Get Hawaii N-109 Application For Tentative Refund ... - State Legal Forms

The Hawaii N-109 Application For Tentative Refund is a crucial form for individuals, estates, or trusts wishing to claim a refund from the carryback of net operating losses. This guide provides clear, step-by-step instructions for filling out the form online, ensuring a smooth and efficient process.

Follow the steps to fill out the Hawaii N-109 form accurately.

1. Press the 'Get Form' button to obtain the Hawaii N-109 Application For Tentative Refund and open it for editing.
2. Begin by entering your name(s) and Federal Employer Identification Number, if applicable, along with your complete address. Ensure you provide your social security number and your spouse’s social security number, if filing jointly.
3. Provide the tax year for the net operating loss. Fill in the information regarding the amount of net operating loss, the date of filing, and the district office where it was filed. Remember to only report the eligible losses that can be carried back.
4. Indicate the preceding tax years affected by the carryback and whether your spouse filed a separate return. This section includes checkboxes for yes or no responses.
5. If you changed your accounting period, include the date when permission to change was granted.
6. Answer whether you have filed a petition in the Tax Appeal Court for the years related to the loss.
7. Proceed to the computation section, carefully filling out details for adjusted gross income, net operating loss deduction, and deductions. Follow the instructions provided for each line to ensure accuracy.
8. Complete the declaration section at the end of the form. Sign and date the application, ensuring both partners sign if filing jointly.
9. Once you have completed the form, you can save changes, download the document, print it, or share it, as needed.

Take the next step in managing your tax documents by competing your forms online efficiently.