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Overview

The Hawaii N-11 form is an essential document for residents filing their individual income tax returns. This form is specifically designed for those who are filing for the calendar year or making amendments to previous submissions. It requires taxpayers to provide crucial information such as their filing status, personal details, and income figures. Individuals must indicate whether they are filing as single, married filing jointly, married filing separately, head of household, or qualifying widow(er). The form also includes sections for reporting exemptions, adjustments to income, and various deductions, such as standard or itemized deductions. Furthermore, taxpayers must calculate their taxable income and determine their tax liability based on this figure. The N-11 form also allows for the inclusion of tax credits, which can reduce the amount owed. Completing this form accurately is vital for ensuring compliance with Hawaii’s tax laws and for maximizing potential refunds or minimizing tax liabilities.

Document Preview Example

FORM

STATE OF HAWAII — DEPARTMENT OF TAXATION

N-11

Individual Income Tax Return

(Rev. 2011)

RESIDENT

 

 

Calendar Year 2011

 

OR

AMENDED Return

NOL Carryback

FOR OFFICE USE ONLY

Fiscal Year Beginning

and Ending

THIS

฀ ฀ ฀ ฀ ฀ ฀ ฀ ฀ ฀ ฀ ฀

Do NOT Submit a Photocopy!!

Place an X in applicable box, if appropriate

First Time Filer

Address or Name Change

Your First Name

M.I. Your Last Name

Here

 

 

 

Spouse’s First Name

M.I.

Spouse’s Last Name

Label

 

 

 

Place

Care Of (See Instructions, page 7.)

 

 

 

 

 

Present mailing or home address (Number and street, including Rural Route)

City, town or post office.

State

Postal/ZIP code

 

 

 

If Foreign address, enter Province and/or State

 

Country

 

 

 

SPACE

RESERVED

‹ IMPORTANT — Complete this Section ‹

Enter the first four letters of your last name.

Use ALL CAPITAL letters

Your Social

Security Number

Enter the first four letters

of your Spouse’s last name. Use ALL CAPITAL letters

Spouse's Social

Security Number

฀ ฀ ฀ ฀

(Place an X in only ONE box)

1Single

2Married filing joint return (even if only one had income).

3Married filing separate return. Enter spouse’s SSN and the first four letters of last name above. Enter spouse’s full name here. _____________________________________

4Head of household (with qualifying person). If the qualifying person is a child but not your dependent, enter the child’s full

name. h __________________________________

5Qualifying widow(er) with dependent child. Enter the year

your spouse died

฀ ฀ ฀ ฀ ฀

CAUTION: If you can be claimed as a dependent on another person’s tax return (such as your parents’), DO NOT place an X on line 6a, but be sure to place an X above line 21.

6a

Yourself

Age 65 or over

Enter the number of Xs

 

6b

Spouse

Age 65 or over

} on 6a and 6b

฀

 

If you placed an X on lines 3 and 6b above, see the Instructions on page 9 and if your spouse meets the qualifications, place an X here

 

6c

Enter the number of your dependent children (see page 9 of the Instructions)

6c

฀

6d

Enter the number of other dependents (see page 9 of the Instructions)

6d

 

6e

Total number of exemptions claimed.

Add numbers entered in boxes 6a thru 6d above

6e฀

 

 

 

 

 

 

 

FORM N-11

฀

฀

฀

฀

฀ ฀ ฀

 

Your Social Security Number

Your Spouse’s SSN

Name(s) as shown on return

ROUND TO THE NEAREST DOLLAR

7

Federal adjusted gross income (AGI) (see page 11 of the Instructions)

7

 

 

8

Difference in state/federal wages due to COLA, ERS,

 

 

 

 

 

 

 

 

etc. (see page 11 of the Instructions)

8

 

 

 

 

 

 

9

Interest on out-of-state bonds

 

 

 

 

 

 

 

 

 

(including municipal bonds)

9

 

 

 

 

 

 

 

Other Hawaii additions to federal AGI

 

 

 

 

 

 

 

 

(see page 11 of the Instructions)

฀

 

 

 

 

 

 

11

Add lines 8 through 10

Total Hawaii additions to federal AGI

11

 

 

 

 

12

Add lines 7 and 11

 

 

12

 

 

13

..............Pensions taxed federally but not taxed by Hawaii

13

 

 

 

 

 

 

14

.................Social security benefits taxed on federal return

14

 

 

 

 

 

 

15First $5,881 of military reserve or Hawaii national

guard duty pay

15

16 Payments to an individual housing account

16

17Exceptional trees deduction (attach affidavit)

(see page 14 of the Instructions)

17

18Other Hawaii subtractions from federal AGI

(see page 14 of the Instructions)

18

 

 

 

 

 

 

 

19 Add lines 13 through 18

 

 

 

 

 

 

 

 

............................................ Total Hawaii subtractions from federal AGI

19

 

 

 

 

 

Line 12 minus line 19

 

Hawaii AGI ³

฀

 

 

 

 

 

 

 

 

 

CAUTION: If you can be claimed as a dependent on another person’s return, see the Instructions on page 15, and place an X here.

21If you do not itemize your deductions, go to line 23 below. Otherwise go to page 15 of the Instructions and enter your itemized deductions here.

21a Medical and dental expenses

 

(from Worksheet A-1)

21a

21b

Taxes (from Worksheet A-2)

21b

21c

Interest expense (from Worksheet A-3)

21c

21d

Contributions (from Worksheet A-4)

21d

21e

Casualty and theft losses (from Worksheet A-5)

21e

21f

Miscellaneous deductions (from Worksheet A-6)

21f

23If you checked filing status box: 1 or 3 enter $2,000;

2 or 5 enter $4,000; 4 enter $2,920

Standard Deduction ³ 23

TOTAL ITEMIZED

DEDUCTIONS

22Add lines 21a through 21f. If your adjusted gross income is above a certain amount, you may not be able to deduct all of your itemized deductions. See the Instructions on page 21. Enter total here and go to line 24.

24 Line 20 minus line 22 or 23, whichever applies. (This line MUST be filled in)

24

FORM N-11

฀

฀

฀

฀

฀ ฀ ฀

 

Your Social Security Number

Your Spouse’s SSN

Name(s) as shown on return

25If line 20 is $89,981 or less, multiply $1,040 by the total number of exemptions claimed on line 6e. Otherwise, see page 21 of the Instructions. If you and/or your spouse are blind, deaf, or disabled, place an X in the applicable box(es), and see page 21 of the Instructions.

 

Yourself

Spouse

25

26

Taxable Income. Line 24 minus line 25 (but not less than zero)

Taxable Income ³ 26

27

Tax. Place an X if from

Tax Table;

Tax Rate Schedule; or

Capital Gains Tax

 

Worksheet on page 37 of the Instructions.

 

 

(Place an X if tax from Forms N-2, N-103, N-152, N-168, N-312, N-318, N-338,

N-344, N-405, N-586, N-615, or N-814 is included.)

Tax ³ 27

27a If tax is from the Capital Gains Tax Worksheet, enter

 

 

 

 

 

the net capital gain from line 14 of that worksheet

27a

 

 

 

 

 

 

28

Refundable Food/Excise Tax Credit

 

 

(attach Schedule X) DHS, etc. exemptions

.... 28

29

Credit for Low-Income Household

 

 

Renters (attach Schedule X)

29

 

Credit for Child and Dependent

 

 

Care Expenses (attach Schedule X)

31Credit for Child Passenger Restraint

 

System(s) (attach a copy of the invoice)

31

 

 

 

32

Total refundable tax credits from

 

 

 

 

 

Schedule CR (attach Schedule CR)

32

 

 

 

33

Add lines 28 through 32

Total Refundable Credits ³ 33

34

Line 27 minus line 33. If line 34 is zero or less, see Instructions.

.................................................. 34

35

Total nonrefundable tax credits (attach Schedule CR)

35

36

Line 34 minus line 35

 

Balance ³ 36

37Hawaii State Income tax withheld (attach W-2s)

 

(see page 26 of the Instructions for other attachments)

37

38

2011 estimated tax payments

38

39

Amount of estimated tax applied from 2010 return

39

 

Amount paid with extension

฀

41

Add lines 37 through 40

Total Payments ³ 41

-

-

42

If line 41 is larger than line 36, enter the amount

(line 41 minus line 36) (see Instructions).. 42

43

Contributions to (see page 27 of the Instructions):

Yourself

Spouse

 

43a Hawaii Schools Repairs and Maintenance Fund

$2

$2

 

43b Hawaii Public Libraries Fund

$2

$2

 

43c Domestic Violence / Child Abuse and Neglect Funds

$5

$5

44

Add the amounts of the Xs on lines 43a through 43c and enter the total here

44

 

45 Line 42 minus line 44

45

FORM N-11

฀

฀

฀

฀

฀ ฀ ฀

 

Your Social Security Number

Your Spouse’s SSN

X

Name(s) as shown on return

46Amount of line 45 to be applied to your

฀

฀

46

47a Amount to be REFUNDED TO YOU (line 45 minus line 46) If filing late,

see page 27 of Instructions

47a

Place an X in this box if this refund will ultimately be deposited to a foreign (non-U.S.) bank. Do not complete lines 47 b, c, or d.

b Routing number

 

c Type:

Checking

Savings

dAccount number

48

฀

฀

(line 36 minus line 41). Send Form N-200V with your payment.

 

 

Make check or money order payable to the “Hawaii State Tax Collector”

48

49Estimated tax penalty. (See page 28 of

Instructions.) Do not include on line 42 or 48. Place an X in

this box if Form N-210 is attached ³

49

฀AMENDED RETURN ONLY – Amount paid (overpaid) on original return. (See Instructions) (attach Sch. AMD).......

51

AMENDED RETURN ONLY – Balance due (refund) with amended return. (See Instructions) (attach Sch. AMD) ..... 51

 

 

 

 

 

 

 

 

 

 

 

 

52

Did you file a federal Schedule C?

Yes

No

If yes, enter Hawaii gross receipts

 

your main business activity:

 

 

 

,

 

 

 

 

 

 

your main business product:

 

 

 

, AND your HI Tax I.D. No. for this activity

 

 

 

 

 

 

 

 

53

Did you file a federal Schedule E

 

 

 

If yes, enter Hawaii gross rents received

 

for any rental activity?

Yes

No

 

 

 

 

 

 

 

 

 

 

 

 

AND your HI Tax I.D. No. for this activity

 

 

54

Did you file a federal Schedule F?

Yes

No

If yes, enter Hawaii gross receipts

 

your main business activity:

 

 

 

,

 

 

 

 

 

 

your main business product:

 

,

AND your HI Tax I.D. No. for this activity

 

 

 

 

 

 

 

 

 

 

 

 

DESIGNEE

If designating another person to discuss this return with the Hawaii Department of Taxation, complete the following. This is not a full power of attorney. See page 29 of the Instructions.

Designee’s name h

Phone no. h

Identification number h

฀

CAMPAIGN FUND

Do you want $3 to go to the Hawaii Election Campaign Fund?

Yes

No

If joint return, does your spouse want $3 to go to the fund?

Yes

No

 

 

 

Note: Placing an X in the “Yes” box will not increase your tax or reduce your refund.

PLEASE SIGN HERE

DECLARATION — I declare, under the penalties set forth in section 231-36, HRS, that this return (including accompanying schedules or statements) has been examined by me and, to the best of my knowledge and belief, is a true, correct, and complete return, made in good faith, for the taxable year stated, pursuant to the Hawaii Income Tax Law, Chapter 235, HRS.

Your signatureDateSpouse’s signature (if filing jointly, BOTH must sign) Date

h

 

 

 

h

 

 

 

 

 

 

 

 

 

 

 

 

Your Occupation

 

Daytime Phone Number

 

Your Spouse’s Occupation

Daytime Phone Number

 

 

 

 

 

 

 

 

 

 

 

Preparer’s

 

 

 

Date

Check if

Preparer’s identification number

 

 

 

 

 

 

 

 

 

Signature

 

 

 

 

Self Employed h

 

Paid

 

 

 

 

 

 

 

Print

h

 

 

 

 

 

Preparer’s

 

 

 

Federal E.I. No. h

 

Preparer’s Name

 

 

 

 

Information

 

 

 

 

 

 

 

 

 

Firm’s name (or yours

 

 

 

Phone No. h

 

 

 

if self-employed),

h

 

 

 

 

 

 

Address, and ZIP Code

 

 

 

 

 

FORM N-11

How to Fill Out Hawaii N 11

Completing the Hawaii N-11 form is an important step in filing your state income tax return. This process requires accurate information about your income, deductions, and personal details. After filling out the form, you will need to submit it to the Hawaii Department of Taxation, along with any required attachments.

  1. Begin by marking the appropriate box to indicate if this is your first-time filing, or if you have a name or address change.
  2. Enter your first name, middle initial, and last name in the designated fields.
  3. Provide your spouse's first name, middle initial, and last name if filing jointly.
  4. Fill in your current mailing or home address, including city, state, and ZIP code.
  5. Complete the section for Social Security Numbers by entering your own and your spouse's, using the first four letters of your last name in capital letters.
  6. Select your filing status by placing an X in the appropriate box for single, married filing jointly, married filing separately, head of household, or qualifying widow(er).
  7. Indicate if you or your spouse are age 65 or over by placing an X in the relevant boxes.
  8. Enter the number of dependent children and other dependents, if applicable, and calculate the total number of exemptions claimed.
  9. Provide your federal adjusted gross income (AGI) and any additional amounts as outlined in the form.
  10. Calculate your total Hawaii additions and subtractions from federal AGI, following the instructions provided.
  11. Determine your taxable income by subtracting the appropriate deductions from your adjusted gross income.
  12. Calculate your tax liability based on your taxable income, using the tax tables or worksheets as needed.
  13. List any refundable credits you may qualify for, and calculate your total payments made.
  14. Complete the refund section if you are expecting a refund, or the payment section if you owe taxes.
  15. Sign and date the form, ensuring both you and your spouse sign if filing jointly.
  16. If applicable, provide information for any tax preparers or designees you wish to authorize.

Common mistakes

When individuals fill out the Hawaii N-11 form, several common mistakes can lead to complications or delays in processing their tax returns. One significant error is failing to provide accurate personal information. This includes ensuring that names are spelled correctly and that Social Security numbers are entered without mistakes. Errors in this section can result in the form being rejected or delayed, as the Department of Taxation relies on this information to verify identity and process returns.

Another frequent mistake involves the selection of the appropriate filing status. Taxpayers sometimes misidentify their status, which can impact their tax liability and eligibility for certain deductions or credits. For example, selecting "Married filing separately" instead of "Married filing jointly" can lead to a higher tax bill. It is essential for filers to review the definitions of each status carefully and choose the one that accurately reflects their situation.

Many people also overlook the importance of completing all required sections of the form. Incomplete forms can lead to processing delays or even penalties. For instance, failing to report all sources of income or neglecting to claim eligible deductions can result in an inaccurate tax return. Taxpayers should ensure that they have all necessary documentation and that they have filled out every relevant section of the form before submission.

Lastly, individuals often forget to sign and date their returns. This step is crucial, as an unsigned return is considered invalid. Both spouses must sign if filing jointly. Additionally, failing to provide a daytime phone number can hinder communication if the tax department has questions or needs clarification regarding the return. It is advisable to double-check the entire form for completeness and accuracy before submission to avoid these common pitfalls.

Documents used along the form

The Hawaii N-11 form is an essential document for residents filing their individual income tax returns in Hawaii. Alongside this form, several other documents may be required to ensure accurate tax reporting and compliance. Below is a list of commonly used forms that complement the N-11.

  • Form N-200V: This form is used for payment of taxes owed. Taxpayers must submit it along with their payment if they owe taxes when filing their return. It helps to ensure that payments are properly credited to the taxpayer's account.
  • Schedule CR: This schedule is utilized to claim various tax credits, such as those for low-income renters or child and dependent care expenses. It allows taxpayers to provide detailed information about their eligibility for these credits.
  • Statement of Fact Texas: This document is essential for certifying specific details in vehicle transactions in Texas. For more information, visit Texas Documents.
  • Form N-210: This form is necessary if a taxpayer is subject to an estimated tax penalty. It provides the details needed to calculate and report any penalties incurred for underpayment of estimated taxes.
  • Schedule AMD: This schedule is specifically for amended returns. If a taxpayer needs to correct their original N-11 submission, this form helps to outline the changes and any adjustments to tax liability.

Having these documents ready when filing the Hawaii N-11 can streamline the process and help ensure that all necessary information is included. This attention to detail can make a significant difference in achieving a smooth filing experience.

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Obtain Answers on Hawaii N 11

  1. What is the Hawaii N-11 form?

    The Hawaii N-11 form is the individual income tax return for residents of Hawaii. It is used by individuals to report their income, calculate their tax liability, and claim any applicable credits or deductions for the tax year. This form is essential for ensuring compliance with Hawaii's tax laws.

  2. Who should file the N-11 form?

    Residents of Hawaii who have earned income during the tax year are required to file the N-11 form. This includes individuals who are single, married filing jointly, married filing separately, heads of household, or qualifying widows/widowers. If you can be claimed as a dependent on someone else's tax return, you should follow specific instructions regarding your filing status.

  3. What information do I need to complete the N-11 form?

    To complete the N-11 form, you will need the following information:

    • Your Social Security number and that of your spouse (if applicable).
    • Your total income, including wages, pensions, and other sources.
    • Details of any deductions or credits you plan to claim.
    • Information on dependents, if applicable.

  4. What are the filing deadlines for the N-11 form?

    The filing deadline for the N-11 form is typically April 20th of the year following the tax year. If you need more time, you may file for an extension, but you must pay any taxes owed by the original deadline to avoid penalties.

  5. Can I file the N-11 form electronically?

    Yes, you can file the N-11 form electronically. The Hawaii Department of Taxation offers online filing options through its website, which can make the process quicker and easier. Be sure to follow all instructions carefully when filing online.

  6. What happens if I make a mistake on my N-11 form?

    If you discover an error after submitting your N-11 form, you can file an amended return using Form N-11A. It is important to correct any mistakes to ensure that your tax records are accurate and to avoid potential penalties.

  7. What deductions can I claim on the N-11 form?

    The N-11 form allows for various deductions, including:

    • Standard deductions based on your filing status.
    • Itemized deductions, such as medical expenses, taxes paid, and charitable contributions.
    • Specific deductions for dependents and other eligible expenses.

    Refer to the instructions provided with the form for a complete list of eligible deductions.

  8. How can I check the status of my N-11 tax return?

    You can check the status of your N-11 tax return by visiting the Hawaii Department of Taxation's website. They provide resources to help you track your return and any refunds due. You may need to provide personal information for verification.

  9. What should I do if I owe taxes?

    If you owe taxes, you should pay the amount due by the filing deadline to avoid penalties and interest. You can make payments online, by mail, or through other accepted methods. If you cannot pay the full amount, consider contacting the Hawaii Department of Taxation to discuss payment options or installment agreements.

  10. Where can I find help with filling out the N-11 form?

    Assistance is available through various resources. The Hawaii Department of Taxation provides detailed instructions with the N-11 form. Additionally, you may seek help from tax professionals, local tax assistance centers, or community organizations that offer free tax preparation services.

Document Attributes

Fact Name Description
Form Purpose The Hawaii N-11 form is used for filing individual income tax returns for residents of Hawaii. It allows individuals to report their income, claim deductions, and calculate their tax liability for the year.
Filing Status Options This form provides several filing status options, including Single, Married Filing Jointly, Married Filing Separately, Head of Household, and Qualifying Widow(er). Each status affects the tax calculations and exemptions available.
Governing Laws The Hawaii N-11 form is governed by the Hawaii Income Tax Law, specifically Chapter 235 of the Hawaii Revised Statutes (HRS). This law outlines the rules and regulations for individual income taxation in the state.
Amended Returns Taxpayers can use the N-11 form to file amended returns. This is important for correcting errors made in the original filing, allowing for adjustments to income, deductions, or credits claimed.

Misconceptions

  • Misconception 1: The N-11 form is only for residents who earn a lot of money.

    • This is not true. The N-11 form is for all Hawaii residents who need to file an individual income tax return, regardless of their income level. Even if you earn a small amount, you may still need to file.

  • Misconception 2: Filing the N-11 form is optional for everyone.

    • In reality, most residents are required to file the N-11 form if they meet certain income thresholds. Failing to file when required can lead to penalties.

  • Misconception 3: You can submit a photocopy of the N-11 form.

    • This is incorrect. The form must be submitted in its original format. Photocopies are not accepted, so it’s important to use the official form provided by the Hawaii Department of Taxation.

  • Misconception 4: The N-11 form is the same as the federal tax return.

    • This is a common misunderstanding. While both forms deal with income tax, the N-11 form is specific to Hawaii state taxes and has different rules and requirements than the federal tax return.

Key takeaways

  • Ensure you complete the N-11 form accurately to avoid delays in processing your tax return. Mistakes can lead to additional scrutiny from tax authorities.

  • Use ALL CAPITAL letters when entering your name and your spouse's name. This helps maintain clarity in your submission.

  • Check the appropriate filing status box. Your status affects your tax rates and available deductions, so select the correct option carefully.

  • Be mindful of the exemptions. The number of dependents you claim can significantly impact your taxable income.

  • Attach all necessary documentation, such as W-2 forms and any schedules required for credits or deductions. Incomplete submissions can delay refunds.

  • Sign and date the form before submission. Both you and your spouse must sign if filing jointly, as this confirms the accuracy of the information provided.