Retirees must take action to get final property tax refund

The State of Illinois currently offers income and property tax refunds to many eligible individuals. But some will have to go through some extra paperwork to get their money.

The Illinois Department of Aging (IDoA) is encouraging seniors and retirees who were not required to file an Illinois tax return for 2021 to apply for their property tax refund up to $300 by submitting Form IL-1040-PTR at the Illinois Department of Revenue.

“Many Illinois residents who filed income taxes in 2021 and claimed a property tax credit will automatically receive a property tax refund under the Governor’s Illinois Family Assistance Plan. Pritzker,” said Paula Basta, director of the Illinois Department of Aging (IDoA). “Seniors and retirees may not realize that they can also get the refund, but only if they submit the correct documents to the State of Illinois.”

As part of the Illinois Family Relief Plan passed by the Illinois House and Senate, one-time income and property tax refunds will be provided to taxpayers who meet certain conditions of income. Homeowners who paid 2021 Illinois property taxes on their primary residence in 2020 are eligible for the property tax refund, although they will need to take steps to claim it if they were not required to. file a 2021 Illinois tax return. Taxpayers who claimed a property tax credit on their 2021 Illinois tax return (IL-1040) using Schedule ICR do not need to take further steps to receive their property tax refund.

To apply for the property tax rebate only, seniors must complete and submit Form IL-1040-PTReither by mail or electronically via MyTax Illinois, no later than October 17, 2022. Step-by-step instructions are available here.

Additional assistance is available by calling the Illinois Department of Revenue at 1-800-732-8866 or 217-782-3336.

“For seniors on fixed incomes, every dollar counts, especially with high inflation,” Basta said. “Not claiming this refund would leave money on the table, and we want to make sure seniors are aware of the steps they need to take to receive it.”

IDoA serves and advocates for Illinois seniors and their caregivers by administering quality, culturally appropriate programs that foster partnerships and promote independence, dignity, and quality of life. For more information on the Department’s programs and services for seniors and persons with disabilities, visit or contact the Seniors Helpline toll-free at 1-800-252-8966, Monday through Friday, 8:30 a.m. to 5 p.m.

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