Amendment showing refund despite no changes made

[ggheights1011]

Hello,

I started a 2024 tax amendment. The page first said the meter would be set to 0. However, once I start, without making any changes at all, it is showing a federal and state refund due with the amendment. I don't understand how this can happen without making any changes to the prior return.

Thanks.

[ggheights1011]

It seems that the difference is driven by a change in the calculation of line 8a of Schedule A:

"Home mortgage interest and points reported to you on Form 1098."

This is odd because I haven't changed any details pertaining to the 1098 from the prior year (2024)

Why would this change? 

Thanks.

[AmyC]

There may have been program updates made after you filed. When your software updates, it will pull in the changes. Check your forms for accuracy before filing. Mortgage interest calculations on mortgages with balances over $750,000 require an extra look.

Reference: About Publication 936, Home Mortgage Interest Deduction