I'm glad I'm not the only one that is confused about this topic. I finished my federal and state and unfortunately filed yesterday, February 6. I refinanced a pre 2017 mortgage in November 2021. I diligently completed and answered all the questions. It wasn't a big deal on the Federal since I could only take the standard deduction, but then I noticed that on the California State side it was calculating the original and the refi'd loan and apparently concluded that we exceeded the $750K which was not the case such that my California state refund was $47 instead of $627. I called TT and was very disappointed in the response: The agent said that he couldn't give me tax advice 'per his supervisor" and emailed me copies of the Federal instructions on home mortgage interest! I wasn't asking or tax advice, I was asking why TT program inaccurately handles this topic and is there a fix--very disappointing. So now I need to file an amended state return at some point. And can someone tell me exactly what the "offending form" was that TT took out? I updated yesterday upon install and I'm not prompted for an update.
