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Deductions & credits
The only fix I found that I am comfortable with is combining both 1098s and entering "one" 1098 with the combined total interest from our original loan and our refi. TT does ask if "the amount you entering is different than your 1098" and will give you 160 characters to explain why.
I am more comfortable explaining the reason why than attempting to manually override and change my "forms" in the CA state tax return. I have been unable to figure out how to find those forms and manually edit them anyway. I'll take my chances. Hopefully my explanation will be sufficient for the IRS and will not trigger any audits...
Thanks for the pain, TT. Fix your product!
‎February 3, 2021
2:50 PM