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Illinois Department of Revenue
Amended Fiduciary Income and
Do not write in this box.
2007
IL-1041-X
Replacement Tax Return
For tax years ending ON or AFTER December 31, 2007
Indicate what tax year you are amending: Tax year beginning ___/___/______, ending ___/___/ ______
Write the amount you
are paying.
If you are filing an amended return for tax years ending before December 31, 2007,
$_________________
you can not use this form. For prior years, use the amended return form for that year.
Step 1: Identify your fiduciary
A
E
Check the box that identifies your fiduciary.
Trust
Estate
Write your federal employer identification number (FEIN).
B
Write your name and/or number and mailing address.
___ ___ - ___ ___ ___ ___ ___ ___ ___
F
If you have a change, check this box.
Write your Illinois Business Tax number (IBT).
___ ___ ___ ___ - ___ ___ ___ ___
____________________________________________________
Name
G
Check the applicable box for the type of change being made.
____________________________________________________
NLD
State change
Federal change:
C/O
If a federal change, check one:
Partial agreed
Finalized
If finalized, write the finalization date: ____/____/______
____________________________________________________
Mailing address
Month
Day
Year
H
Check the box if you are filing a “corrected” return and are making
____________________________________________________
the election to treat all nonbusiness income as business income.
City
State
Zip
C
I
Check the box if you are filing this form only to report an
Check the box if you are not an Illinois resident.
Attach Illinois Schedule NR.
increased net loss on Line 27, Column B.
D
J
Check the box if you are an
Check the box if Schedule 1299-D is attached.
K
Electing small business trust (EBST)
Check the box if Schedule I is attached.
L
Individual bankruptcy estate
If you have completed federal Form 8886, check the box and attach
it to this return, if you have not previously done so.
Step 2: Explain the changes on this return
Step 3: Figure your income or loss
A
B
As most recently
reported or adjusted
Corrected amount
Beneficiaries
Fiduciary
Beneficiaries
Fiduciary
1
Federal Taxable Income from
1
1
U.S. Form 1041, Line 22.
____________|___
____________|___
2
Federal net operating loss deduction
from U.S. Form 1041, Line 15a.
2
2
This amount cannot be negative.
____________|___
____________|___
3
3
3
Taxable income of ESBT, if required.
____________|___
____________|___
4
4
4
Exemption claimed on U.S. Form 1041.
____________|___
____________|___
5
Illinois income and replacement tax
5a
5b
5a
5b
deducted in arriving at Line 1.
____________|___
____________|___
____________|___
____________|___
6
State, municipal, and other interest
6a
6b
6a
6b
income excluded from Line 1.
____________|___
____________|___
____________|___
____________|___
7
Illinois Bonus Depreciation addition
7a
7b
7a
7b
(Form IL-4562).
____________|___
____________|___
____________|___
____________|___
8
Related-Party Expenses addition
8a
8b
8a
8b
(Schedule 80/20).
____________|___
____________|___
____________|___
____________|___
9
Distributive share of additions
9a
9b
9a
9b
(Schedule K-1-P or K-1-T).
____________|___
____________|___
____________|___
____________|___
10
Other additions
10a
10b
1 0a
10b
(Schedule M for businesses).
____________|___
____________|___
____________|___
____________|___
11
Add Lines 1b through 10b.
This is your total income or loss.
11
11
See instructions.
____________|___
____________|___
IL-1041-X (N-12/07)
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