Create Schedule Write-In Information

Owned by Nancy Cohn (Deactivated)
Last updated: Feb 08, 2024 by Kinga Huszno
1 min read

The Schedule Write In panels allow you to add write-in values and footnotes to the Exhibit of Net Investment Income, Schedule DB Part D Section 1, and the Schedule D Part 6 Section 1 reports.

To add a Schedule Write-In value:

  1. In Accounting Center, in the left navigation pane, click Setup > Insurance > Write In > Create/Edit Schedule Write In.
    You see the Create/Edit Schedule Write In panel.

    Create Slash Edit Schedule Write In panel

  2. In the Add or Update Write-In/Footnote Details list, click Add.

  3. In the Sched Line Code list, select the applicable Sched Line Code to affect.

  4. In the Line Number list, select the appropriate Line Number for the write-in/footnote you are adding to the schedule.
    Depending on the Line Number you select, hidden fields can appear to allow you to input write-in and/or footnote values.
    NOTE: If you choose Schedule DB Part D Section 1 as the Sched Line Code value, no line number appears for selection because there is only one footnote available to add. After you set the Sched Line Code field to Schedule DB Part D Section 1, a hidden field appears for footnote input. 

  5. Click Submit.