If we request the Form IL-8453, you

If the ERO changes the electronic Form IL-1040 after the taxpayer

must enter the submission ID at the top of the form.

has signed Form IL-8453, and the electronic Form IL-1040 has not

Step 1: Provide taxpayer information

been transmitted, the taxpayer must sign a corrected Form IL-8453 if

Print or type the taxpayer's name, mailing address, Social Security

either of the following applies:

number (SSN) and daytime telephone number. Also, include the

• the net income on Form IL-8453, Step 2, Line 1, differs more

spouse's information (if applicable). Enter the SSN(s) in the same

than $50 from the amount on the electronic Form IL-1040, or

order as on the transmitted electronic Form IL-1040.

• the tax on Form IL-8453 Step 2, Line 2, the tax withheld

Note:

All information on Form IL-8453 must be identical to the

on Step 2, Line 3, the overpayment on Step 2, Line 4, or the

information on the transmitted electronic Form IL-1040.

12/5/16

total amount due on Step 2, Line 5, differ from the corresponding

Step 2: Complete information from tax return

amount on the electronic Form IL-1040 by more than $14.

(whole dollars only)

Step 5: Electronic return originator (ERO) and paid

Net income – Amount from Form IL-1040, Line 11, or

preparer declaration and signature

Schedule NR, Nonresident and Part-Year Resident

Form IL-8453 must be completed and signed by the ERO. If the

Computation of Illinois Tax, Step 5, Line 51.

ERO and the paid preparer are the same entity, the paid preparer

Tax – Amount from Form IL-1040, Line 13.

box must be checked. When the ERO and paid preparer are different,

Illinois Income Tax withheld – Amount from Form IL-1040,

a copy of Form IL-1040 must be signed by the preparer and attached

Line 26. If the amount is zero or blank, enter zero. Do not

to the back of Form IL-8453.

include amounts from Lines 16, 17, 18, 27, 28, or 29.

Collector: If for the purpose of electronic filing, you collected but did

Overpayment – Amount from Form IL-1040, Line 36.

not prepare the return, sign as the ERO and date the declaration.

Total amount due – Amount from Form IL-1040, Line 40.

Complete the business’ information, including the FEIN and

Filing status – Indicate the same filing status as transmitted on

telephone number. In this case, no Preparer Tax

the electronic Form IL-1040.

Identification Number (PTIN) is required.

Step 3: Complete direct deposit of refund or

Step 6: Attach required documents

electronic funds withdrawal information

Attach to the front of Form IL-8453:

The taxpayer can choose to directly deposit a refund or have the

• "Copy 2" of all W-2 and 1099 forms (W-2, W-2G, 1099-DIV,

amount of tax due automatically withdrawn from their checking or

1099-G, 1099-INT, 1099-K,1099-MISC, 1099-OID, and 1099-R).

savings account.

Attach to the back of Form IL-8453:

The routing number (RN) must be nine digits. The first two numbers

• Form IL-1310, Statement of Person Claiming Refund Due a

must be 01 through 12 or 21 through 32.

Deceased Taxpayer, if filing a Form IL-1040 on behalf of a

The account number (AN) may contain up to 17 alphanumeric

deceased taxpayer.

characters. Include hyphens, but omit spaces and special

symbols. Write the AN from the left, leaving any blank spaces at

Note:

Substitute wage and tax statement forms (federal Form 4852

the right end.

or Illinois Form IL-4852) cannot be attached to Form IL-8453 or

Check the type of account.

submitted later instead of W-2, W-2G, 1099-G, and 1099-R forms.

Date the taxpayer authorizes the payment to be electronically

Form IL-1040 returns that include 4852 forms must be filed on a

withdrawn.

paper Form IL-1040.

Amount of payment the taxpayer authorizes to be

electronically withdrawn.

Name on the checking or savings account.

This form is authorized as outlined under the Illinois Income Tax Act. Disclosure of

this information is required. Failure to provide information could result in a penalty.

IL‑8453 (R‑12/16)

Form Il-8453 Draft - Illinois Individual Income Tax Electronic Filing Declaration - 2016 Page 2

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