STravlos
Returning Member

Deductions & credits

@Cynthiad66 Thank you for this! It works. Had a caller on TTL just yesterday. I assisted using this, because I know it has been an issue on these refi's. At the end in the error check only 1 thing popped up, wanted the Beginning balance on the 1st 1098 Mortgage interest loan (the one that was paid off / transferred to another lender/ refi'd) so I had the customer enter that outstanding mortgage principal amount shown on the 1098 as the beginning balance since the now outstanding mortgage balance was input as $.00 on the 1098 entry. It cleared the error. Mortgage interest deduction was correct & all was good to go. Thanks again for posting this. From Stravlos -TE, FS, TTL