sreiber
Returning Member

Deductions & credits

One mortgage that was refinanced 8 years ago.  In 2019 it was sold to another mortgage company so I have 2 1098s.  But because the mortgage was not refinanced in 2019 they have the same 2012 origination dates.

 

When I enter the 1098s into TT federal I get an error asking for points/interest limits even though the loan is below the federal maximum.  I can override by going into the form and changing the answer to whether I’m subject to limits to “no.”

 

But on the CA return it’s still adding both loans together, which causes it to think that my federal was limited, which it wasn’t.  And I can’t manually change the entries on the CA worksheet.