Hawaii Form N 11 PDF Details

The State of Hawaii Department of Taxation's FORM N-11 is a critical document designed specifically for residents who are filing their individual income tax returns for the calendar year 2011, inclusive of those who may need to file an amended return or account for a net operating loss carryback. This comprehensive form encompasses a variety of taxpayer needs, from basic income reporting to more complex financial scenarios requiring detailed information about additional income, deductions, and credits. Notably, it emphasizes the need for accuracy and clarity in reporting one's financial status, including wages that may differ due to cost of living adjustments, exceptional trees deductions, and credits for childcare expenses, among others. The form also caters to different filers through diverse statuses like single, married filing jointly or separately, head of household, and qualifying widow(er) with a dependent child. It includes sections tailored towards specific deductions, including but not limited to federal adjusted gross income adjustments, itemized deductions, and standard deductions, all aimed at accurately calculating tax liability in Hawaii. Additionally, FORM N-11 highlights the importance of correct completion through cautionary notes on dependent claims and incorporates sections for tax withholdings, estimated tax payments, and elaborates on refund or amount owed calculations, ensuring that taxpayers fulfill their obligations while taking advantage of applicable tax relief options.

QuestionAnswer
Form NameHawaii Form N 11
Form Length4 pages
Fillable?No
Fillable fields0
Avg. time to fill out1 min
Other namesHI N11 hawaii state tax forms

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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

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