Which forms do I need to mail for llinois returns (TurboTax Desktop)?

[jackkgan]

I e-filed my federal return, but I need to mail my Illinois (IL-1040) return because Illinois did not allow e-file (I did not file an IL return in the previous year).

I want to confirm exactly what documents I should include in the Illinois mailing packet.

Illinois packet currently includes:

•     2025 Form IL - 1040
•     2025 Schedule NR (Illinois Dept of Revenue)
•     1040 U.S. Individual Income tax 2025.
•     Schedule 1 - Additional income and adjustments to Income.
•     Schedule 2 - Additional Taxes.
•     Schedule 3 - Additional credits and payments.

• W-2 (Kyndryl)

• 1099-R

• Payment check

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My questions:

1. Is the above list complete for Illinois filing by mail?

2. Or do I need to include any additional federal forms such as:

   • • Schedule B (Interest & Dividends)

     • Schedule D (Capital Gains)

     • Form 8949 (multiple pages)

     • Schedule E (Rental)

     • Form 4562 (Depreciation)

     • Form 8582 (Passive Activity Loss)

     • Form 8995A (QBI deduction)

     • Form 8960 (Net Investment Income Tax)

     • Form 5329 (Additional tax on retirement distributions)

     • Form 8889 (HSA)

3. Or is including just Form 1040 + Schedule 1/2/3 sufficient?

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Goal:

I want to include everything required, but avoid sending unnecessary worksheets or extra forms.

Thanks in advance for confirming!

[Mike9241]

Only the Illinois forms you completed, any W-2's or tax forms with Illinois withholding taxes,

if there are amounts on line 5 of the Illinois 1040 then these additional ttchments

What must I attach to my Form IL-1040 when I subtract retirement income on Line 5?
You must attach a copy of your
● U.S. 1040 or 1040-SR, Pages 1 and 2 to support your subtraction for income from
■ qualified employee benefit plans, including 401(k),
■ railroad retirement,
■ IRA distribution,
■ converting a traditional IRA to a Roth IRA,
■ self-employed retirement,
■ Social Security benefits,
■ government retirement, including military plans,
■ governmental disability, including military plans.
Note: If your U.S. 1040 or 1040-SR Lines 4b, 5b, and 6b do not clearly identify the Social Security benefits and
retirement income you are reporting on Line 5, you must attach a copy of Form 1099-R or Form SSA-1099, Social
Security Benefit Statement, as applicable.

Turbtax seems to include the Federal 1040 and schedules 1, 2, and 3 by default but I can find  nothing in the Illinois instructions that requires this except in the case of ine 5

https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual...