Form N-40 - Fiduciary Income Tax Return - 2009
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STATE OF HAWAII—DEPARTMENT OF TAXATION
DO NOT WRITE OR STAPLE IN THIS SPACE
FORM
FIDUCIARY INCOME TAX RETURN
N-40
2009
(REV. 2009)
For calendar year
or other tax year beginning ______________ , 2009
and ending _________________ , 20 ____
DBF091
NOL Carryback
PNT
INT
A
C
Type of entity (see instr.):
Name of estate or trust (Grantor type trust, see Instructions)
Federal Employer I.D. No.
Decedent’s estate
D
Simple trust
Date entity created
Complex trust
Name and title of fiduciary
Qualified disability trust
E
Nonexempt charitable and
ESBT (S portion only)
split-interest trusts, check
Grantor type trust
Address of fiduciary (number and street)
applicable boxes:
Bankruptcy estate – Ch. 7
Described in IRC section
Bankruptcy estate – Ch. 11
4947(a)(1)
Pooled income fund
City, State and Postal/ZIP Code. If foreign address, see Instructions.
Not a private foundation
B
Number of Schedules K-1
Described in IRC section
Attached
4947(a)(2)
F
Final Return
Amended Return
Trust Name Change
Check
Initial return
applicable
Change in fiduciary
Change in fiduciary’s name
Change in fiduciary’s address
boxes:
G Check here if the estate or filing trust made an IRC section 645(a) election and attach a copy of the federal form 8855.
1
1.
Interest Income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2
2.
Ordinary Dividends . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3.
Income or (losses) from partnerships, other estates or other trusts
3
(Attach federal Schedule E) (See Instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4
4.
Net rent and royalty income or (loss) (Attach federal Schedule E) . . . . . . . . . . . . . . . . . . . . . . . .
5
5.
Net business and farm income or (loss) (Attach federal Schedules C and F) . . . . . . . . . . . . . . . . . .
6
6.
Capital gain or (loss) (Attach Schedule D (Form N-40)) . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
7
7.
Ordinary gains or (losses) (From Schedule D-1, line 19) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
8
8.
Other income (State nature of income) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Total income (Add lines 1 through 8) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
9
9.
10
10.
Interest (Explain in Schedule C) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
11
11.
Taxes (Explain in Schedule C) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
12
12.
Fiduciary fees (Explain in Schedule C) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
13
13.
Charitable deduction (From Schedule A, line 6 or 7(c)) . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
14
14.
Attorney, accountant and return preparer fees (Explain in Schedule C) . . . . . . . . . . . . . . . . . . . . .
15
15.
Other deductions NOT subject to the 2% floor (Explain in Schedule C) . . . . . . . . . . . . . . . . . . . . .
16
16.
Allowable miscellaneous itemized deductions subject to the 2% floor (Explain in Schedule C) . . . . . . . . .
Total (Add lines 10 through 16) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
17
17.
18
18.
Line 9 minus line 17 (Complex trusts and estates also enter this amount on Schedule B, line 1) . . . . . . . .
19.
Income distribution deduction (From Schedule B, line 17) (See Instructions)
19
(attach Schedules K-1 (Form N-40)) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
20
20.
Exemption ($400 for an estate; trusts see Instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Total (Add lines 19 and 20) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
21
21.
22
22.
Taxable income of fiduciary (Line 18 minus line 21) . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
DECLARATION: I declare, under the penalties set forth in section 231-36, HRS, that this return (including any 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.
Signature of fiduciary or officer representing fiduciary
Date
Print or type name of fiduciary or officer representing fiduciary
Title
May the Hawaii Department of Taxation discuss this return with the preparer shown below? (See page 1 of the Instructions)
Yes
No
This designation does not replace Form N-848, Power of Attorney.
Date
Preparer’s identification no.
Check if
Preparer’s signature
Paid
self-employed
Print Preparer’s Name
Preparer’s
Firm’s name (or yours,
Federal
E.I. No.
Information
if self-employed)
Address and ZIP Code
Phone no.
FORM N-40
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