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Just-Lisa-Now-
Intuit Community Champion
December 7, 2019
Solved

Anyone familiar with Hawaii taxes? Can part year residents still exclude their state government pensions? I cant find the place for it anywhere!

  • December 7, 2019
  • 11 replies
  • 28 views

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.  

This topic has been closed for replies.
Best answer by abctax55

No clue...I suggest we do a quickie *road* trip to research it.  Are you game?

11 replies

sjrcpa
Level 15
December 7, 2019
We do know someone who is familiar with Hawaii taxes. She hasn't been around for a while. I don't think we want to call her.
The more I know the more I don’t know.
legal
Level 3
March 26, 2021

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.

Just-Lisa-Now-
Intuit Community Champion
December 7, 2019
I was thinking about her  (was it Laura?), but I know I haven't seen her around her in a long time.  Peter in Hawaii used to be around too, but he didnt seem to be on his game the last few times he posted.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
abctax55
Level 15
December 7, 2019
Laura aka Taxea....and I haven't seen her on the other mutual forums she used to post on.
Nah, I wouldn't try to *call* her.
HumanKind... Be Both
abctax55
abctax55Answer
Level 15
December 7, 2019

No clue...I suggest we do a quickie *road* trip to research it.  Are you game?

HumanKind... Be Both
Just-Lisa-Now-
Intuit Community Champion
December 7, 2019
LOL!!   I've heard this is the time of year to do it!
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
George4Tacks
Level 15
December 7, 2019

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. 

Answers are easy. Questions are hard!
Just-Lisa-Now-
Intuit Community Champion
December 7, 2019
Funny man!   :joy::joy:
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
legal
Level 3
March 26, 2021

Check for a retirement exclusion worksheet.  It should apply to all taxes, both resident and non-resident.