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Lacerte > 04Tax > Individual > WI > Schedule H

Problem

When the "Gross distribution" (Screen 13, code 3) of a pension is larger than the "Taxable amount" (Screen 13, code 4), and the pension is designated as an RRB 1099-R, then Schedule H, line 9d, "Pension and annuities, including IRA, Keogh, SEP, and SIMPLE distributions" incorrectly includes both the gross amount and the taxable amount of the distribution.  The correct amount should be the amount not included elsewhere on the return (gross amount minus taxable amount).

Solution

Check the box "Schedule H only" (Screen 53, code 36), print the Schedule H and the slip sheet, then remove the check to print the remainder of the return.

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