Generating the Hawaii Schedule J in ProConnect Tax

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

1. From the Input Return tab, go to Income ⮕ Pensions, IRAs (1099-R).
2. Click Details for the 1099-R.
3. Go to the Other Information tab at the top of the input screen.
4. Scroll down to the Hawaii Schedule J section.
5. 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.