Obviously a big issue with TurboTax that should not require any "work arounds". However I'm going a simple route that hopefully doesn't end up biting me but that seems to work. Our situation...we sold our house in June 2020, bought a new house in June 2020 and the mortgage was immediately sold off to another bank. I think a fairly common scenario. The way TT was calculating our average mortgage balance was putting us just over the $750K threshold limiting our mortgage interest deduction (some problem everyone on here seems to be having). For the online version, on the screen that prompts for the balance in box 2 of 1098 (balance at the beginning of the year or start of the loan if acquired during the year) and the balance on January 1, 2021, I simply fudged the balance for the outstanding loan as of January 1, 2021 to get my average under the $750K threshold. I'm fairly certain this information only shows up on the worksheet which doesn't get filed with the IRS. The IRS only sees what's on Schedule A which will be accurate and which I can support if they have any questions. Might not be so simple if you're way over the $750K mark but seemed to work for me.
