I have the exact same issue and was told by the tax expert that the Turbo Tax is not calculating this correctly but I have not idea how to get to a point where it can be corrected. The redacted forms shown above are of no value since they only show what I can already see with no indication of where you can go to enter the correct information - or correct the information that the system is calculating. Is there an internal form somewhere that will allow the correct information to be put in - e.g. to show a zero year-end balance of the old mortgages that I refinanced instead of simply adding them all up and going over the limit?
Thanks for any assistance you can provide.
