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Editing Schedule B Data

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

While Holistiplan does read in 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. When this happens, users can adjust data entry in Schedule B in the View Document screen.

If an 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 the Households screen.

  • Navigate to the Returns tab under the Tax section and click View Return.



  • Scroll down to the Schedule B section.

  • When the data is adjusted or edited, click Submit Schedule B Lines



  • After submitting, the changes should be reflected in Tax Report and Schedule B reports.