Screen ILGen - Illinois General Information (1040)

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Overview

Use this screen to complete Form IL-1040, Pages 1 and 2. If information transferred from UltraTax/1040 does not require additional data or coding, UltraTax/1040-IL shows it on the form only, not in the input screen.

Miscellaneous

UltraTax CS uses the information in this section to complete portions of Form IL-1040, Page 1.
Authorize discussion with state taxing authority
Use this field to change the option indicated in the federal 1040 Screen. To use the global default, choose Setup, 1040 Individual, and then Federal tab, select the New Client Options button, and from the drop-down list select
Yes
for the
Authorize discussion with taxing authority
checkbox.
First time filer for Illinois
UltraTax CS uses this field to determine if direct deposit or a debit card is allowed. According to the Illinois Department of Revenue, first time Illinois filers must receive a paper check. The Illinois Department of Revenue defines first time filers as those individuals who have never filed an IL-1040 tax return.
General footnote
If desired, enter a footnote in this statement dialog. This statement may be printed and attached to the return for informational purposes. The general footnote appears as a separate item in each collation.

Use Tax

Calculate use tax using table
Mark this field to use the use tax table when there are no major purchases or receipts have not been kept.

Contributions

The amounts that you enter in this section complete the voluntary contribution lines on Schedule G. Enter the amount you want to contribute in the fields provided. The amounts you enter are also used to decrease your refund or increase your balance due.

Form 1099 Information

UltraTax CS uses the information in this section to complete Schedule IL-WIT.
Form 1099 Information
Enter Illinois withholding in the federal W2, W2G, 1099M, 1099R, B&D, Broker, and Income screens to complete Schedule WIT. Complete all columns for any other withholdings (for example 1042-S or amount entered on the federal St Pmt screen,
Other withholding
field). Withholding entered here will not update page 2 of the IL return.

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