HI 1099 R

Forum|Forum|4 months ago
February 24, 2026
2 replies
4 views

1st year on ProConnect Hawaii preparer have a client that rolled over ER provided pension to an IRA. How can i make it not taxable to Hawaii. Tried the state taxable and distribution override boxes on the 1099R input detail screen but ProConnect keeping it taxable.

ProConnect Tax

Intuit_Kallana

Level 7

Hi @JDinHawaii, on the 1099-R pension screen what code do you have for the pension entered? Is it set as a rollover?

J

JDinHawaiiAuthor

Level 2

The rollover was like 10years ago when they retired. It seem like because the ira box is checked the system will not treat it as a pension. Which is just wrong. CCH had a code field to exempt ira when applicable.

Intuit_Kallana

Level 7

Hi @JDinHawaii, on the 1099R entry scren scroll down to the State and Local section. There is a section in there labeled as "Taxable Amounts". In the State taxable amount, if different enter "-1" and select "HI" for the state to indicate it is not taxable for Hawaii. If that does not solve the issue, please contact ProConnect Support so that we can see the actual return.

IRonMaN

Level 15

Every time I notice the title of this post I can't help but think someone is saying hi to their 1099R 😀

Slava Ukraini!

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