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@VolvoGirl @MonikaK1 

 

What I can’t figure out with the TT customer representative, is why the sequence of the interest deduction entered, changes the total refund.  For example, main loan (1098) on primary home is $10,000.  Added a Heloc (1098) on primary home is $1,000.  Get refund amount.

 

Now delete both entries.  This time, add Heloc (1098) on primary home is $1,000.  Then add main loan (1098) on primary home is $10,000.  Exactly the same scenario as above but different sequence.  Refund is a little lower than above scenario.

 

TT Representative told me it should be the same refund amount.  The sequence should not matter.  She could not resolve it.