I was reviewing the worksheets. I think I entered everything correctly. Lines 11 and 12 are fine. But I think line 9 should be checked “yes” as this was the original loan which was refinanced in 2021. Also, on the Smart worksheet, line B is checked “yes” when it should be “no”. This was the original mortgage. Line C is blank when I think it should be “yes”. Something doesn’t jive.
But do I care? The result on the return doesn’t matter because the standard deduction is greater than itemized (on both returns).
What is the significance of these worksheets. In some cases, I can check the proper box directly on the worksheet. Does that do anything?
