DianeW777
Expert Alumni

Deductions & credits

No. You have the documents to substantiate your mortgage interest and it's completely acceptable to create and file an accurate tax return.  Occasionally that requires action on your part.  The IRS has the documents and entering them into your tax return is a convenience and easier in most cases, but not required by the IRS.  Also, the IRS does not require this document to be mailed with the return even if you file by mail.

 

If you prefer, and using TurboTax Online you can choose to have your return prepared using TurboTax Live.

@zomboo 

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