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Ive got a client thats been a full year HI resident for multiple years, but in August 2016 she moved to Oregon (yes, shes just now bringing in 2016 stuff...don't get me started!).
Previous years when she was a full year resident, excluding the state gov pension was pretty clear....I cant find a place to do that on a part year return.
Do they not get that same exclusion if they dont live there all year?
The HI return instructions have been less than helpful. The section on government pension that are non taxable, doesn't differentiate between resident and part year at all. The closest I can find is that it just says to type on how much was taxable for the period of being a resident, I can put -0- there but that doesn't show "why" its not taxable.
Ive been googling around and found one other post asking my same question in TurboTax, but they didnt get an answer either.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Best Answer Click here
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Ex-AllStar
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♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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Nah, I wouldn't try to *call* her.
( Generic Comment )"
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No clue...I suggest we do a quickie *road* trip to research it. Are you game?
( Generic Comment )"
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♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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I will lei odds that you would allocate the income to Hawaii for the months that they lived there and it would be excluded to that amount. I kona think I am right, but I am not shore.
Here's wishing you many Happy Returns
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♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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http://files.hawaii.gov/tax/forms/2018/n15ins.pdf
Here's wishing you many Happy Returns
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( Generic Comment )"
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Check for a retirement exclusion worksheet. It should apply to all taxes, both resident and non-resident.
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I'm familiar with Hawaii taxes; however we are still an INFANT STATE at 52 years old! (think of YOUR state...if it were only 52 years old would you still be "horse and buggy" days?) So there are still many unanswered questions and State of Hawaii hasn't assisted many of us other than tossing out its most "updated" facts.
Please let me know if I can help...Kit Ah Loy on Maui, Hawaii.