peterhawaii
Level 3

Pro Series phone technicians say March 12.  The important thing is the code must be changed from 1 to 2, because code 2 is always taxable to Hawaii. The code 2 exception is the last one listed in what can be code 2.  The provision the IRS uses is72 t.  This is the law that makes the pension 1/3rd taxable each year for 3 years and waives the 10% penalty.

In correcting the Form 1099R also change the taxable amount to 1/3 of box 1

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