The Schedule A issue may have to do with the order in which the forms were entered.
In the case of a refinance, it's best to enter the 1098 from your original loan(s) before the 1098 from your refinance. This will help the software to recognize the origination date of the loan is pre-2020, which ties in to the amount of interest that is deductible. This is important because only the acquisition debt remains deductible. It sounds like the problem could be that the software isn't recognizing the proper sequence.
Here's how to enter your mortgage interest statement in TurboTax:
- With your return open, search for 1098 and select the Jump to link in the search results.
- Follow the instructions to enter your original 1098 info.
After you enter the first 1098 you will be returned to a summary screen.
Carefully read the summary screen, at the lower left corner of the summary table is a Blue button "Add a lender".
