Editing Schedule B Data

This article guides you through modifying Schedule B data within the View Document screen to ensure your report correctly reflects the uploaded PDF.

While Holistiplan reads Schedule B for informational purposes, we use the interest and dividend information on Form 1040 to check and validate the tax calculation. Accordingly, Schedule B is not verified by staff members, which may result in some incomplete or corrupt information in the Schedule B section of reports. Because of this, users can adjust data entry in Schedule B in the View Document screen.

If your upload includes a Form 1040 and an additional duplicate Form 1040—both accompanied by a Schedule B—please be aware that our OCR system will process and capture all data from both Schedules. As a result, you may find that lines are reported two times.

Refining data entry on Schedule B:

Select the household you would like to edit from your 'Households' screen
Click 'View Return'
Once you have opened the document, scroll down to the 'Schedule B' section as seen below.
When you have adjusted the data needed, click the 'Submit Schedule B Lines'
After submitting, the changes should be reflected in your Tax Report and Schedule B reports.