{% extends "base.html" %}
{% from "_macros.html" import year_picker %}
{% block title %}Schedule E {{ year }}{% endblock %}
{% block content %}
One column per property, matching the form. Click any amount to see the transactions behind it. If you categorize whole mortgage payments as Mortgage Principal & Escrow, enter the numbers from each lender's
Form 1098 / annual escrow statement here. Bookkeeper adds one $0.00 adjustment on Dec 31 that moves those amounts to the deductible lines —
bank balances and reconciliations aren't affected. Saving again replaces the previous adjustment.Schedule E, Part I — {{ year }}
{% for ln, label in rep.lines %}
Line {% for c in rep.columns %} {{ c.name }}{% if c.property %} {% endfor %}Total
{% endfor %}
{{ ln }} {{ label }}
{% for c in rep.columns %}{% set v = rep.amounts[c.id][ln] %}
{% if v %}{% if ln == '18' %}{{ v|money }}{% else %}{{ v|money }}{% endif %}{% endif %}
{% endfor %}
{{ rep.totals[ln]|money(true) }}
20 Total expenses (lines 5–19) {% for c in rep.columns %}{{ rep.amounts[c.id]['20']|money }} {% endfor %}{{ rep.totals['20']|money }} 21 Income or (loss) {% for c in rep.columns %}{% set v = rep.amounts[c.id]['21'] %}{{ v|money }} {% endfor %}{{ rep.totals['21']|money }} Line 19 “Other” — itemized
{% for c in rep.columns %}{% for cat, v in rep.other_detail[c.id].items() %}
Property Category Amount
{% endfor %}{% endfor %}
{{ c.name }} {{ cat }} {{ v|money }} Year-end lender statements (Form 1098)
Line 2 (fair rental / personal use days) isn't tracked here — enter it in your tax software. Mortgage interest should match each lender's Form 1098.
{% endblock %}