I am getting a notice that a section needs review (for form 1098) and go through the process for reviewing it, but the needs review won't go away and asks same questions.

Mortgage Interest & Refinancing (Form 1098) keeps saying it needs review, and I keep answering the questions, but then it tells me to review again. I tried clearing my browser data like AI suggested, but that did not help.

2224

Expert Alumni

Mar 21, 2024 2:24:02 PM

That message will not prevent e-filing. If you are itemizing (mortgage interest isn't included if you take the standard deduction), check Schedule A to confirm your mortgage interest is included on Line 10 of Schedule A. This amount goes to your From 1040, Line 12 (standard or itemized deduction). If you are taking the standard deduction, or you have confirmed your mortgage interest is included on Schedule A, you can file your tax return; the Needs Review message is not an error.

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I am getting a notice that a section needs review (for form 1098) and go through the process for reviewing it, but the needs review won't go away and asks same questions.