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Generating the Hawaii Schedule J in ProConnect Tax

SOLVEDby IntuitUpdated July 12, 2023

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.

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