The Hawaii N-11 form serves as the Individual Income Tax Return for residents of Hawaii. This form is essential for reporting income, calculating tax liability, and claiming any applicable deductions or credits. Whether filing for the first time or amending a previous return, understanding the N-11 form is crucial for compliance with state tax regulations.
The Hawaii N-11 form serves as the primary individual income tax return for residents of Hawaii, allowing them to report their earnings and calculate their tax liabilities for a given calendar year. This form is essential for residents who need to disclose their federal adjusted gross income, as well as any applicable state-specific additions and subtractions to that income. Filing status options, such as single, married filing jointly, or head of household, must be indicated, which will affect the tax calculations and potential deductions. The form also includes sections for claiming exemptions for dependents and allows filers to report various credits that may reduce their overall tax burden. Additionally, taxpayers must ensure that they accurately report any taxable income, including pensions and social security benefits, while also considering the standard deduction or itemized deductions based on their financial circumstances. Completing the N-11 form accurately is crucial, as it not only determines the amount of tax owed or refunded but also ensures compliance with Hawaii's tax laws.
Filling out the Hawaii N-11 form can be a straightforward process, but there are common mistakes that individuals often make. These errors can lead to delays in processing or even potential issues with tax obligations. Understanding these mistakes can help ensure that the form is completed accurately.
One frequent mistake is failing to check the appropriate filing status box. The form provides several options, including single, married filing jointly, and head of household. Selecting the wrong status can impact tax calculations significantly. It is essential to carefully consider your situation and choose the status that accurately reflects your circumstances.
Another common error is neglecting to provide Social Security numbers. Both the taxpayer and spouse, if applicable, must include their Social Security numbers. Omitting this information can cause the return to be rejected or delayed. It is advisable to double-check that these numbers are entered correctly and that they match the information on official documents.
Many individuals also overlook the importance of signing the form. Both spouses must sign if filing jointly. A missing signature can result in the return being considered incomplete, which may lead to penalties or delays in processing. Therefore, it is crucial to ensure that all required signatures are present before submitting the form.
Inaccurate calculations are another prevalent issue. Taxpayers should carefully add and subtract figures, particularly when determining taxable income and deductions. Mistakes in calculations can lead to incorrect tax amounts, which may require amendments later. Utilizing a calculator or tax software can help reduce errors in arithmetic.
Some filers forget to attach necessary documents, such as W-2 forms or schedules for credits. These attachments are often essential for verifying income and claiming certain deductions or credits. Not including them can lead to processing delays or the denial of credits. It is wise to review the instructions carefully to ensure all required documents are included.
Additionally, failing to update personal information, such as a change of address or name, can create complications. If the information on the form does not match what the tax authority has on file, it could lead to confusion or issues with communication. Keeping personal information current is vital for smooth processing.
Another mistake occurs when individuals do not take advantage of the standard deduction. Some filers may mistakenly think they need to itemize deductions, even when their total does not exceed the standard deduction amount. Understanding the options available can help maximize potential tax benefits.
Lastly, some people may not carefully read the instructions provided with the form. Each section has specific guidelines that can help prevent errors. Taking the time to read through these instructions can clarify any uncertainties and ensure that the form is filled out correctly.
By being aware of these common mistakes, individuals can approach the Hawaii N-11 form with greater confidence. Careful attention to detail and a thorough review of the form can lead to a smoother tax filing experience.
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
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