I did what @alder1321 suggested for my refinance and even tho I adjusted down the principal balances so that they totaled under $750k (I actually ended up doing bad math so I ended up at $740k total, when the total of my loan is only in the 400's), TT still shorted me about $1,500 in interest paid. I followed the instructions to total all of my Box 1's together, and only enter the principal amount of only the original loan, and that did the trick. However, I'm feeling nervous about filing this way, as it only reflects one 1098 and I have 2! Additionally, I did cash out when I refinanced to pay off my HELOC (HELOC 1098 is still in TT since it's was a small amount), so while every cent of my cash out and HELOC was used on my home, I'm nervous to misreport it as if I only received one 1098. I think the Schedule A will come out ok, but....I don't know for certain. Any advice from you experts? Ugh. Why can't they just fix the bug properly????
