I should clarify. The federal worksheets appear to be correct with respect to lines 11 and 12 (12 is blank). As we are ending up with the standard deduction, I do not know what would print on form 1040, schedule A. However, we are able to itemize deductions for NYS. Form IT-196 is completed as if the mortgage interest is being paid to the spouse. As far as I can tell, the federal input is correct.
BTW, while scrolling again through the mortgage interest screens, I do not see a screen for "uncommon situations". But I do think we have checked the correct box regarding form 1098. I think it says that the 1098 is not in the name of the taxpayer. I didn't see a box that says neither one of our names is on the 1098.
Any additional suggestions.? Thank you.
