il-1040-schedule-nr.pdf

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Attached to
FY27-32 IL-1040 Data Entry Services - Invitation for Bid
Solicitation number
27-492DOR-ACCOU-B-52155
Issued by
St. Clair County, Illinois

About this file

Written by GovTribe AI ·

This is an Invitation for Bid (IFB) document issued by the Illinois Department of Revenue (IDOR) for IL-1040 Individual Tax Return Data Entry Services. IDOR 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 document. The contract opportunity is designated specifically for Small Business Set Aside Program vendors only. The IL-1040 Schedule NR form provided is a nonresident and part-year resident computation form used to calculate Illinois tax liability for individuals who were not full-year residents of the state during the tax year, incorporating five main steps including residency verification, completion of standard IL-1040 lines, calculation of Illinois portion of federal adjusted gross income, determination of Illinois additions and subtractions, and final tax computation at the state's 4.95% tax rate.

The procurement represents a five-year contract engagement with IDOR for data entry services supporting the processing of individual income tax returns. As a Small Business Set Aside Program opportunity, this contract is restricted to small business vendors meeting the specified criteria. The specific pricing terms, contract value, response deadlines, award dates, and detailed service level requirements are not included in the materials provided, though the contract term is explicitly stated as five years. This procurement supports IDOR's core tax administration function and likely involves substantial volume processing of tax return data across multiple filing scenarios, including complex nonresident and part-year resident calculations.

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Other files

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il-1040-schedule-icr.pdf PDF
FY27-32 Invitation for Bid Offer to the State of Illinois.pdf PDF
Blank IPG Active Registered Vendor Disclosure Formerly Forms B.docx DOCX document
Contract Template - FY27-32 IL-1040 Data Entry Services~2.docx DOCX document
il-1040-schedule-m.pdf PDF
il-1040-schedule-il-wit.pdf PDF
il-1040-schedule-il-e-eic.pdf PDF
FY27-32 Invitation for Bid Vendor Instructions and Requirements~1.docx DOCX document
il-1040-schedule-1299-c.pdf PDF
il-1040-schedule-cr.pdf PDF
il-1040-schedule-g.pdf PDF
Blank Vendor Disclosure Formerly Forms A.docx DOCX document
il-1040.pdf PDF
ATTACHMENT 2 - Batch Header Record Layout and Enf of File - EOF Record Layout.pdf PDF
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Your name as shown on your Form IL-1040 Your Social Security number

Step 1:Provide the following information
1Were you, or your spouse if “married filing jointly,” a full-year resident of Illinois during the tax year?

Yes No If you answered “Yes,” you cannot use this form (see instructions).

2 If you, or your spouse if “married filing jointly,” were a part-year resident during the tax year, tell us your residency dates for 2025.

aI lived in Illinois from / / to / / I lived in from / / to / /
MonthDayYearMonthDayYearStateMonthDayYearMonthDayYear
bMy spouse lived in Illinois from / / to / / , and from / / to / /
MonthDayYearMonthDayYearStateMonthDayYearMonthDayYear

3 If you were a resident of any of the states listed below during the tax year, if you were in Illinois only to accompany your spouse who was in the military, or if you elected to use your service member spouse’s state of residence for tax purposes, check the appropriate box.

Iowa Kentucky MichiganWisconsin Military Spouse
4List any state other than Illinois or any states already indicated on Line 2 or 3 above, thatyou claimed residency for tax purposes in 2025.

Enter the two-letter abbreviation of that state.

Step 2: Complete Form IL-1040 Complete Lines 1 through 10 of your Form IL-1040, Individual Income Tax Return, as if you were a full-year Illinois resident. Then, complete the remainder of this schedule following the instructions for your residency. Attach Schedule NR to your Form IL-1040.

Step 3: Figure the Illinois portion of your federal adjusted gross income Enter the amounts from your federal return in Column A. Before completing Column B, read the Column B instructions.

Column AColumn B
Federal TotalIllinois Portion
5Wages, salaries, tips, etc. (federal Form 1040 or 1040-SR, Line 1z)5.00.00
6Taxable interest (federal Form 1040 or 1040-SR, Line 2b)6.00.00
7Ordinary dividends (federal Form 1040 or 1040-SR, Line 3b) 7 .00.00
8Taxable refunds, credits, or offsets of state and local income taxes
(federal Form 1040 or 1040-SR, Schedule 1, Line 1)8.00.00
9Alimony received (federal Form 1040 or 1040-SR, Schedule 1, Line 2a) 9.00.00
10Business income or loss (federal Form 1040 or 1040-SR, Schedule 1, Line 3)10.00.00
11Capital gain or loss (federal Form 1040 or 1040-SR, Line 7a)11.00.00
12Other gains or losses (federal Form 1040 or 1040-SR, Schedule 1, Line 4)12.00.00
13Taxable IRA distributions (federal Form 1040 or 1040-SR, Line 4b) 13.00.00
14Pensions and annuities (federal Form 1040 or 1040-SR, Line 5b)14.00.00
15Rental real estate, royalties, partnerships, S corporations, trusts, etc.
(federal Form 1040 or 1040-SR, Schedule 1, Line 5)15.00.00
16Farm income or loss (federal Form 1040 or 1040-SR, Schedule 1, Line 6)16.00.00
17Unemployment compensation (federal Form 1040 or 1040-SR, Schedule 1, Line 7)17.00.00
18Taxable Social Security benefits (federal Form 1040 or 1040-SR, Line 6b)18.00.00
19Other income. See instructions. (federal Form 1040 or 1040-SR, Schedule 1, Line 9)

Include winnings from the Illinois State Lottery as Illinois income in Column B. 19 .00 .00

20Add Column B, Lines 5 through 19. This is the Illinois portion of your federal total income.20.00
Continue with Step 3 on Page 2

IL–1040 Schedule NR Front (R-12/25) Printed by authority of the state of Illinois. Electronic only, one copy.

IL Attachment No. 2

2 5 2 5 2 5 2 5

2 5 2 5 2 5 2 5

*61212251W* Nonresident and Part‑Year Resident Computation of Illinois Tax2025 Schedule NR

Attach to your Form IL-1040. Check if attaching to Amended Form IL-1040-X.

Illinois Department of Revenue

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.

Schedule NR – Page 2 Step 3: Continued - Adjustments to Income Column A Column B

Federal TotalIllinois Portion
21Enter the Illinois portion of your federal total income from Page 1, Step 3, Line 20.21.00
22Educator expenses (federal Form 1040 or 1040-SR, Schedule 1, Line 11)22.00 .00
23Certain business expenses of reservists, performing artists, and fee-basis
government officials (federal Form 1040 or 1040-SR, Schedule 1, Line 12)23.00.00
24Health savings account deduction (federal Form 1040 or 1040-SR, Schedule 1, Line 13)24.00.00
25Moving expenses for members of the Armed Forces (federal Form 1040 or
1040-SR, Schedule 1, Line 14)25.00.00
26Deductible part of self-employment tax (federal Form 1040 or 1040-SR, Schedule 1,
Line 15)26.00.00
27Self-employed SEP, SIMPLE, and qualified plans (federal Form 1040 or 1040-SR,
Schedule 1, Line 16)27.00.00
28Self-employed health insurance deduction (federal Form 1040 or 1040-SR,
Schedule 1, Line 17)28.00.00
29Penalty on early withdrawal of savings (federal Form 1040 or 1040-SR,
Schedule 1, Line 18)29.00.00
30Alimony paid (federal Form 1040 or 1040-SR, Schedule 1, Line 19a)30.00.00
31IRA deduction (federal Form 1040 or 1040-SR, Schedule 1, Line 20)31.00.00
32Student loan interest deduction (federal Form 1040 or 1040-SR, Schedule 1, Line 21)32.00.00
33RESERVED 33.00.00
34Archer MSA deduction (federal Form 1040 or 1040-SR, Schedule 1, Line 23)34 .00.00
35Other adjustments (see instructions)35 .00.00
36Add Column B, Lines 22 through 35. This is the Illinois portion of your federal
adjustments to income.36.00
37Enter your adjusted gross income as reported on your Form IL-1040, Line 1.37.00
38Subtract Line 36 from Line 21. This is the Illinois portion of your federal adjusted gross income. 38.00
Step 4:Figure your Illinois additions and subtractions
In Column A, enter the total amounts from your Form IL-1040. You must readColumn A Column B
the instructions for Column B to properly complete this step.Form IL-1040 TotalIllinois Portion
39Federally tax-exempt interest and dividend income (Form IL-1040, Line 2)39.00 .00
40Other additions (Form IL-1040, Line 3)40.00.00
41Add Column B, Lines 38, 39, and 40. This is the Illinois portion of your total income.41.00
42Federally taxed Social Security and retirement income (Form IL-1040, Line 5)42.00.00
43Illinois Income Tax overpayment included on your fed. Form 1040 or 1040-SR,
Schedule 1, Line 1. (Form IL-1040, Line 6)43.00.00
44Other subtractions (Form IL-1040, Line 7)44.00.00

45 Add Column B, Lines 42 through 44. This is the total of your Illinois subtractions. 45 .00

Step 5:Figure your Illinois income and tax
46Subtract Line 45 from Line 41. If Line 45 is larger than Line 41, enter zero. This is
your Illinois base income.46.00
If Line 46 is zero, skip Lines 47 through 51, and enter “0” on Line 52.
47Enter the base income from Form IL-1040, Line 9.47.00
48Divide Line 46 by Line 47 (round to three decimal places). Enter the appropriate
decimal. If Line 46 is greater than Line 47, enter 1.000.48
49Enter your exemption allowance from your Form IL-1040, Line 10.49.00
50Multiply Line 49 by the decimal on Line 48. This is your Illinois exemption
allowance.50.00
51Subtract Line 50 from Line 46. This is your Illinois net income.
Enter the amount here and on your Form IL-1040, Line 11.51.00
52Multiply the amount on Line 51 by 4.95% (.0495). This amount may not be less than zero.
Enter the amount here and on your Form IL-1040, Line 12.

This is your tax. 52 .00

IL–1040 Schedule NR Back (R-12/25)

*61212252W*

Help: Use your mouse or Tab key to move through the fields. Use your mouse or space bar to enable check boxes.
Check if attaching to Amended Form IL1040X: Off
Attach to your Form IL1040:
Your SSN-3:
Your SSN-2:
Your SSN-4:
Step 1: Line 1 - check if you or your spouse if "married filing jointly," were a full year resident of Illinois during the tax year?: Off
Step 1: Line 2a - from month I lived in Illinois:
Step 1: Line 2a - from day I lived in Illinois:
Step 1: Line 2a - to month I lived in Illinois:
Step 1: Line 2a - to day I lived in Illinois:
Step 1: Line 2a - Other state I lived in:
Step 1: Line 2a - from month I lived in another state:
Step 1: Line 2a - from day I lived in another state:
Step 1: Line 2a - to month I lived in another state:
Step 1: Line 2a - to day I lived in another state:
Step 1: Line 2b - from month my spouse lived in Illinois:
Step 1: Line 2b - from day my spouse lived in Illinois:
Step 1: Line 2b - to month my spouse lived in Illinois:
Step 1: Line 2b - to day my spouse lived in Illinois:
Step 1: Line 2b - Other state my spouse lived in:
Step 1: Line 2b - from month my spouse lived in another state:
Step 1: Line 2b - from day my spouse lived in another state:
Step 1: Line 2b - to month my spouse lived in another state:
Step 1: Line 2b - to day my spouse lived in another state:
Step 1: Line 3 - check if Iowa resident during tax year: Off
Step 1: Line 3 - check if Kentucky resident during tax year: Off
Step 1: Line 3 - check if Michigan resident during tax year: Off
Step 1: Line 3 - check if Wisconsin resident during tax year: Off
Step 1: Line 3 - check if you were in Illinois only to accompany your Military Spouse who was in the military: Off
state:
state - 2:
state - 3:
state - 4:
state - 5:
state - 6:
state - 7:
state - 8:
state - 9:
state - 10:
state - 11:
state - 12:
Step 3: Line 5 - Column A Federal Total from Wages, salaries, tips, etc:
(federal Form 1040 or 1040-SR, Line 1z):
Step 3: Line 5 - Column B Illinois Portion from Wages, salaries, tips, etc:
(federal Form 1040 or 1040-SR, Line 1z):
Step 3: Line 6 - Column A Federal Total from Taxable interest (federal Form 1040 or 1040-SR, Line 2b):
Step 3: Line 6 - Column B Illinois Portion from Taxable interest (federal Form 1040 or 1040-SR, Line 2b):
Step 3: Line 7 - Column A Federal Total from Ordinary dividends (federal Form 1040 or 1040-SR, Line 3b):
Step 3: Line 7 - Column B Illinois Portion from Ordinary dividends (federal Form 1040 or 1040-SR, Line 3b):
Step 3: Line 8 - Column A Federal Total from Taxable refunds, credits, or offsets of state and local income taxes (federal Form 1040 or 1040-SR, Schedule 1, Line 1):
Step 3: Line 8 - Column B Illinois Portion from Taxable refunds, credits, or offsets of state and local income taxes (federal Form 1040 or 1040-SR, Schedule 1, Line 1):
Step3: Line 9 - Column A Federal Total from Alimony received (federal Form 1040 or 1040-SR, Schedule 1, Line 2a):
Step 3: Line 9 - Column B Illinois Portion from Alimony received (federal Form 1040 or 1040-SR, Schedule 1, Line 2a):
Step 3: Line 10 - Column A Federal Total from Business income or loss (federal Form 1040 or 1040-SR, Schedule 1, Line 3):
Step 3: Line 10 - Column B Illinois Portion from Business income or loss (federal Form 1040 or 1040-SR, Schedule 1, Line 3):
Step 3: Line 12 - Column A Federal Total from Other gains or losses (federal Form 1040 or 1040-SR, Schedule 1, Line 4):
Step 3: Line 12 - Column B Illinois Portion from Other gains or losses (federal Form 1040 or 1040-SR, Schedule 1, Line 4):
Step 3: Line 13 - Column A Federal Total from Taxable IRA distributions (federal Form 1040 or 1040-SR, Line 4b):
Step 3: Line 13 - Column B Illinois Portion from Taxable IRA distributions (federal Form 1040 or 1040-SR, Line 4b):
Step 3: Line 14 - Column A Federal Total from Pensions and annuities (federal Form 1040 or 1040SR, Line 5b):
Step 3: Line 14 - Column B Illinois Portion from Pensions and annuities (federal Form 1040 or 1040-SR, Line 5b):
Step 3: Line 15 - Column A Federal Total from Rental real estate, royalties, partnerships, S corporations, trusts, and estates (federal Form 1040 or 1040-SR, Schedule 1, Line 5):
Step 3: Line 15 - Column B Illinois Portion from Rental real estate, royalties, partnerships, S corporations, trusts, etc:
(federal Form 1040 or 1040-SR, Schedule 1, Line 5):
Step 3: Line 16 - Column A Federal Total from Farm income or loss (federal Form 1040 or 1040-SR, Schedule 1, Line 6):
Step 3: Line 16 - Column B Illinois Portion from Farm income or loss (federal Form 1040 or 1040-SR, Schedule 1, Line 6):
Step 3: Line 17 - Column A Federal Total from Unemployment compensation (federal Form 1040 or 1040-SR, Schedule 1, Line 7):
Step 3: Line 17 - Column B Illinois Portion from Unemployment compensation (federal Form 1040 or 1040-SR, Schedule 1, Line 7):
Step 3: Line 18 - Column A Federal Total from Taxable Social Security benefits (federal Form 1040 or 1040-SR, Schedule 1, Line 6b):
Step 3: Line 18 - Column B Illinois Portion from Taxable Social Security benefits (federal Form 1040 or 1040-SR, Line 6b):
Step 3: Line 19 - Column A Federal Total from Other income See instructions:
(federal Form 1040 or 1040-SR, Schedule 1, Line 9) Include winnings from the Illinois State Lottery as Illinois income in Column B:
Step 3: Line 19 - Column B Illinois Portion from Other income:
See instructions:
(federal Form 1040 or 1040-SR, Schedule 1, Line 9) Include winnings from the Illinois State Lottery as Illinois income in Column B:
Step 3: Line 20 - Column B Illinois Portion add Column B, Lines 5 through 19:
This is the Illinois portion of your federal total income:
Step 3: Line 11 - Column A Federal Total from Capital gain or loss (federal Form 1040 or 1040-SR, Line 7a):
Step 3: Line 11 - Column B Illinois Portion from Capital gain or loss (federal Form 1040 or 1040-SR, Line 7a):
Step 3: Line 21 - Column B Illinois Portion Enter the Illinois portion of your federal total income from Page 1, Step 3, Line 20:
Step 3: Line 22 - Column A Federal Total from Educator expenses (federal Form 1040 or 1040-SR, Schedule 1, Line 11):
Step 3: Line 22 - Column B Illinois Portion from Educator expenses (federal Form 1040 or 1040-SR, Schedule 1, Line 11):
Step 3: Line 23 - Column A Federal Total from Certain business expenses of reservists, performing artists, and fee-based government officials (federal Form 1040 or 1040-SR, Schedule 1, Line 12):
Step 3: Line 23 - Column B Illinois Portion Certain business expenses of reservists, performing artists, and fee-based government officials (federal Form 1040 or 1040-SR, Schedule 1, Line 12):
Step 3: Line 24 - Column A Federal Total from Health savings account deduction (federal Form 1040 or 1040-SR, Schedule 1, Line 13):
Step 3: Line 24 - Column B Illinois Portion from Health savings account deduction (federal Form 1040 or 1040-SR, Schedule 1, Line 13):
Step 3: Line 25 - Column A Federal Total from Moving expenses for members of the Armed Forces (federal Form 1040 or 1040-SR, Schedule 1, Line 14):
Step 3: Line 25 - Column B Illinois Portion Moving expenses for members of the Armed Forces (federal Form 1040 or 1040-SR, Schedule 1, Line 14):
Step 3: Line 26 - Column A Federal Total from Deductible part of self-employment tax (federal Form 1040 or 1040-SR, Schedule 1, Line 15):
Step 3: Line 26 - Column B Illinois Portion from Deductible part of self-employment tax (federal Form 1040 or 1040-SR, Schedule 1, Line 15):
Step 3: Line 27 - Column A Federal Total from Self-employed SEP, SIMPLE, and qualified plans (federal Form 1040 or 1040-SR, Schedule 1, Line 16):
Step 3: Line 27 - Column B Illinois Portion from Self-employed SEP, SIMPLE, and qualified plans (federal Form 1040 or 1040-SR, Schedule 1, Line 16):
Step 3: Line 28 - Column A Federal Total from Self-employed health insurance deduction (federal Form 1040 or 1040-SR, Schedule 1, Line 17):
Step 3: Line 28 - Column B Illinois Portion from Self-employed health insurance deduction (federal Form 1040 or 1040-SR, Schedule 1, Line 17):
Step 3: Line 29 - Column A Federal Total from Penalty on early withdrawal of savings (federal Form 1040 or 1040-SR, Schedule 1, Line 18):
Step 3: Line 29 - Column B Illinois Portion from Penalty on early withdrawal of savings (federal Form 1040 or 1040-SR, Schedule 1, Line 18):
Step 3: Line 30 - Column A Federal Total from Alimony paid (federal Form 1040 or 1040-SR, Schedule 1, Line 19a):
Step 3: Line 30 - Column B Illinois Portion from Alimony paid (federal Form 1040 or 1040-SR, Schedule 1, Line 19a):
Step 3: Line 31 - Column A Federal Total from IRA deduction (federal Form 1040 or 1040-SR, Schedule 1, Line 20):
Step 3: Line 31 - Column B Illinois Portion from IRA deduction (federal Form 1040 or 1040-SR, Schedule 1, Line 20):
Step 3: Line 32 - Column A Federal Total from Student loan interest deduction (federal Form 1040 or 1040-SR, Schedule 1, Line 21):
Step 3: Line 32 - Column B Illinois Portion from Student loan interest deduction (federal Form 1040 or 1040-SR, Schedule 1, Line 21):
Step 3: Line 34 - Column A Federal Total from Archer MSA deduction (federal Form 1040 or 1040-SR, Schedule 1, Line 23):
Step 3: Line 34 - Column B Illinois Portion from Archer MSA deduction (federal Form 1040 or 1040-SR, Schedule 1, Line 23):
Step 3: Line 35 - Column A Federal Total from Other adjustments (see instructions):
Step 3: Line 35 - Column B Illinois Portion from Other adjustments (see instructions):
Step 3: Line 36 - Column B Illinois Portion Add Column B Lines 22 through 35:
This is the Illinois portion of your federal adjustments to income:
Step 3: Line 37 - Columm A Federal Total Enter your adjusted gross income as reported on your Form IL-1040, Line 1:
Line 38: Column B Illinois Portion Subtract Line 36 from Line 21:
This is the Illinois portion of your federal adjusted gross income:
Step 4: Line 39 - Column A Form IL-1040 Total from Federally tax-exempt interest and dividend income (Form IL-1040, Line 2):
Step 4: Line 39 - Column B Illinois Portion from Federally tax-exempt interest and dividend income (Form IL-1040, Line 2):
Step 4: Line 40 - Column A Form IL-1040 Total from Other additions (Form IL-1040, Line 3):
Step 4: Line 40 - Column B Illinois Portion from Other additions (Form IL-1040, Line 3):
Step 4: Line 41 - Column B Illinois Portion Add Column B, Lines 38, 39, and 40:
This is the Illinois portion of your total income:
Step 4: Line 42 - Column A Form IL-1040 Total from Federally taxed Social Security and retirement income (Form IL-1040, Line 5):
Step 4: Line 42 - Column B Illinois Portion from Federally taxed Social Security and retirement income (Form IL-1040, Line 5):
Step 4: Line 43 - Column A Form IL-1040 Total from Illinois Income Tax overpayment included on your fed:
Form 1040 or 1040-SR, Schedule 1, Line 1:
(Form IL-1040, Line 6):
Step 4: Line 43 - Column B Illinois Portion from Illinois Income Tax overpayment included on your fed Form 1040 or 1040-SR, Schedule 1, Line 1:
(Form IL-1040, Line 6):
Step 4: Line 44 - Column A Form IL-1040 Total from Other subtractions (Form IL-1040, Line 7):
Step 4: Line 44 - Column B Illinois Portion from Other subtractions (Form IL-1040, Line 7):
Step 4: Line 45 - Column B Illinois Portion Add Column B, Lines 42 through 44:
This is the total of your Illinois subtractions:
Step 5: Line 46 - Subtract Line 45 from Line 41:
If Line 45 is larger than Line 41, enter zero:
This is your illinois base income:
If line 46 is zero, skip Lines 47 through 51, and enter "0" on line 52:
Step 5: Line 47 - Enter the base income from Form IL-1040, Line 9:
step5-48:
Step 5: Line 48 - Divide Line 46 by Line 47 (round to three decimal places):
Enter the appropriate decimal:
If Line 46 is greater than Line 47, enter 1:
000:
Step 5: Line 49 - Enter your exemption allowance from your Form IL-1040, Line 10:
Step 5: Line 50 - Multiply Line 49 by the decimal on Line 48:
This is your Illinois exemption allowance:
Step 5: Line 51 - Subtract Line 50 from Line 46:
This is your Illinois net income:
Enter the amount here and on your Form IL-1040, line 11:
Step 5: Line 52 - Multiply the amount on Line 51 by 4:
95% ( 0:
0495):
This amount may not be less than zero:
Enter the amount here and on your Form IL-1040, Line 12:
This is your tax:
Reset:
Print:

File details come from the government source that posted it. Updated .