@discosagar @jlbrick @MattB @RecoveringEngineer @Ashramx4
Hi all,
Cross-posting here, but yet another person dealing with exactly this same issue. I thought it might be useful to collate several of the sophisticated affected users who have, in aggregate, likely spent dozens of hours trying to rectify this.
I posted this in another thread where I was unhelpfully told "this does not appear to be a bug at this time" [https://ttlc.intuit.com/community/tax-credits-deductions/discussion/re-turbotax-is-incorrectly-combi...] so have been searching for a reasonable solution.
I've posted an extensive detailed description of my issue in the above thread, but it is essentially identical to all of yours. As best I can tell, currently one's options are:
1. Enter "$0" for Box 2 of refinanced loan (not ideal as will not match 1098 and, in principle, might yield a slightly different average mortgage balance for the calendar year than if it was done accurately depending on how the loan was closed"
2. Creation of a pseudo-1098 with pooled data and a hand-calculated average mortgage balance. Also not ideal as rather laborious and may trigger IRS interest since only a single 1098 is being reported by the taxpayer despite 2 being issued.
3. Some kind of hand editing of schedule A, which may preclude e-filing based on prior posts (not sure if this is true)
Hoping we can iron this out - seems a trivial fix on the software side.
