Fill a Valid Maryland 505Nr Template

Fill a Valid Maryland 505Nr Template

The Maryland 505NR form is a tax calculation document specifically designed for nonresidents earning income in Maryland. This form is essential for accurately reporting and calculating your Maryland tax obligations when you do not reside in the state but earn income there. Understanding how to complete this form is crucial for compliance and to ensure you pay the correct amount of taxes.

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The Maryland 505NR form serves as a critical tool for nonresidents who earn income in Maryland. This form is essential for accurately calculating the state tax obligations of individuals who do not reside in Maryland but have income sourced from the state. It requires the filer to provide key financial details, including taxable net income and federal adjusted gross income, among other figures. The form is divided into two main parts: the first focuses on calculating tax without certain modifications, while the second part emphasizes the calculation of Maryland tax. Nonresidents must navigate various lines that request specific income details, deductions, and exemptions to determine their taxable net income. Additionally, the 505NR includes provisions for military income and local income tax considerations, ensuring that all applicable factors are taken into account. Understanding the intricacies of this form is vital for compliance and to avoid potential penalties, making it an indispensable resource for nonresidents earning income in Maryland.

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MARYLAND

NONRESIDENT INCOME

2013

 

 

FORM

 

 

TAX CALCULATION

 

 

 

505NR

 

 

 

ATTACH TO YOUR TAX RETURN

 

 

 

 

 

 

 

 

Only

 

Social Security Number

 

 

Spouse's Social Security Number

 

 

 

 

 

 

 

PrintUsing Blackor Ink

 

 

 

 

 

 

 

Spouse’s first name

 

Initial

Last name

 

 

 

Your first name

 

Initial

Last name

 

Blue

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

If you are filing Form 505, use the Form 505NR Instructions appearing on page 2 of this form.

If you are filing Form 515, use the Form 505NR Instructions appearing in Instruction 18 of the Form 515 Instructions.

PART I – CALCULATION OF TAX WITHOUT ALLOWING CERTAIN MODIFICATIONS

 

1.

Enter Taxable net income from Form 505, line 31 (or Form 515, line 32)

. . . . . . . . . . .1.

|

2.

Enter tax from Tax Table or Computation Worksheet Schedules I or II

. . . . . . . . . . . 2.

|

 

Continue to Part II.

 

 

 

 

 

 

 

 

 

PART II – CALCULATION OF MARYLAND TAX

 

 

 

 

3.

Enter your federal adjusted gross income from Form 505

 

 

 

 

 

(or Form 515), line 17 (Column 1)

3.

 

|

 

 

___________________

 

3a.

Earned Income (See instructions.)

3a.

 

|

 

___________________

 

4.

Enter your federal adjusted gross income plus additions from Form 505 (or 515) line 21. . . . . .4.

|

___________________

5.

Enter the Taxable Military Income of a Nonresident from line 22 of Form 505.. . . . . . . . . . . . . .5.

|

___________________

6a.

Enter your subtractions from line 23 of Form 505 or Form 515

 

. . . . . . . . . . 6a.

|

. . . . . . . . . . .

___________________

6b.

Enter non-Maryland income from Form 505 (or 515) not included on lines 5

 

 

 

or 6a of this form (See instructions on page 2.)

 

. . . . . . . . . 6b.

|

 

. . . . . . . . . . .

___________________

7.

Add lines 5 through 6b

 

. . . . . . . . . . .7.

|

. . . . . . . . . . .

___________________

8.

Maryland Adjusted Gross Income. Subtract line 7 from line 4

 

 

. . . . . . . . . . .8.

|

. . . . . . . . . . .

___________________

 

If you are using the standard deduction, recalculate the

 

 

 

 

standard deduction based on the income on line 8 and

 

 

|

 

 

enter on line 8a

8a.

 

 

9.Maryland Income Factor. Divide line 8 by line 3. The factor cannot exceed 1.000000 and cannot be less than 0. If line 8 is 0 or less, the factor is 0. If line 8 is greater

than 0 and line 3 is 0 or less, the factor is 1.000000 . . . .

. . . . . . . . . . . . . . . .

. . . . . . . . . . . . 9. __.__ __ __ __ __ __

10. Deduction amount.

 

 

If you are using the standard deduction, multiply the

 

 

standard deduction on line 8a by line 9 of this form

___________________

|

and enter on line 10a

10a.

If you are itemizing your deductions, multiply the

 

 

deduction on Form 505, line 26d, by line 9 of this

___________________

|

form and enter on line 10b

10b.

 

Form 515 Users, see Instruction 18 in Form 515 Instructions.

 

 

11.

Net income (Subtract line 10a or 10b from line 8.)

11.

___________________|

12.

Exemption amount. Multiply the total exemption amount on Form 505, line 28

 

|

 

(or Form 515, line 29) by line 9

12.

 

___________________

13.

Maryland Taxable Net Income (Subtract line 12 from line 11.)

13.

|

___________________

14.

Enter the tax amount from line 2 of this form

14.

|

___________________

15.

Maryland Nonresident factor: Divide the amount on line 13 on this form by line 1.

 

 

 

If more than 1.000000, enter 1.000000. If 0 or less, the factor is 0

15.

__.__ __ __ __ __ __

16.

Maryland Tax. Multiply line 14 by line 15. Enter this amount on Form 505, line 32a

 

___________________|

 

(Form 515, line 33)

16.

17.

Special nonresident tax. Multiply line 13 of this form by .0125. Enter this amount on

 

___________________|

 

Form 505, line 32b. If line 13 is 0 or less, enter 0

17.

FOR FORM 515 FILERS ONLY.

If you are: (1) a nonresident employed in Maryland and (2) you are a resident of a local jurisdiction that imposes a local income or earnings tax on Maryland residents, then you must file a Form 515 to report and pay a tax on your Maryland wages. Form 515 filers pay a local income tax instead of the Special Nonresident Tax.

18. Local Income Tax. Multiply line 13 of this form by the local rate of the Maryland county (or Baltimore City) where you are employed. Enter this amount on Form 515, line 40.

If line 13 is 0 or less, enter 0

|

 

18. ___________________

 

 

 

COM/RAD-318 13-49

MARYLAND

NONRESIDENT INCOME

FORM

TAX CALCULATION

505NR

INSTRUCTIONS

2013

 

Using Form 505NR, Nonresident Income Tax Calculation, follow the line-by-line instructions below to figure your Maryland tax.

Line 1. Enter the taxable net income from Form 505, line 31.

Line 2. Find the income range in the tax table that applies to the amount on line 1 of Form 505NR. Find the Maryland tax corresponding to your income range. Enter the tax amount from the tax table. If your taxable income on line 1 is $50,000 or more, use the Maryland Tax Computation Worksheet schedules at the end of the tax table.

Line 3. Enter your federal adjusted gross income (FAGI) from Form 505, line 17 (column 1).

Line 3a. If you are claiming a federal earned income credit (EIC), enter the earned income you used to calculate your federal EIC.

Earned income includes wages, salaries, tips, professional fees and other compensation received for personal services you performed. It also includes any amount received as a scholarship that you must include in your federal AGI.

Line 4. Enter the amount from Form 505, line 21.

Line 5. Taxable Military Income of a nonresident, if applicable.

Line 6a. Enter the amount of your subtractions from line 23 of Form 505.

Line 6b. Enter any non-Maryland income (not including losses reported on lines 1 through 14 of column 3, or adjustments to income reported on line 16 of column 3) from Form 505 (or 515), that have not been included on lines 5 or 6a of this form.

Important Note: Make sure that you follow the instruction for line 6b above to arrive at the correct amount. The non-Maryland losses and adjustments should have been reported on line 18 of Form 505 (or 515) and included on the amounts reported on line 4 of this form.

Be sure to include the following items if not already included on line 5 or 6a.

Maryland salaries and wages should be included if you are a resident of a reciprocal state.

Income subject to tax as a resident when required to file both Forms 502 and 505 should be included.

Line 17 of column 3 on Form 505 (or 515) should also include income for wages earned in Maryland by a nonresident rendering police, fire, rescue or emergency services in an area covered under a state of emergency declared by the Maryland Governor, if the wages are paid by a nonprofit organization not registered to do business in the state and not otherwise doing business in the state, or by a state, county or political subdivision of a state, other than the State of Maryland.

PAGE 2

Line 7. Add lines 5 through 6b.

Line 8. Subtract line 7 from line 4. This is your Maryland Adjusted Gross Income.

Line 8a. If you are using the standard deduction amount, recalculate the standard deduction (line 8) based on the Maryland adjusted gross income.

Line 9. Compute your Maryland income factor by dividing line 8 by line 3. Carry the factor to six decimal places. The factor cannot exceed 1.000000 and cannot be less than 0. If line 8 is 0 or less, the factor is 0. If line 8 is greater than 0 and line 3 is 0 or less, the factor is 1.000000.

Line 10a. If you are using the standard deduction, multiply the standard deduction on line 8a by the Maryland Income Factor (line 9) and enter on line 10a.

Line 10b. If you are itemizing your deductions, multiply the deduction on Form 505 line 26d by the Maryland Income Factor (line 9) and enter on line 10b.

Line 11. If you are using the standard deduction, subtract line 10a from line 8. If you are using itemized deductions, subtract line 10b from line 8.

Line 12. Multiply the total exemption amount

on

Form

 

505, line 28 by the factor on line 9.

 

 

Line 13. Subtract line 12 from line 11. This

is

your

 

Maryland taxable net income.

 

 

Line 14.

Enter the tax from line 2 of this form.

 

 

Line 15.

Divide the amount on line 13 of this form by the

 

amount on line 1. Carry this Maryland nonresident

 

factor to six decimal places. If more than

 

1.000000, enter 1.000000. If 0 or less, enter 0.

Line 16.

Multiply line 14 by line 15 to arrive at your

 

Maryland tax. Enter this amount on line 16 and

 

on Form 505, line 32a.

 

 

Line 17.

Multiply line 13 by .0125. Enter this amount on

 

line 17 and on Form 505, line 32b. If line 13 is

 

0 or less, enter 0.

 

 

On Form 505, add lines 32a and 32b and enter the total on line 32c.

Note: If you are using Form 505NR with Form 505, follow the instructions above. If you are using Form 505NR with

Form 515, please follow Instruction 18 in the Form 515 instructions.

COM/RAD-318 13-49

Misconceptions

  • Misconception 1: The 505NR form is only for individuals who live outside of Maryland.
  • This is incorrect. The 505NR form is specifically designed for nonresidents who earn income in Maryland. Even if you live in another state, if you work in Maryland, you may need to file this form.

  • Misconception 2: You do not need to file a 505NR if your income from Maryland is below a certain threshold.
  • This is misleading. Regardless of your income level, if you earn money in Maryland as a nonresident, you are required to file the 505NR form. There are no income exemptions for filing.

  • Misconception 3: The 505NR form is the same as the 505 form.
  • This is not true. While both forms deal with Maryland taxes, the 505NR is specifically for nonresidents, whereas the 505 form is for residents. Each form has different instructions and requirements.

  • Misconception 4: Filing the 505NR form will automatically result in a tax refund.
  • This is a common misunderstanding. Filing the 505NR does not guarantee a refund. Your tax liability will depend on your income, deductions, and the calculations on the form.

Common mistakes

Filling out the Maryland 505NR form can be a challenging task, and many individuals make common mistakes that can lead to complications or delays in processing their tax returns. One frequent error is failing to provide accurate social security numbers. Each taxpayer must ensure that their social security number and their spouse's number, if applicable, are entered correctly. A simple typo can lead to significant issues, including delays in processing or even rejection of the form.

Another mistake often encountered involves misunderstanding the income calculations. Taxpayers may misinterpret what constitutes "federal adjusted gross income." This figure must be taken directly from the appropriate line on Form 505 or Form 515. Misreporting this number can skew the entire calculation, leading to incorrect tax amounts and potential penalties.

Additionally, many people overlook the importance of including all relevant income. Specifically, non-Maryland income that hasn't been accounted for on previous lines must be reported on line 6b. Failing to do so can result in an inaccurate assessment of taxable income, which could lead to underpayment of taxes owed.

Using the wrong lines for deductions is another common pitfall. Taxpayers should be careful to distinguish between standard deductions and itemized deductions. If someone is itemizing their deductions, they must ensure they are using the correct line from Form 505. Mixing these up can result in an inflated or deflated taxable income, which will affect the overall tax liability.

Moreover, some individuals neglect to follow the instructions for calculating the Maryland income factor. This factor is crucial for determining the proportion of income subject to Maryland tax. If the calculation is done incorrectly, it can lead to errors in the final tax amount owed. Remember, this factor must always be between 0 and 1. If it exceeds 1, it should be capped at 1.

Lastly, many taxpayers fail to double-check their math. Simple arithmetic errors can have significant consequences on the final tax owed. It’s essential to carefully review each line and ensure that all calculations are accurate before submitting the form. Taking the time to verify these details can save a lot of trouble down the road.

Key takeaways

When filling out the Maryland 505NR form, keep these key points in mind:

  • Ensure you have your Social Security Number and your spouse's number ready.
  • Use the correct form based on your situation: Form 505 for general filing or Form 515 if applicable.
  • Carefully follow the line-by-line instructions for accurate calculations.
  • Check your taxable net income on line 1, as it is crucial for determining your tax.
  • Understand how to calculate your Maryland adjusted gross income by subtracting specific lines.
  • Remember to multiply your deductions by the Maryland income factor for accuracy.
  • Double-check your final tax amount before submitting to avoid mistakes.

By paying attention to these details, you can navigate the form more easily and ensure compliance with Maryland tax regulations.

Documents used along the form

The Maryland 505NR form is essential for nonresidents who need to calculate their Maryland income tax. However, it is often accompanied by several other forms and documents that facilitate the overall tax filing process. Below is a list of these forms, each serving a specific purpose in ensuring compliance with Maryland tax regulations.

  • Form 505: This is the Maryland Resident Income Tax Return form. Residents use it to report their total income, claim deductions, and calculate their tax liability. It serves as the primary document for Maryland residents.
  • Form 515: Nonresidents employed in Maryland must file this form to report their Maryland wages and pay any applicable local income tax. It is crucial for those living in jurisdictions that impose a local tax.
  • Room Rental Agreement Form: To secure your rental arrangement, complete the necessary Room Rental Agreement documentation for a clear understanding of your rights and obligations.
  • Form 502: This form is used by Maryland residents to report income earned outside the state. It helps ensure that residents accurately reflect their total income when filing their taxes.
  • Form 503: This document is specifically for Maryland residents who wish to claim a credit for taxes paid to other jurisdictions. It prevents double taxation on income earned outside of Maryland.
  • Form 504: This is the Maryland Income Tax Return for Fiduciaries. It is used by estates and trusts to report income and calculate tax liabilities, ensuring proper tax treatment for these entities.
  • Form 515A: This is an attachment used for nonresidents who need to report income from a business or profession. It provides additional details on income not covered in the standard forms.
  • Schedule A: This is used for itemizing deductions. Taxpayers can list various deductible expenses, which may reduce their taxable income and overall tax liability.
  • Tax Tables or Computation Worksheets: These are used to determine the tax amount based on taxable income. They help taxpayers find the correct tax rate applicable to their income level.

Understanding these forms and their purposes can significantly streamline the tax filing process for nonresidents in Maryland. Each document plays a vital role in ensuring accurate reporting and compliance with state tax laws.

Similar forms

The Maryland Form 505 is similar to the IRS Form 1040, which is the standard federal income tax return for individuals. Both forms require taxpayers to report their income, calculate their taxable income, and determine their tax liability. While the 1040 is used for federal tax purposes, the 505 is specifically tailored for Maryland state taxes. The 1040 provides a comprehensive overview of a taxpayer's financial situation, including deductions and credits, which parallels the Maryland Form 505's requirement to report various types of income and applicable deductions.

Another comparable document is the IRS Form 1040NR, which is designed for nonresident aliens. Like the Maryland Form 505NR, the 1040NR focuses on income earned in the United States by individuals who are not residents. Both forms require nonresidents to report their U.S.-sourced income and calculate tax liability based on that income. The 1040NR includes specific sections for deductions and exemptions, similar to the Maryland Form 505NR, which also has sections dedicated to adjustments and non-Maryland income.

The Maryland Form 515 is another relevant document, particularly for nonresidents who earn income in Maryland. This form is used to report and pay local income taxes for those working in Maryland while residing elsewhere. The Form 515 complements the Form 505NR by allowing nonresidents to account for local taxes, which is a critical aspect of tax compliance for individuals working across state lines. Both forms require detailed income reporting and tax calculations, emphasizing the importance of accurate documentation.

Form 502, the Maryland Resident Income Tax Return, is another document that shares similarities with the 505NR. While the 502 is for Maryland residents, it requires similar calculations for taxable income and tax owed. Both forms guide taxpayers through the process of reporting income, deductions, and credits. The key difference lies in residency status, but the underlying principles of income taxation remain consistent across both forms.

When dealing with the complexities of firearm transactions, it is vital to ensure all documentation is legally binding and properly filled out, including the Pistol Bill of Sale, which serves as a critical component in confirming the sale and ownership transfer for both parties involved.

The IRS Schedule A is also comparable, as it is used to itemize deductions on federal income tax returns. Taxpayers using the Maryland Form 505NR must also consider deductions when calculating their taxable income. Both documents allow for the itemization of expenses, such as medical costs and mortgage interest, which can significantly impact tax liability. The instructions for both forms guide taxpayers through the process of determining which deductions to claim, ensuring compliance with tax laws.

Form 1099 is another document that bears similarity to the Maryland 505NR. This form reports various types of income other than wages, salaries, and tips. Nonresidents may receive 1099 forms for income earned in Maryland, which must be reported on the 505NR. Both documents require accurate reporting of income and can affect the final tax calculation, highlighting the interconnectedness of various tax forms.

Lastly, the Maryland Form 502CR, which is the Credit for Taxes Paid to Another State, is relevant for nonresidents who may have tax obligations in multiple states. This form allows taxpayers to claim a credit for taxes paid to another state, which can reduce their Maryland tax liability. Similar to the 505NR, the 502CR requires detailed income reporting and calculations, making it essential for nonresidents who earn income in multiple jurisdictions to understand how these forms interact.