il-1040.pdf
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- Solicitation number
- 27-492DOR-ACCOU-B-52155
- Issued by
- St. Clair County, Illinois
About this file
This is a Invitation for Bid issued by the Illinois Department of Revenue (IDOR) for IL-1040 Individual Tax Return Data Entry Services. The procurement seeks to establish a five-year service contract for data entry services related to the IL-1040 form, which is Illinois's Individual Income Tax Return. The IL-1040 form itself is a comprehensive tax return document that includes personal information collection, income calculations across multiple steps, exemption determinations, tax calculations with credits and deductions, payment tracking, refund processing, and health insurance information sharing options. The form contains detailed instructions for residents, nonresidents, and part-year residents, with specific schedules for various income types, credits, and adjustments.
This procurement is designated exclusively for Small Business Set Aside Program vendors, limiting eligible bidders to certified small businesses. The contract represents a significant data entry initiative, as the IL-1040 form processes multiple categories of income, tax credits including earned income tax credits and child tax credits, state and federal tax coordination, and voluntary charitable donation contributions. The five-year contract term indicates IDOR's need for sustained data entry capacity to manage the volume of individual tax returns filed annually. While specific pricing terms, award dates, and response deadlines are not detailed in the available file excerpts, the scope encompasses comprehensive data entry services supporting Illinois's individual income tax administration and revenue operations.
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Illinois Department of Revenue
Individual Income Tax Return
IL-1040 Front (R-12/25) Printed by authority of the state of Illinois. Electronic only, one copy.
2025 Form IL-1040
| Step 2: Income | |||||||||||||||||||||||
| 1 | Federal adjusted gross income from your federal Form 1040 or 1040-SR, Line 11a. | 1 | .00 | ||||||||||||||||||||
| 2 | Federally tax-exempt interest and dividend income from your federal Form 1040 or 1040-SR, Line 2a. | 2 | .00 | ||||||||||||||||||||
| 3 | Other additions. Attach Sch. M. | 3 | .00 | ||||||||||||||||||||
| 4 | Total income. Add Lines 1 through 3. | 4 | .00 | ||||||||||||||||||||
| Step 3: Base Income | |||||||||||||||||||||||
| 5 | Social Security benefits and certain retirement plan income if included in Line 1. (Generally | ||||||||||||||||||||||
| on fed. Forms 1040/1040-SR, Lines 4b, 5b, and 6b). Attach fed. Form 1040/1040-SR. | 5 | .00 | |||||||||||||||||||||
| 6 | Illinois Income Tax overpayment included in federal Form 1040 or 1040-SR, | ||||||||||||||||||||||
| Schedule 1, Ln. 1. | 6 | .00 | |||||||||||||||||||||
| 7 | Other subtractions. Attach Sch. M. | 7 | .00 | ||||||||||||||||||||
| 8 | Add Lines 5, 6, and 7. This is the total of your subtractions. | 8 | .00 | ||||||||||||||||||||
| 9 | Illinois base income. Subtract Line 8 from Line 4. | 9 | .00 | ||||||||||||||||||||
| Step 4: Exemptions - See instructions for income limitations | |||||||||||||||||||||||
| 10 | a | Enter the exemption amount for yourself and your spouse. See instructions. | a .00 | ||||||||||||||||||||
| b | Check if 65 or older: | You + Spouse | # of checkboxes x | $1,000 = | b | .00 | |||||||||||||||||
| c | Check if legally blind: | You + Spouse | # of checkboxes x | $1,000 | = | c | .00 | ||||||||||||||||
| d | If you are claiming dependents, enter the amount from Schedule IL-E/EITC, Step 2, Line 1. | ||||||||||||||||||||||
| Attach Sch. IL-E/EITC. | d | .00 | |||||||||||||||||||||
| Exemption allowance. Add Lines 10a through 10d. | 10 | .00 | |||||||||||||||||||||
| Step 5: Net Income and Tax | |||||||||||||||||||||||
| 11 | Residents: Net income: Subtract Line 10 from Line 9. | ||||||||||||||||||||||
| Nonresidents and part-year residents: Enter the Illinois net income from Schedule NR. Attach Sch. NR. | 11 | .00 | |||||||||||||||||||||
| 12 | Residents: Multiply Line 11 by 4.95% (.0495). Cannot be less than zero. | ||||||||||||||||||||||
| Nonresidents and part-year residents: Enter the tax from Schedule NR. | 12 | .00 | |||||||||||||||||||||
| 13 | Recapture of investment tax credits. Attach Sch. 4255. | 13 | .00 | ||||||||||||||||||||
| 14 | Income tax. Add Lines 12 and 13. Cannot be less than zero. | 14 | .00 | ||||||||||||||||||||
| Step 6: Tax After Nonrefundable Credits | |||||||||||||||||||||||
| 15 | Income tax paid to another state while an Illinois resident. Attach Sch. CR. | 15 | .00 | ||||||||||||||||||||
| 16 | Property tax, K-12 education expense, and volunteer emergency worker credit amount | ||||||||||||||||||||||
| from Schedule ICR. Attach Sch. ICR. | 16 | .00 | |||||||||||||||||||||
| 17 | Credit amount from Schedule 1299-C. Attach Sch. 1299-C. | 17 | .00 | ||||||||||||||||||||
| 18 | Add Lines 15, 16, and 17. This is the total of your credits. Cannot exceed the tax amount on Line 14. | 18 | .00 | ||||||||||||||||||||
| 19 | Tax after nonrefundable credits. Subtract Line 18 from Line 14. | 19 | .00 | ||||||||||||||||||||
| Step 7: Other Taxes | |||||||||||||||||||||||
| 20 | Household employment tax. See instructions. | 20 | .00 | ||||||||||||||||||||
| 21 | Use tax on internet, mail order, or other out-of-state purchases from UT Worksheet or UT Table | ||||||||||||||||||||||
| in the instructions. Do not leave blank. | 21 | .00 | |||||||||||||||||||||
| 22 | Compassionate Use of Medical Cannabis Program Act and sale of assets by gaming licensee surcharges. | 22 | .00 | ||||||||||||||||||||
| 23 | Total Tax. Add Lines 19, 20, 21, and 22. | 23 | .00 |
or for fiscal year ending /
St ap le y ou r c he ck a nd
IL
-1
0-
V St ap le
W -2 a nd fo rm s he re
(Whole dollars only)
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.
*60012251W*
Step 1: Personal Information
Mailing address (See inst. if foreign address) Apartment number
Spouse’s first name and middle initial
City State
Spouse’s last name Spouse’s date of birth Spouse’s social security number
Your last name Your social security numberDate of birth
Foreign nation if not US (do not abbreviate) Email address
Zip or postal code
County (Illinois only)
B Filing status: Single Married filing jointly Married filing separately Widowed Head of household
C Check If someone can claim you, or your spouse if filing jointly, as a dependent. See instructions. You Spouse
D Check the box if this applies to you during 2025: Nonresident - Attach Sch. NR Part-year resident - Attach Sch. NR
Enter personal information and Social Security numbers (SSN). You must provide the entire SSN(s) - no partial SSN.
A Your first name and middle initial
| 24 Total tax from Page 1, Line 23. | 24 | .00 | ||||||||||||||
| Step 8: Payments and Refundable Credit | ||||||||||||||||
| 25 | Illinois Income Tax withheld. Attach Sch. IL-WIT. | 25 | .00 | |||||||||||||
| 26 | Estimated payments from Forms IL-1040-ES and IL-505-I, | |||||||||||||||
| including any overpayment applied from a prior year return. | 26 | .00 | ||||||||||||||
| 27 | Pass-through withholding. Attach Sch. K-1-P or K-1-T. | 27 | .00 | |||||||||||||
| 28 | Pass-through entity tax credit. Attach Sch. K-1-P or K-1-T. | 28 | .00 | |||||||||||||
| 29 | Earned Income Tax credit from Sch. IL-E/EITC, Step 4, Line 9. Attach Sch. IL-E/EITC. | 29 | .00 | |||||||||||||
| 30 | Child Tax credit from Sch. IL-E/EITC, Step 5, Line 12. Attach Sch. IL-E/EITC. | 30 | .00 | |||||||||||||
| 31 | Total payments and refundable credit. Add Lines 25 through 30. | 31 | .00 | |||||||||||||
| Step 9: Total | ||||||||||||||||
| 32 | If Line 31 is greater than Line 24, subtract Line 24 from Line 31. | 32 | .00 | |||||||||||||
| 33 | If Line 24 is greater than Line 31, subtract Line 31 from Line 24. | 33 | .00 | |||||||||||||
| Step 10: Underpayment of Estimated Tax Penalty and Donations | ||||||||||||||||
| 34 | Late-payment penalty for underpayment of estimated tax. | 34 | .00 | |||||||||||||
| a | Check if at least two-thirds of your federal gross income is from farming. | |||||||||||||||
| b | Check if you or your spouse are 65 or older and permanently living in a nursing home. | |||||||||||||||
| c | Check if your income was not received evenly during the year and you annualized your income on Form IL-2210. | |||||||||||||||
| Attach Form IL-2210. | ||||||||||||||||
| d | Check if you were not required to file an Illinois Individual Income Tax return in the previous tax year. | |||||||||||||||
| 35 | Voluntary charitable donations. Attach Sch. G. | 35 | .00 | |||||||||||||
| 36 | Total penalty and donations. Add Lines 34 and 35. | 36 | .00 | |||||||||||||
| Step 11: Refund or Amount you owe | ||||||||||||||||
| 37 | If you have an amount on Line 32 and this amount is greater than Line 36, subtract Line 36 from Line 32. | |||||||||||||||
| This is your overpayment. Otherwise, go to Line 41. | 37 | .00 | ||||||||||||||
| 38 | Amount from Line 37 you want refunded to you. Check one box on Line 39. See instructions. | 38 | .00 |
| 39 | I choose to receive my refund by | |
| a | direct deposit - Complete the information below if you check this box. |
Routing number Checking or Savings
Account number
| b | paper check. | |||
| 40 | Amount to be credited forward. Subtract Line 38 from Line 37. See instructions. | 40 | .00 |
| 41 | If you have an amount on Line 33, add Lines 33 and 36. If you have an amount on Line 32, and this amount | ||
| is less than Line 36, subtract Line 32 from Line 36. If Lines 32 and 33 are blank (zero), enter the amount | |||
| from Line 36. This is the amount you owe. See instructions. | 41 | .00 |
Step 12: Health Insurance Checkbox and Signature 42 Check this box and include your email address in Step 1 if IDOR may share your income and other information from this return with the Department of Insurance in order to determine your eligibility for affordable health insurance coverage through Get Covered Illinois, the state’s Health Insurance Marketplace. See instructions. Tell us who in your household needs health insurance:
Self Spouse Dependent(s) Signature - Note: If this is a joint return, both you and your spouse must sign below.
Under penalties of perjury, I state that I have examined this return, and to the best of my knowledge, it is true, correct, and complete.
IL-1040 Back (R-12/25) Refer to the 2025 IL-1040 Instructions for the address to mail your return.
. DR AP RR DC IR ID
Check if the Department may discuss this return with the third party designee shown in this step.
Paid Preparer Use Only Firm’s name Firm’s FEIN
Print/Type paid preparer’s name
Firm’s address Firm’s phone
Paid preparer’s signature Date (mm/dd/yyyy) Paid Preparer’s PTIN
Check if self-employed
Sign Here
Your signature Date (mm/dd/yyyy) Spouse’s signature Daytime phone number
Date (mm/dd/yyyy)
Third Party Designee
Designee’s name (please print) Designee’s phone number
*60012252W*
You may also contribute to college savings funds here. See instructions!
| Fiscal year ending year: |
| Fiscal year ending month: |
| step1-A-firstnamemi: |
| step1-A-lastname: |
| Step1-A-dob: |
| step1-A-ssn: |
| step1-A-spousefirstnamemi: |
| step1-A-spouselastname: |
| step1-A-spousedob: |
| step1-A-spousessn: |
| step1-A-mailingaddress: |
| step1-A-aptno: |
| step1-A-city: |
| step1-A-state: |
| step1-A-zip: |
| step1-A-foreignnation: |
| step1-A-county: |
| step1-A-email: |
| filing_status: Off |
| dependent_you: Off |
| dependent_status: Off |
| residency: Off |
| Federally adjusted income: |
| Federally tax-exempt interest: |
| Other additions: |
| Total income: |
| step3-5: |
| step3-6: |
| step3-7: |
| Total of your subtractions: |
| Illinois base income: |
| Exemption amount: |
| over_65_you: Off |
| over_65_spouse: Off |
| 65 or older exemption amount: |
| blind_you: Off |
| blind: Off |
| Legally blind exemption amount: |
| Claiming dependents: |
| Exemption allowance: |
| Illinois net income from Schedule NR: |
| Multiply residency rate: |
| Recapture of investment tax credits: |
| Income tax: |
| Income tax paid to another state: |
| Schedule ICR: |
| Credit amount from Schedule 1299-C: |
| Total of your credits: |
| Tax after nonrefundable credits: |
| Household employment tax: |
| Use tax: |
| Compassionate Use of Medical Cannabis Program Act: |
| Total Tax: |
| Total tax from Page 1: |
| Illinois Income Tax withheld: |
| Estimated payments: |
| Pass-through withholding: |
| Pass-through entity tax credit: |
| Earned Income Tax Credit from Schedule IL-E/EIC: |
| Child Tax credit from Sch: |
| IL-EITC: |
| Total payments and refundable credit: |
| If Line 31 is greater: |
| If Line 24 is greater: |
| Late-payment penalty for underpayment: |
| Check if at least twothirds of your federal gross income is from farming: Off |
| Check if you or your spouse are 65 or older and permanently living in a nursing home: Off |
| Check if your income was not received evenly during the year and you annualized your income on Form IL2210: Off |
| Check if you were not required to file an Illinois Individual Income Tax return in the previous tax year: Off |
| Voluntary charitable donations: |
| Total penalty and donations: |
| Overpayment amount: |
| Refunded to you: |
| Routing number: |
| account_type: Off |
| Account number: |
| refund: Off |
| Amount to be credited forwarded: |
| Amount you owe: |
| Check this box and include your email address in Step 1 if IDOR may share your income and other information from this return: Off |
| Self: Off |
| Spouse_3: Off |
| Dependents: Off |
| date_2: |
| DaytimeAreaCode_1: |
| phone_number_1: |
| PrintType paid preparers namePaid Preparer Use Only: |
| Paid preparers signaturePaid Preparer Use Only: |
| Date mmddyyyyPaid Preparer Use Only: |
| Check if: Off |
| Paid Preparers PTINCheck if selfemployed: |
| Firms name: |
| Firms FEIN: |
| Firms address: |
| DaytimeAreaCode_2: |
| phone_number_2: |
| area code: |
| phone_number_3: |
| Check if the Department may: Off |
| date_1: |
| step12-designeesig: |
| Print: |
| Reset: |
File details come from the government source that posted it. Updated .