Fill Your Hawaii N15 Tax Form Open Editor

Fill Your Hawaii N15 Tax Form

The Hawaii N-15 Tax Form is the Individual Income Tax Return specifically designed for nonresidents and part-year residents of Hawaii. This form allows individuals to report their income and calculate their tax liability for the calendar year. Understanding how to complete the N-15 is essential for ensuring compliance with Hawaii's tax laws.

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Content Overview

The Hawaii N15 Tax form serves as a crucial document for nonresidents and part-year residents who need to report their income and calculate their tax obligations to the state. This form is specifically designed for individuals who may not have been full-time residents of Hawaii during the tax year, allowing them to accurately reflect their income earned while living or working in the state. The N15 requires filers to provide personal information, including names, Social Security numbers, and addresses, ensuring that the state can properly identify taxpayers. Additionally, the form outlines various income sources, such as wages, interest, and business income, alongside deductions and credits that can help reduce overall tax liability. Notably, filers must attach their federal income tax return and any relevant W-2 forms, which provide essential details about their earnings. The N15 also includes sections for claiming exemptions, calculating adjusted gross income, and determining the final tax owed or refund due. Understanding the intricacies of this form is vital for anyone navigating Hawaii's tax landscape, ensuring compliance and potentially maximizing their tax benefits.

Common mistakes

Filling out the Hawaii N15 Tax form can be challenging. Many individuals make common mistakes that can lead to delays or issues with their tax returns. Here are six frequent errors to avoid.

One common mistake is failing to attach the necessary documents. Taxpayers must include a copy of their W-2 forms and their federal income tax return. Without these documents, the form may be considered incomplete, which can result in processing delays.

Another error involves incorrect personal information. Entering names, Social Security numbers, or addresses incorrectly can create significant issues. Ensure that all information matches official documents. Use all capital letters for names as instructed to avoid confusion.

Many people also overlook their filing status. Selecting the wrong status can affect tax calculations and deductions. For example, if someone qualifies as head of household but selects single, they may miss out on valuable tax benefits.

Additionally, miscalculating income is a frequent issue. It's crucial to accurately report all sources of income, including wages, interest, and dividends. Double-check the figures entered in the total income section to ensure they align with the attached W-2 forms.

Claiming exemptions incorrectly is another mistake. Taxpayers must carefully count their dependents and ensure that they fill in the correct number on the form. This includes understanding who qualifies as a dependent and how many exemptions can be claimed.

Finally, neglecting to sign and date the form is a common oversight. Both the taxpayer and spouse (if filing jointly) must sign. An unsigned form is invalid and will not be processed, leading to further delays.

Document Sample

FORM

STATE OF HAWAII — DEPARTMENT OF TAXATION

DO NOT WRITE IN THIS AREA

 

 

N-15

Individual Income Tax Return

 

 

 

 

(Rev. 2021) NONRESIDENT and PART-YEAR RESIDENT

 

 

 

 

 

 

 

 

 

Calendar Year 2021

 

 

 

 

 

 

OR

 

 

 

 

N15_F 2021A 01 VID01 Tax Year

thru

 

 

 

 

Part-Year Resident

Nonresident

Nonresident Alien or Dual-Status Alien

MSRRA

Composite

(Enter period of Hawaii residency above)

 

 

 

 

 

AMENDED Return

NOL Carryback

IRS Adjustment

First Time Filer

FOROFFICE USE ONLY

Do NOT Submit a Photocopy!!

• ATTACH COPY 2 OF FORM W-2 HERE •

ATTACH A COPY OF YOUR 2021 FEDERAL

INCOME TAX RETURN

Your First Name

M.I.

Your Last Name

 

Suffix

 

 

 

 

 

 

 

u IMPORTANT — Complete this Section u

 

 

 

 

 

 

Spouse’s First Name

M.I.

Spouse’s Last Name

Suffix

Enter the first four letters

of your last name.

 

 

 

 

 

Use ALL CAPITAL letters

 

 

 

 

 

Your Social

 

Care Of (See Instructions, page 8.)

 

 

 

 

Security Number

 

 

 

 

 

Deceased

Date of Death

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

 

Enter the first four letters

 

 

 

 

 

 

 

 

 

 

of your Spouse’s last name.

 

 

 

 

 

Use ALL CAPITAL letters

City, town or post office

 

State

Postal/ZIP code

 

Spouse's Social

 

 

 

 

 

 

Security Number

If Foreign address, enter Province and/or State

 

 

Country

 

Deceased

Date of Death

ORDER HERE •

(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. † __________________________________

5Qualifying widow(er) (see page 9 of the Instructions) Enter the year your spouse died

• ATTACH CHECK OR MONEY

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 below line 37.

6a

Yourself

 

Age 65 or over

Enter the number of Xs

 

Â

6b

Spouse

Age 65 or over

 

 

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

 

 

 

 

 

 

 

Dependents:

If more than 6 dependents

2. Dependent’s social

 

 

 

 

and

1. First and last name

use attachment

security number

3. Relationship

 

 

 

6d

 

 

 

 

 

Enter number of

 

6c Â

 

 

 

 

 

your children listed

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Enter number of

6d Â

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

other dependents

 

 

 

 

 

 

 

 

 

 

 

 

6e Â

 

 

 

 

 

 

 

 

6e Total number of exemptions claimed. Add numbers entered in boxes 6a thru 6d above

N151C0S1

ID NO 01

FORM N-15 (REV. 2021)

Form N-15 (Rev. 2021)

 

Page 2 of 4

 

 

 

Your Social Security Number

Your Spouse’s SSN

N15_F 2021A 02 VID01

Name(s) as shown on return

 

 

 

 

 

 

 

 

 

 

Col. A - Total Income

Col. B - Hawaii Income

7

Wages, salaries, tips, etc. (attach Form(s) W-2)

7

 

8

Interest income from the worksheet on page 38 of

 

 

 

the Instructions

8

 

9

Ordinary dividends

9

 

10

State income tax refund from the worksheet on

 

 

 

page 38 of the Instructions

10

 

11

Alimony received

11

 

12

Business or farm income or (loss)

12

 

13

Capital gain or (loss) from the worksheet on

 

 

 

page 38 of the Instructions

13

 

14

Supplemental gains or (losses)

 

 

 

 

(attach Schedule D-1)

14

 

15

IRA distributions

15

 

16

Pensions and annuities (see Instructions and

 

 

 

attach Schedule J, Form N-11/N-15/N-40)

16

 

17

Rents, royalties, partnerships, estates, trusts, etc

17

 

18

Unemployment compensation (insurance)

18

 

19

Other income (state nature and source)

 

 

 

________________________________

19

 

 

 

 

20

Add lines 7 through 19

Total Income †

20

 

21

Certain business expenses of reservists, performing

 

 

 

artists, and fee-basis government officials

21

 

22

IRA deduction

22

 

23

Student loan interest deduction from the worksheet

 

 

 

on page 42 of the Instructions

23

 

24

Health savings account deduction

24

 

25

Moving expenses (attach Form N-139)

25

 

26

Deductible part of self-employment tax

26

 

27

Self-employed health insurance deduction

27

 

28

Self-employed SEP, SIMPLE, and qualified plans

28

 

29

Penalty on early withdrawal of savings

29

 

30

Alimony paid (Enter name and SS No. of recipient)

 

 

 

________________________________

30

 

 

 

 

 

 

31 Payments to an individual housing account .

31

 

 

 

32 First $7,152 of military reserve or Hawaii

 

 

 

 

national guard duty pay

32

 

 

 

 

 

 

 

N152C0S1

ID NO 01

FORM N-15 (REV. 2021)

Form N-15 (Rev. 2021)

Page 3 of 4

Your Social Security Number

Your Spouse’s SSN

Name(s) as shown on return

N15_F 2021A 03 VID01

33Exceptional trees deduction (attach affidavit)

 

(see page 21 of the Instructions)

33

34

Add lines 21 through 33

......... Total Adjustments †

34

35

Line 20 minus line 34 ....

Adjusted Gross Income †

35

36

Federal adjusted gross income (see page 22 of the Instructions)

36

37 Ratio of Hawaii AGI to Total AGI. Divide line 35, Column B, by line 35, Column A (Compute to 3 decimal places and round to 2 decimal places) ... 37 CAUTION: If you can be claimed as a dependent on another person’s return, see the Instructions on page 22, and place an X here.

38If you do not itemize deductions, enter zero on line 39 and go to line 40a. Otherwise go to page 22 of the Instructions and enter your Hawaii itemized deductions here.

38a Medical and dental expenses

 

(from Worksheet NR-1 or PY-1)

..............................38a

38b

Taxes (from Worksheet NR-2 or PY-2)

38b

38c

Interest expense (from Worksheet NR-3 or PY-3)

38c

38d

Contributions (from Worksheet NR-4 or PY-4)

38d

38e

Casualty and theft losses

 

 

(from Worksheet NR-5 or PY-5)

38e

38f

Miscellaneous deductions

 

 

(from Worksheet NR-6 or PY-6)

38f

40a

If you checked filing status box: 1 or 3 enter $2,200;

 

 

2 or 5 enter $4,400; 4 enter $3,212

40a

40b

Multiply line 40a by the ratio on line 37

Prorated Standard Deduction † 40b

TOTAL ITEMIZED

DEDUCTIONS

39If your Hawaii 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 27. Enter total here and go to line 41.

41

Line 35, Column B minus line 39 or 40b, whichever applies. (This line MUST be filled in)

41

42a

Multiply $1,144 by the total number of exemptions claimed on line 6e. If you and/or your spouse are blind, deaf,

 

 

or disabled, place an X in the applicable box(es), and see the Instructions.

 

 

Yourself

Spouse

42a

 

42b

Multiply line 42a by the ratio on line 37

Prorated Exemption(s) † 42b

43

Taxable Income. Line 41 minus line 42b (but not less than zero)

Taxable Income † 43

44

Tax. Place an X if from:

Tax Table;

Tax Rate Schedule; or

Capital Gains Tax

 

(

Place an X if tax from Forms N-2, N-103, N-152, N-168, N-312, N-338, N-344, N-348, N-405,

 

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

...........................................................................................

Tax † 44

44a

If tax is from the Capital Gains Tax Worksheet, enter

 

 

the net capital gain from line 8 of that worksheet

44a

45

Refundable Food/Excise Tax Credit

 

 

 

(attach Form N-311) DHS, etc. exemptions

.....45

 

46

Credit for Low-Income Household

 

 

 

Renters (attach Schedule X)

46

 

47Credit for Child and Dependent Care

Expenses (attach Schedule X)

47

 

 

48 Credit for Child Passenger Restraint

 

 

 

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

48

 

 

49

Total refundable tax credits from

 

 

 

 

 

Schedule CR (attach Schedule CR)

49

 

 

50

Add lines 45 through 49

Total Refundable Credits

† 50

 

51

Line 44 minus line 50. If line 51 is zero or less, see Instructions

.............Adjusted Tax Liability

† 51

N153C0S1

 

ID NO 01

 

Worksheet on page 41 of the Instructions.

FORM N-15 (REV. 2021)

Form N-15 (Rev. 2021)

Page 4 of 4

 

Your Social Security Number

Your Spouse’s SSN

 

Name(s) as shown on return

 

N15_F 2021A 04 VID01

 

52

Total nonrefundable tax credits (attach Schedule CR)

52

53

Line 51 minus line 52

Balance † 53

54Hawaii State Income tax withheld (attach W-2s)

(see page 30 of the Instructions for other attachments).....54

552021 estimated tax payments on

 

Forms N-200V _____________ ; N-288A _____________ 55

TOTAL

 

 

 

PAYMENTS

56

Amount of estimated tax applied from 2020 return

56

58 Add lines 54 through 57.

 

57

Amount paid with extension

57

 

59If line 58 is larger than line 53, enter the amount OVERPAID

 

(line 58 minus line 53) (see Instructions)

59

60

Contributions to (see page 30 of the Instructions):

Yourself

Spouse

 

60a Hawaii Schools Repairs and Maintenance Fund

$2

$2

 

60b Hawaii Public Libraries Fund

$5

$5

 

60c Domestic and Sexual Violence / Child Abuse and Neglect Funds

$5

$5

61 Add the amounts of the Xs on lines 60a through 60c and enter the total here

61

62

Line 59 minus line 61

62

63Amount of line 62 to be applied to

 

your 2022 ESTIMATED TAX

63

 

 

 

 

64a

Amount to be REFUNDED TO YOU (line 62 minus line 63) If filing late, see page 31 of Instructions.

Place an X here

if this refund will

 

ultimately be deposited to a foreign (non-U.S.) bank. Do not complete lines 64b, 64c, or 64d.

 

 

 

64b

Routing number

64c Type:

Checking

Savings

 

 

64d

Account number

 

...........................

64a

 

 

65

AMOUNT YOU OWE (line 53 minus line 58)

 

65

 

 

66PAYMENT AMOUNT Submit payment online at hitax.hawaii.gov or attach check or

money order payable to “Hawaii State Tax Collector.”

66

67Estimated tax penalty. (See page 31 of Instr.) Do not include this amount

 

in line 59 or 65. Check this box if Form N-210 is attached †

67

 

68

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

68

69

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

69

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 32 of the Instructions.

Designee’s name †

Phone no. †

Identification number †

HAWAII ELECTION

 

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

Yes

No

CAMPAIGN FUND

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

Yes

No

(See page 32 of the Instructions)

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 signature

 

 

Date

 

Spouse’s signature (if filing jointly, BOTH must sign)

Date

 

 

 

†

 

 

 

 

†

 

 

 

 

 

 

 

Your Occupation

 

 

Daytime Phone Number

 

Your Spouse’s Occupation

 

 

Daytime Phone Number

 

 

 

 

 

 

 

 

 

 

 

 

 

Paid

Preparer’s

 

 

 

 

Date

Check if

 

Preparer’s identification number

 

Preparer’s

Signature

†

 

 

 

 

self-employed † o

 

 

 

 

Information

 

 

 

 

 

 

 

 

 

 

 

 

Print

 

†

 

 

 

Federal E.I. No. †

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Preparer’s Name

 

 

 

 

 

 

 

 

Firm’s name (or yours

 

 

 

Phone No

†

 

 

 

 

 

 

if self-employed),

†

 

 

 

 

 

 

 

 

 

Address, and ZIP Code

 

 

 

 

 

 

 

 

 

N154C0S1

ID NO 01

FORM N-15 (REV. 2021)

Similar forms

  • Form 1040: This is the standard individual income tax return used by U.S. citizens and residents. Like the N15, it collects information about income, deductions, and tax liability for a specific tax year.
  • Form 1040NR: This form is for non-resident aliens. Similar to the N15, it is designed for individuals who do not meet the requirements to be considered residents for tax purposes, focusing on U.S.-sourced income.
  • Form 1040A: This simplified version of the 1040 is for individuals with a straightforward tax situation. Like the N15, it allows for certain deductions and credits, but with fewer options than the full 1040.
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  • Form W-2: This form reports an employee's annual wages and the taxes withheld from their paycheck. The N15 requires attaching W-2 forms, reflecting its focus on income reporting and tax liability.
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  • Form 8862: This is used to claim the Earned Income Tax Credit after it has been denied in a previous year. The N15 similarly allows for various credits, reflecting the need to substantiate eligibility for tax benefits.
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