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Deductions & credits
Thanks, Mike! I read that IRS language numerous times yesterday ... yikes! When I went through the screen prompts in TT for the umpteenth time, I simply said "no, I didn't take cash out" for the three extra "servicer" 1098s, and that fixed my deductibility issue for the federal return.
I just tried your override idea on the state form and it gave me full credit for my mortgage interest and upped my refund by another $150 or so. But I'm leery about how the state's tax board will handle it. So, I'm going to sleep on it all tonight and decide tomorrow whether to just throw caution to the wind, file both returns and see what happens. 🤔
‎February 21, 2021
7:15 PM