Kentucky738571
Returning Member

Mortgage Interest Worksheet requiring "Refi" entry

I am entering my Mortgage Interest as noted on my 1098, stepping through each screen in TurboTax as I have every year.  I enter my financial information, there's no points to deduct, it's my most recent (only) 1098, and I come to the screen where I am asked if the loan is a HELOC or a refinance.  It is neither, so I select "This loan is neither of these."

 

After completing the remainder of my tax forms, Smart Check runs for my Federal Return, and finds the error "Home Mortgage Interest Worksheet (Name of Mortgage Holder Redacted):  Refi must be entered."  I have options of "No entry," "Refinance Yes," and "Refinance No."

 

Given those options, I selected Refinance No, but got suspicious of this extra step so I went back and checked my 1098 entry section again.  TurboTax has changed The HELOC/Refinance entry screen to now say "This loan is a refinance of a previous loan."  It definitely is not.

 

If I change the entry back to "This loan is neither of these," Smart Check kicks out the error again.  If I select "No entry," Smart Check continues to fail.  The only way I've found to continue is to check the "Refinance No" option in Smart Check, but that makes an erroneous change to my actual 1098 entry.  I am not sure how to proceed with correct information and a clean Smart Check.