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Hawaii Statement of Financial Condition and Other Information
Extracted from PDF file 2024-hawaii-form-cm-2.pdf, last modified December 2018Statement of Financial Condition and Other Information
Clear Form FORM CM-2 (REV. 2024) State of Hawaii - Department of Taxation STATEMENT OF FINANCIAL CONDITION AND OTHER INFORMATION Section I. 1. General Information - For Individuals CM2_I 2024A 01 VID01 2. Home Phone No. 3. Marital Status 4a. Taxpayer’s Social Security No. b. Spouse’s Social Security No. 5a. Taxpayer’s Birth Date 6. Other Names or Aliases 7. Taxpayer(s) Name(s) and Address Name, age, social security number, and relationship of dependents living in your household. Section II. 8. 5b. Spouse’s Birth Date Taxpayer’s Employer or Business (name and address) Employment Information a. How long employed? d. Check appropriate item Wage Earner 8. Spouse’s Employer or Business a. How long employed? (name and address) c. Occupation Partner Sole Proprietor b. Business Phone No. c. Occupation d. Check appropriate item Wage Earner Section III. b. Business Phone No. Sole Proprietor Partner General Financial Information 10. Bank accounts (include Savings & Loans, Credit Unions, IRA and Retirement Plans, Certificate of Deposits, etc.) Attach additional sheets as necessary. Name of Institution Address Type of Account Account No. Balance Total (Enter in Item 17) ID NO 01 FORM CM-2 (REV. 2024) FORM CM-2 (REV. 2024) Section III. PAGE 2 General Financial Information — continued 11. Charge cards, lines of credit (attach additional sheets as necessary). Type of Account or Card Name and address of Financial Institution Monthly Payment Credit Limit Amount Owed Credit Available Total (Enter in Item 25) 12. Safe deposit boxes rented or accessed (List all locations, box numbers, and contents.) 13. Real and lease property (Brief description and type of ownership) 14. Life Insurance (Name of Company) Physical Address (include tax map key) Policy Number Type Face Amount Loan Value Total (Enter in Item 19) 15. Securities (stocks, bonds, mutual funds, money market funds, etc.) Attach additional sheets if needed. Kind Quantity or Denomination Current Value Where Located Owner of Record FORM CM-2 (REV. 2024) FORM CM-2 (REV. 2024) PAGE 3 Section IV. Asset and Liability Analysis Current Market Value Description Liabilities Balance Due Equity in Asset Amount of Monthly Payment ASSETS 16. Cash 17. Bank accounts (from Item 10) 18. Securities (from Item 15) 19. Cash or loan value of Insurance (from Item 14) 20. Accounts Receivable 21. Merchandise Inventory 22. Vehicles (Model, year, license) a. b. c. 23. Real property (from Item 13) a. b. c. 24. Other assets a. b. c. d. e. f. Total Assets LIABILITIES 25. Bank revolving credit (from Item 11) 26. Loan on Insurance 27. Accounts payable 28. Notes payable 29. Mortgages 30. Judgments 31. Other liabilities a. b. c. d. e. f. Total Liabilities FORM CM-2 (REV. 2024) FORM CM-2 (REV. 2024) Section V. Source PAGE 4 Monthly Income and Expense Analysis Income Gross Necessary Living Expenses Net 32. Wages/Salaries: (Taxpayer) 43. Rent: 33. Wages/Salaries: (Spouse) 44. Groceries: (no. of people ______) 34. Interest - Dividends: 45. Utilities: Gas____________ Water _____________ 35. Net business income: Electric ________ Phone ____________ 36. Rental Income: 46. Transportation: 37. Pension: (Taxpayer) 38. Pension: (spouse) 47. Insurance: Home:___________ Car ___________ Life ____________ Health _________ 39. Child Support: 48. Medical: 40. Alimony: 49. Estimated tax payments: 41. Other: 50. Court ordered payments: 51. Other expenses: (please specify) 42. Total Income: 52. Total Expenses: 53. Net difference (income less necessary living expenses: Certification 54. Your signature I hereby certify under penalty provided by section 710-1063 Hawaii Revised Statutes (unsworn falsification to government authority) that I am authorized to submit this Statement of Financial Condition to the Department of Taxation, State of Hawaii and the statements set forth herein are true and correct. 55. Spouse’s Signature (if joint return was filed) 56. Date FORM CM-2 (REV. 2024)
CM-2 (Rev. 2024), Statement of Financial Condition and Other Information
More about the Hawaii Form CM-2 Individual Income Tax TY 2024
Form CM-2 requires you to list multiple forms of income, such as wages, interest, or alimony 
.
We last updated the Statement of Financial Condition and Other Information in February 2025, so this is the latest version of Form CM-2, fully updated for tax year 2024. You can download or print current or past-year PDFs of Form CM-2 directly from TaxFormFinder. You can print other Hawaii tax forms here.
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TaxFormFinder has an additional 164 Hawaii income tax forms that you may need, plus all federal income tax forms. These related forms may also be needed with the Hawaii Form CM-2.
| Form Code | Form Name |
|---|---|
| Form CM-2B | Statement of Financial Condition and Other Information |
View all 165 Hawaii Income Tax Forms
Form Sources:
Hawaii usually releases forms for the current tax year between January and April. We last updated Hawaii Form CM-2 from the Department of Taxation in February 2025.
About the Individual Income Tax
The IRS and most states collect a personal income tax, which is paid throughout the year via tax withholding or estimated income tax payments.
Most taxpayers are required to file a yearly income tax return in April to both the Internal Revenue Service and their state's revenue department, which will result in either a tax refund of excess withheld income or a tax payment if the withholding does not cover the taxpayer's entire liability. Every taxpayer's situation is different - please consult a CPA or licensed tax preparer to ensure that you are filing the correct tax forms!
Historical Past-Year Versions of Hawaii Form CM-2
We have a total of ten past-year versions of Form CM-2 in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:
2024 Form CM-2
CM-2 (Rev. 2024), Statement of Financial Condition and Other Information
2023 Form CM-2
CM-2 (Rev. 2018), Statement of Financial Condition and Other Information
2022 Form CM-2
CM-2 (Rev. 2018), Statement of Financial Condition and Other Information
2021 Form CM-2
CM-2 (Rev. 2018), Statement of Financial Condition and Other Information
2020 Form CM-2
Form CM-2B, Rev. 2020, Statement of Financial Condition and Other Information - For Corporations, Partnerships, etc.
2019 Form CM-2
CM-2 (Rev. 2018), Statement of Financial Condition and Other Information
2018 Form CM-2
CM-2 (Rev. 2018), Statement of Financial Condition and Other Information
2017 Form CM-2
Form CM-2, Rev Oct 95, Statement of Financial Condition and Other Information for Individuals
2016 Form CM-2
Form CM-2, Rev Oct 95, Statement of Financial Condition and Other Information for Individuals
2015 Form CM-2
Form CM-2, Rev Oct 95, Statement of Financial Condition and Other Information for Individuals
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