The Hawaii N-11 form is the official document for filing individual income tax returns for residents who were within the state for the entire tax year. This comprehensive form, revised in 2011 by the Department of Taxation, is designed to accurately capture an individual's financial details, including income, deductions, and applicable credits, to calculate tax obligations or refunds. For those preparing to navigate through their financial responsibilities, understanding every section of the N-11 form is crucial. Click the button below to begin filling out your form.
Every year, residents of Hawaii engage with the intricacies of the state's tax requirements through various forms, among which the Hawaii N-11 form stands out as the primary avenue for individual income tax return submissions. Revised in 2011, this form caters exclusively to residents, offering sections for both calendar year and amended returns, including specifics for Net Operating Loss (NOL) carrybacks. Designed comprehensively, it addresses a wide spectrum of filing conditions, encapsulating options for different filing statuses such as single, married (filing jointly or separately), head of household, and qualifying widow(er) with dependent child. It underlines the need for accurate information concerning social security numbers, exemptions based on age, dependents, and adjustments for both additions and subtractions to federal Adjusted Gross Income (AGI) to tailor to specific Hawaii tax considerations. Added to these are directives for addressing tax credits, including those refundable and non-refundable, alongside provisions for estimated tax payments and penalties. The form rounds off with options for designated campaign fund contributions, signaling the intertwining of tax procedures with broader societal contributions. Throughout, it emphasizes accuracy, legality, and adherence to state tax laws, reflecting a microcosm of the responsibilities and benefits of fiscal citizenship in Hawaii.
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
(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
} 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)
6d
Enter the number of other dependents (see page 9 of the Instructions)
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)
8
Difference in state/federal wages due to COLA, ERS,
etc. (see page 11 of the Instructions)
9
Interest on out-of-state bonds
(including municipal bonds)
Other Hawaii additions to federal AGI
(see page 11 of the Instructions)
11
Add lines 8 through 10
Total Hawaii additions to federal AGI
12
Add lines 7 and 11
13
..............Pensions taxed federally but not taxed by Hawaii
14
.................Social security benefits taxed on federal return
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
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)
21c
Interest expense (from Worksheet A-3)
21d
Contributions (from Worksheet A-4)
21e
Casualty and theft losses (from Worksheet A-5)
21f
Miscellaneous deductions (from Worksheet A-6)
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
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.
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)
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)
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)
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
39
Amount of estimated tax applied from 2010 return
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):
43a Hawaii Schools Repairs and Maintenance Fund
$2
43b Hawaii Public Libraries Fund
43c Domestic Violence / Child Abuse and Neglect Funds
$5
44
Add the amounts of the Xs on lines 43a through 43c and enter the total here
45 Line 42 minus line 44
45
X
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”
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?
AND your HI Tax I.D. No. for this activity
54
Did you file a federal Schedule F?
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?
If joint return, does your spouse want $3 to go to the fund?
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
Your Occupation
Daytime Phone Number
Your Spouse’s Occupation
Preparer’s
Date
Check if
Preparer’s identification number
Signature
Self Employed h
Paid
Print
Federal E.I. No. h
Preparer’s Name
Information
Firm’s name (or yours
Phone No. h
if self-employed),
Address, and ZIP Code
When it comes to managing your taxes, the process can seem daunting at first glance. However, the key is to approach it step-by-step, focusing on accuracy and understanding what the numbers and sections represent. For residents in Hawaii, the N-11 form is an essential document for submitting your individual income tax return. Below, you'll find a breakdown of the steps required to fill it out. Remember, taking it step by step can make the process less overwhelming and ensure that you complete the form correctly.
Filling out the Hawaii N-11 form is a crucial step in fulfilling your tax obligations. By following these step-by-step instructions closely, you can provide accurate and thorough information, ensuring your tax return is processed smoothly. Remember, it's important to double-check your entries for accuracy to avoid potential delays or issues with your return.
What is Form N-11?
Form N-11 is the standard Individual Income Tax Return for residents of Hawaii. It is used for filing annual state income tax returns with the Hawaii Department of Taxation. This form is suitable for residents who have various income types, deductions, and credits.
Who should file the Hawaii N-11 form?
Any Hawaii resident who received income during the tax year and meets the filing requirements set by the Hawaii Department of Taxation should file Form N-11. This includes individuals, married couples filing jointly, and heads of households.
Can Nonresidents use Form N-11 for filing their taxes?
No, nonresidents cannot use Form N-11. They must use Form N-15, which is specifically designed for nonresident filers reporting income from Hawaii sources.
What sections does Form N-11 contain?
Form N-11 is divided into sections that cover personal information, income, deductions, taxes calculated, credits, and the amount owed or refunded. It also includes spaces for signature, date, and preparer's information, if applicable.
How do I report adjustments to my federal adjusted gross income on Form N-11?
Adjustments to federal adjusted gross income are reported directly on Form N-11. Sections of the form allow for additions or subtractions to this income, including differences in state and federal wages, interest on out-of-state bonds, and special deductions specific to Hawaii tax law.
Are there special credits I can claim on Form N-11?
Yes, Form N-11 offers a variety of credits specific to Hawaii residents, such as credits for low-income household renters, childcare expenses, and contributions to the Hawaii Schools Repairs and Maintenance Fund. These help reduce the overall tax liability.
What should I do if I need to amend a previously filed Form N-11?
If you need to amend a previously filed Form N-11, you should complete a new form and check the box indicating that it is an amended return. Detailed instructions on how to correctly amend your return are provided in the state's tax form instructions.
How do I apply for a refund or pay any taxes due with Form N-11?
To apply for a refund, ensure that you've correctly filled out the sections relating to deductions and credits to calculate your refund amount. If you're due a refund, it will be indicated on the form.
To pay taxes due, calculate the total amount you owe and include payment with your tax return. For added convenience, the Hawaii Department of Taxation allows for payments to be made online.
Where can I find more information or get help with filling out Form N-11?
For more information or assistance with Form N-11, you can visit the Hawaii Department of Taxation's official website. They offer comprehensive guides, instructions, and resources to help taxpayers understand how to fill out and file their tax returns accurately.
When filling out the Hawaii N-11 form, people often make errors that can affect their tax returns. Being aware of these common mistakes can help ensure that the form is completed accurately and efficiently.
Not checking the correct filing status box: Individuals sometimes select the wrong status, such as "Single" when they qualify as "Head of household," which can affect tax calculations.
Entering incorrect Social Security Numbers (SSNs): Mistyping a SSN for yourself or a spouse can lead to processing delays or incorrect tax assessments.
Omitting income adjustments: Failing to include adjustments such as contributions to retirement accounts or deductions for student loan interest can result in inaccurate taxable income figures.
Incorrectly claiming deductions or credits: Taxpayers often miss out on beneficial deductions or credits due to misunderstandings about eligibility or calculation errors.
Forgetting to sign and date the form: An unsigned form is not considered valid and will not be processed until corrected, potentially delaying any refunds.
Overlooking additional income sources: Not reporting income from all sources, including freelance work, investments, or rental properties, can lead to underreporting and penalties.
Avoiding these mistakes is crucial for an accurate and timely tax return. It's always recommended to review the form and its instructions carefully or consult with a tax professional if uncertain about any requirements.
When residents of Hawaii prepare their annual tax documents, particularly the N-11 Individual Income Tax Return, various additional forms and documents often accompany this filing to provide a comprehensive overview of an individual's financial picture for the year. Understanding these documents is crucial for a complete and accurate tax return filing.
These documents serve as tools to ensure the tax return process is thorough and reflects an individual's fiscal year with clarity. Whether it's income, credits, or amendments, each form plays a crucial role in ensuring the accuracy and completeness of Hawaii's N-11 tax filings. It's also important to keep abreast of any changes or updates to these forms, as tax regulations and requirements can evolve.
The Hawaii N-11 form is similar to the IRS Form 1040 used for individual federal income tax returns in the United States. Both documents are designed to report an individual's annual income, calculate taxes owed to the government, or determine the amount of refund due to the taxpayer. They require similar pieces of information, such as the taxpayer's income level, tax credits, deductions, and personal identification details. However, while Form 1040 caters to federal tax obligations, the N-11 is specific to the state of Hawaii, addressing state tax liabilities and credits that may differ from federal allowances.
Another document resembling the Hawaii N-11 form is the California Form 540, which serves as the annual state individual income tax return for California residents. Like the Hawaii N-11, the California 540 form takes into account various income sources, deductions, and credits to compute the state tax. Both forms adjust for specific state-level tax considerations, such as income adjustments and state-specific deductions, not present in the federal tax code. Where the Hawaii N-11 form has provisions for unique Hawaii tax adjustments, the California Form 540 includes similar sections tailored to California's tax laws, reflecting the distinct tax policies of each state.
When completing the Hawaii N-11 form, it's important to adhere to a set of dos and don'ts to ensure the process is smooth and error-free. Here's a guide to help you navigate filling out this form correctly:
Understanding the Hawaii N-11 form can sometimes be challenging, leading to various misconceptions. Below are some of the common misconceptions and the realities behind them:
Understanding these misconceptions about the Hawaii N-11 form can help residents accurately complete their tax returns and possibly reduce their tax liability or increase their refund amount.
Understanding the Hawaii N-11 form is crucial for residents who are preparing their individual income tax returns. Here are some key takeaways to guide you through filling out and using the form correctly:
Properly completing and understanding the Hawaii N-11 form can significantly impact your tax obligations and returns. Always consult the instructions or a tax professional if you encounter difficulties or have specific questions related to your tax situation.
Trademark Search Hawaii - The provision for a dishonored check fee within the form's instructions underlines the importance of reliable payment in the completion of the assignment procedure.
Hawaii T1 - Submitting the T1 form involves a nonrefundable filing fee, emphasizing the importance of accuracy in the application.
N-11 Hawaii - Applicants must submit the form to the Hawaii Department of Taxation by the original due date of their income tax return.