Deductions & credits

Hi @AmyC ,

Thanks for the clear instructions you gave - really appreciate it.

I'm in a similar situation to stevebor1 where my original lender had sold my loan to a new lender within the same year.  I've been stuck on this part of the tax form for a few hours now after having the federal tax due estimate go from very positive to very negative when I added the original lender info. Was very happy to find this thread.

I followed your instructions and was shown the screen below:

When I choose "No, none of these situations apply to me", my federal refund estimate goes to the positive (yay), which makes sense since answering No shows that the two mortgage I had entered are in fact the same mortgage.

However, when I click "Continue", the federal tax estimate goes back to the negative (NOOOO), almost as if the software thought I had answered Yes to the previous question.

I've tried refilling the form a couple times after that to make sure I'm in fact clicking "No", and it still hasn't worked. I'm currently using the Intuit Turbotax Home & Business software on Mac. Is there a version of this software online that does not have this bug? Or is there a new software update that can fix this? Please help.

Thanks for your time,

J