The Miscellaneous Forms section of the Illinois return contains additional forms and schedules that apply to specific tax situations. Most taxpayers will not need every form listed on this screen, but you may need to complete one or more of them depending on your circumstances.
These forms cover topics such as estimated tax payments, extension payments, trust and partnership income, underpayment penalties, and refunds claimed on behalf of a deceased taxpayer.
What Is the Illinois Miscellaneous Forms Section?
The Miscellaneous Forms screen provides access to supplemental Illinois forms that are not part of the standard filing interview.
Depending on your situation, you may see forms such as:
- Form IL-1040-ES, Estimated Payment Vouchers
- Form IL-2210, Computation of Penalties for Individuals
- Schedule K-1-T, Beneficiary's Share of Income and Deductions
- Schedule K-1-P, Partner's or Shareholder's Share of Income, Deductions, Credits, and Recapture
- Form IL-505-I, Automatic Extension Payment for Individuals
- Form IL-1310, Statement of Person Claiming Refund Due a Deceased Taxpayer
The availability of additional forms may vary based on the tax year and the information entered elsewhere in your return.
When Do I Need These Forms?
Form IL-1040-ES
Use this form if you need estimated payment vouchers for future Illinois tax payments.
You may need to make estimated payments if you expect to owe more than $1,000 after subtracting withholding, credits, and other payments. Illinois discusses estimated payment requirements in the Form IL-1040 instructions and Form IL-2210 instructions.
Form IL-2210
Use this form if you need to calculate a penalty for underpayment of estimated taxes.
Illinois notes that taxpayers who did not pay enough tax through withholding or estimated payments may owe an underpayment penalty.
Schedule K-1-P
Complete this section if you received a Schedule K-1-P from:
- An S corporation
- A partnership
This schedule reports your share of income, deductions, credits, withholding, and other tax items.
Schedule K-1-T
Complete this section if you received a Schedule K-1-T from:
- A trust
- An estate
This schedule reports your share of income, deductions, credits, withholding, and other items passed through from the trust or estate.
Form IL-505-I
Use this form if you need to make an Illinois extension payment.
Illinois grants an automatic extension of time to file, but not an extension of time to pay. Taxpayers expecting to owe Illinois tax may use Form IL-505-I to make an extension payment and help avoid penalties and interest.
Form IL-1310
This form is used when claiming a refund on behalf of a deceased taxpayer.
Illinois instructs taxpayers filing for a deceased individual to attach Form IL-1310 when required.
How to Access Illinois Miscellaneous Forms
- Open your Illinois return.
- Navigate to the Miscellaneous Forms section.
- Review the list of available forms.
- Select Begin next to the form you need to complete.
- Enter the required information and continue through the interview.
- Review the completed form before filing.
Program Path
State Return > Illinois Return > Miscellaneous Forms
The Miscellaneous Forms menu provides access to several optional Illinois schedules and forms that apply to specific filing situations.
Frequently Asked Questions
Do I need to complete every form shown?
No. Most taxpayers only need to complete a form if their tax situation requires it.
How do I know if I received a Schedule K-1-P or K-1-T?
The partnership, S corporation, trust, or estate will send you the schedule if one applies to you.
Do I need Form IL-2210?
You may need Form IL-2210 if Illinois determines you underpaid estimated taxes during the year. Illinois also allows taxpayers to let the state calculate the penalty and bill them later.
Do I need Form IL-505-I if I filed an extension?
Only if you made an Illinois extension payment. The form is used to remit payment, not merely to request additional time to file.
When is Form IL-1310 required?
Illinois generally requires Form IL-1310 when a refund is being claimed on behalf of a deceased taxpayer and specific exceptions do not apply.
Helpful Tips
- Complete the main Illinois interview before using the Miscellaneous Forms section.
- Keep copies of any K-1 schedules received from partnerships, S corporations, trusts, or estates.
- Retain proof of extension and estimated tax payments.
- Review all supplemental forms for accuracy before filing.
- Save copies of any completed miscellaneous forms with your tax records.
Additional Information
Many forms in the Miscellaneous Forms section are only required in special circumstances. If you are unsure whether a form applies to your situation, review the form instructions carefully and verify that the related income, payments, credits, or deductions have been entered correctly on your Illinois return.