@RedRaider97 wrote:
Thanks for the reply!
I did cancel the Amend process so nothing was changed. When I go to the main TT screen, at the bottom is "Your Tax Returns and Documents" which when I expand, given an option to "Download/Print Return (PDF)". Clicking that, it just pulls down the 2024 return without any calculation docs that I can see. I don't see any other options to pull in additional worksheets. When I view the return, it just has the actual number TT input for the tax deduction (no calculation). Anywhere else I might be able to find the actual worksheets?
Same lender all year, no HELOC, and only one mortgage so it should be easy to follow the calculation TT used if I could find it.
I don't use the online program so I don't have experience with downloading the worksheets instead of just the return, but there should be (or used to be) an option for "download all forms and worksheets." I'll ask around.
@VolvoGirl @xmasbaby0 @rjs @DoninGA
In any case, you should perform the calculation using the instructions in publication 923. If the Turbotax calculation was wrong, TT is supposed to cover any interest and fees (if any are charged) but you always owe your own correct tax. If the TT number is different from the publication 923 number, there is a procedure we can use to get tech support involved even if you can't download the worksheet yourself.
