Fill Out Your Illinois Ui 28 Form

What is the Illinois UI-28 form?

The Illinois UI-28 form is a Refund Request Form that is used by employers to request a refund for any overpayments made toward unemployment insurance contributions. It allows employers to either apply the overpayment to future contributions or request the refund directly.

How do I submit the UI-28 form?

You can submit the UI-28 form online through MyTax Illinois, which is the preferred method. Simply log on to the MyTax Illinois website, click on the Unemployment Insurance link, and select “Request a Refund” under the “I Want To” section. Alternatively, you can complete the form and either fax it to 217-557-1948 or mail it to the Department of Employment Security at the specified address in Chicago.

What are the options for receiving my refund?

When completing the UI-28 form, you can choose to receive your refund via direct deposit or as a paper check. If you select direct deposit, you must fill out additional information on page 4 of the form.

What information do I need to provide on the form?

You'll need to provide your name and account number, your current address, and a detailed explanation of the overpayment. Additionally, you'll list out the payments for which you are requesting a refund, including the date of payment, original amount, and amount to be refunded.

Is there a deadline for requesting a refund?

Yes, you have three years from the date of the overpayment to either use the credit or request a refund. However, if the overpayment occurred between January 1, 2015, and the effective date of House Bill 2699, you have until June 30, 2018, or three years from the date of the overpayment, whichever is later.

Do I need to submit a separate UI-28 form for each year?

Yes, a separate UI-28 form must be submitted for each calendar year when filing a claim. Make sure to indicate the year that applies to your claim in the appropriate section of the form.

What should I do if I need to correct worker wages?

If you need to correct wages for individual workers, you must complete the Form UI-40C, which is the Employer's Correction Report for the Quarter. This form must be submitted along with the UI-28 form.

Who should sign the UI-28 form?

The UI-28 form must be signed by an owner, partner, officer, or an authorized agent of the business. If someone other than these individuals signs the form, a Power of Attorney must be on file with the department.

What if I have more questions about the UI-28 form?

If you have additional questions regarding the UI-28 form or the MyTax Illinois process, you can contact the IDES Employer Hotline at 1-800-247-4984 for assistance. They are available to help clarify any concerns you may have.

The Illinois UI-28 Refund Request Form is crucial for employers wanting to recoup overpayments. Yet, many stumble in the completion process. One of the most common mistakes is failing to provide complete information. If you don’t detail the nature of the overpayment, your claim risks significant delays. Insufficient information can also lead to outright denial.

Another frequent error involves incorrect details in the BASIS OF CLAIM section. If you fail to explain your reasoning thoroughly, you may not make a strong case for a refund. It’s essential to be specific about the facts that support your claim. Inadequate explanations will not hold weight with the reviewing authorities.

Additionally, not adhering to the year requirements can create confusion. Each calendar year needs a separate UI-28 submission. Those who mistakenly include multiple years in one form complicate their claims unnecessarily. This leads to needed revisions and prolonged processing times.

A common oversight includes the amounts entered in the payments section. Ensure the amounts to be refunded are accurate and match the totals listed. An incorrect total can lead to a rejection of your claim and frustrate your efforts to recover funds.

Turning to simpler aspects, forgetting to sign the form is also a major pitfall. All claims must be signed by an appropriate individual, such as an owner or officer. If someone else signs without proper authorization, an accompanying Power of Attorney must also be submitted. Not having this paperwork can lead to processing delays.

In the context of payment methods, check that you indicate your preferred option correctly. Failing to choose between Direct Deposit or Paper Check may result in your claim being processed as incomplete. Every detail counts, including which payment method you select.

Some individuals mistakenly submit the form without checking their current address against the Department's records. If your address has changed and you do not update it separately, it may be problematic. An incorrect address can delay communication regarding your claim.

Moreover, while it may seem minor, neglecting the instruction to complete the Direct Deposit page if that option is selected can lead to processing issues. If you choose Direct Deposit, remember to fill out the necessary financial information completely.

Lastly, avoid submitting your claim via fax first without understanding the requirements fully. Each payment method has its specific instructions for submission. Following these instructions meticulously can streamline the process and limit the potential for errors.

When dealing with the Illinois UI-28 form, several other documents may be necessary for a complete submission or to address specific situations. Below is a list of forms and documents that are often utilized in conjunction with the UI-28.

• UI-40C: Employers Correction Report - This form is used to correct individual worker’s wages that were not accurately reported in prior quarters. It should be submitted along with the UI-28 when such adjustments are necessary.
• UI-50A: Notice of Change - If an employer has a new address, this form can be used to officially update their information with the Department of Employment Security (DES).
• IRS Form W-2 - This is a tax form that reports the annual wages and taxes withheld for each employee. It is essential for verifying wage-related claims and discrepancies.
• IRS Form 941 - This quarterly federal tax return reports the income taxes, Social Security tax, or Medicare tax withheld from employee paychecks. This document may serve as backup for claims concerning wage overpayments.
• Direct Deposit Form - If an employer chooses to receive their refund via direct deposit, this form is required to provide the necessary bank details for the transaction.
• Power of Attorney (POA) - Should someone other than an owner or authorized agent sign the UI-28, a Power of Attorney document must be on file to authorize that individual to act on behalf of the employer.
• Audit Report - If the claim is subject to an investigation or audit by the DES, the findings from these audits will provide necessary information related to the claim being processed.
• Claim Submission Receipt - Upon submitting the UI-28, employers should retain a copy of any submission receipts as proof of their application for a refund.
• Payment Records - Any documentation showing the original amount paid, including canceled checks or bank statements, can help verify the overpayment and support the refund request.
• Employer Identification Number (EIN) - This unique number assigned by the IRS is necessary for tax purposes and may be required on various forms to identify the employer accurately.

By understanding these additional forms and documents, employers can better navigate the process associated with the UI-28 refund request. Ensuring all necessary paperwork is submitted enhances the likelihood of a smooth and efficient resolution.

The Illinois UI-28 Refund Request Form serves a specific purpose in the unemployment insurance system, but there are several other documents that share similarities with it. Each of these forms plays a vital role in navigating refund claims or adjustments in various contexts within the state. Below is a list of documents similar to the UI-28 Form:

• UI-40C: Employers Correction Report - This form is used for reporting corrections to workers' wages and must accompany the UI-28 if adjustments have not yet been made. Like the UI-28, it is essential for maintaining accurate employer records.
• UI-50A: Notice of Change - Employers use this form to officially update their address with the Department. Similar to the UI-28, accurate information is crucial for proper communication and processing of requests.
• UI-40: Quarterly Contribution Report - This document ensures correct reporting of payroll and contributions to the unemployment system. Both forms require precise data tracking and reporting for compliance.
• UI-23: Request for Penalty Waiver - When employers seek to waive penalties for late submissions, they use this form. Like the UI-28, it demonstrates a proactive approach to managing employer obligations.
• Form IL-1040: Individual Income Tax Return - Although focused on personal income tax, it shares the commonality of requiring detailed financial reporting to facilitate tax refunds, similar to how the UI-28 requests a financial adjustment.
• Form W-2: Wage and Tax Statement - Employers provide this form to report income and taxes withheld from employees. Like the UI-28, it is integral for reconciling payments and ensuring proper records are maintained.
• Form 941: Employer's Quarterly Federal Tax Return - This document is used to report employment taxes and can lead to refunds if overpaid. The process of requesting adjustments closely mirrors that of the UI-28.
• Form 1099: Miscellaneous Income - This is used to report various types of income and can also be a source of discrepancies leading to refunds. Both the 1099 and UI-28 require clarity and accuracy to ensure correct financial outcomes.

When completing the Illinois UI-28 Refund Request Form, it is vital to approach the process with care to ensure a smooth experience. Below are some dos and don'ts to help guide your submission.

• Do ensure that your name and account number are entered exactly as they appear on your contribution report.
• Do provide your current address, and if it has changed, update it through MyTax Illinois or by submitting a UI-50A form.
• Do explain in detail the nature of the overpayment, including facts that support your claim for adjustment or refund.
• Do verify that the total amount of your claim equals the sum of the amounts listed for refund.

• Don't wait until the last minute; you have three years from the date of overpayment to request a refund.
• Don't forget that a separate form is required for each calendar year for which you are filing a claim.
• Don't leave any sections blank, as incomplete information will delay processing and might lead to a denial of your claim.
• Don't forget to sign your form. Only the employer or an authorized agent can sign, and a Power of Attorney must be on file if signed by someone else.

Here are ten common misconceptions about the Illinois UI-28 form, along with clarifications for each:

• You must submit the UI-28 form by mail only. Many believe that they can only submit the form via mail. In fact, you can submit your request online through MyTax Illinois, which is a quicker option.
• The UI-28 form can only be submitted once per year. Some assume that they can only request a refund one time each year. However, the form must be submitted separately for each calendar year where a claim is filed.
• Direct deposit is the only option for receiving refunds. Many people think they have to choose direct deposit. You can also receive your refund as a paper check.
• Completing the UI-28 form is straightforward without any detailed information. It's a misconception that minimal details are needed. In fact, detailed explanations of the overpayment are crucial to avoid delays.
• Filing for a refund means the state will automatically refund the money. Some believe that filing the UI-28 guarantees they will receive their money back. All claims are subject to field investigation and audit, which means a refund isn't guaranteed.
• You do not need to include a signature on the form. There is a belief that getting the form completed is enough. However, the UI-28 must be signed by someone authorized within the organization for it to be valid.
• Any address update on the UI-28 form is official. Many assume that simply listing a new address on the form will update their records. You must officially update your address through MyTax Illinois or a separate form to ensure it's recognized.
• Claims can be made regardless of the time elapsed since the overpayment. Some think they can claim refunds at any time. You actually have a limited window of three years from the date of the overpayment to make a claim.
• The form only applies to employers. There’s a misconception that only employers need to worry about this form. Employees and organizations submitting a claim for refund due to overpayments can also use it.
• One form covers all overpayments, regardless of the type. Some believe that a single UI-28 will suffice for multiple overpayments. In reality, a separate UI-28 form is needed for each unique year or claim.

Key Takeaways for Filling Out and Using the Illinois UI-28 Form:

• The UI-28 Refund Request Form can be submitted online through the MyTax Illinois website, where you can also manage your tax-related information.
• You have three years from the date of the overpayment to request a refund, with some exceptions depending on when the overpayment occurred.
• Ensure that you fill out your name and account number exactly as they appear on your contribution report to avoid delays.
• Your claim must be signed by an authorized person, and if someone else is signing, a Power of Attorney must be on file.