Hawaii Tax Filling

Filing Your Hawaii Taxes

It is tax season again – or for some new workers it’s a brand-new thing. Figuring out and filing your tax forms can be intimidating – but there is help. Here you will find answers, forms and more that will make your paperwork easier, faster and, one hopes, less stressful. The information below will help you determine your residency status, find the correct forms and give you other information you need to get started.

Hawaii state income tax returns for 2012 are due April 15.

Comparing Your Options in Online Tax Software

TurboTax and H&R Block are the most prominent online tax software providers for those who do their own taxes. All are useful for many types of personal and business tax filing. Each provider has its pros and cons - but we did all the work for you. Just take a look at the chart below to find the best one for your needs.

Note that TurboTax offers FREE state income tax filing in Hawaii! Click on the provider to find out if you qualify.

Hawaii Tax Forms

• Hawaii Form N-11 - Hawaii Individual Resident Income Tax Return (Long)
• Hawaii Form N-13 - Hawaii Individual Resident Income Tax Return (Short)
• Hawaii Schedule CR - Hawaii Schedule of Tax Credits
• Hawaii Form N-15 - Hawaii Individual Part-year and Non-resident Income Tax Return
• Hawaii Form N-101A - Hawaii Application for Automatic Extension of Time to File Individual Income Tax Return
• Hawaii Schedule J - Hawaii Supplemental Annuities Schedule
• Hawaii Form HW-2 - Statement of Hawaii Income Tax Withheld and Wages Paid 
• Hawaii Form HW-3 - Hawaii Employer's Annual Return & Reconciliation of Hawaii Income Tax Withheld from Wages
• Hawaii Form N-1 - Hawaii Declaration of Estimated Income Tax for Individuals
• Hawaii Form N-40 Sch. D - Hawaii Capital Gains & Losses (Form N-40) 

Determine Your Residency Status

The amount of your taxes depends on your residency status, so check below to see which category you fall in.

You are a Resident of Hawaii

If you had your legal domicile in Hawaii for the whole tax year, or if you lived in Hawaii for at least 200 days (no matter where you had your domicile in this period), you are a resident of Hawaii. There are some exceptions, however: military employees and students are not considered residents if their domicile is outside Hawaii and if they resided in Hawaii for more than 200 days solely for educational or work purposes.

In which case do you have to file a tax return, as a Hawaii resident? There are three possible cases: if you do business in Hawaii, no matter how much money your company makes, if you are entitled to a refund or any credits, or if you are a resident who makes more money than the threshold stated by the authorities (see details in the 2012 Form N-11 Instructions which you can download above).

You can file your return using Form N-13 if you are a resident who earned under $100,000 from one or more of the following sources: salaries, wages, unemployment, ordinary dividends, interest, tips and compensations. If you don’ fulfill these conditions, you have to file your return with Form N-11 (download the 2012 Form N-11 Instructions above).

You Are a Part-Year Hawaii Resident

If you resided in Hawaii for only part of the year (see “You Are a Resident of Hawaii” to see if you qualify), you are a part-year resident, so you must file your tax return using Form N-15 (download the 2012 Form N-15 Instructions above).

You will be taxed on all income you earned while you were a resident (no matter the source of the income), and on all income made from sources in Hawaii while you were a nonresident.

You Are a Hawaii Resident Who Works in a Different State

If you are a resident of Hawaii and work in a different state, Hawaii will tax you on the income earned in that other state. The reason? Hawaii taxes its residents no matter where their income was made. However, as the other state might tax you as well, you can avoid dual taxation by claiming a tax credit from Hawaii. You will not be granted a refund if the out of state income is excluded on your federal tax return or if the out of state tax credit is allowed on your federal tax return.

How can you file for a tax credit with Hawaii? Download the 2012 Form N-11 Instructions for more information, and on page 37 of Form N-11, fill out the worksheet by placing the value of the net income after applying all credits, on line 5 of the worksheet.

You Are a Nonresident Who Worked or Sold Property in Hawaii

If you temporarily visited or were in transition through Hawaii, but have your domicile somewhere else, you are a nonresident. However, you must file a nonresident tax return with Hawaii if you are under 65, and made more than $1,040 of taxable income from Hawaiian sources or if you are above 65 and made more than $2,080 of taxable income in Hawaii.

To fill out your nonresident tax return with Hawaii, use Form N-15.

You can find the types of Hawaiian taxable income in the 2012 Form N-15 Instructions.