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Deductions & credits
I am running into the same issue. The initial lender resold the mortgage 2 weeks after closing. The initial purchase and the change in lenders occurred in 2022. But TurboTax is determined to amortize the points over the life of the mortgage. I have gone into the supporting worksheets and they show the proper numbers and elections. Quite frustrating.
‎February 26, 2023
8:46 AM