Generating the Hawaii Schedule J in Lacerte

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.