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Generating the Hawaii Schedule J in Lacerte

SOLVEDby IntuitUpdated July 12, 2023

To generate the Schedule J, Supplemental Annuities Schedule, for Hawaii, follow the steps below:

  1. On Screen 13.1, Pensions, IRA Distributions, and select or add the applicable Form 1099-R.
  2. Go to the Hawaii Schedule J section.
  3. Enter applicable information for Hawaii Schedule J:
    • Annual annuity
    • Multiple (expected number of years annuity to be paid)
    • Employee investment in contract
    • Employee contributions (no withholding)
    • Company contribution
    • Annuity dividends received in (current tax year)
    • Amount of annuity received in (current tax year)

Note: If unable to generate the form with this input, verify IRA/SEP/SIMPLE has not been marked within the Form 1099-R section above.

See Common questions about Form 1099-R in Lacerte for instructions and common questions regarding a Form 1099-R.

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