Wanted to update on what I found. First, TT did reach out and helped me get the state returns imported into the desktop version. They were amazing once I was able to talk to a human.
in the desktop version I was able to see TT put in the beginning balance exactly the same as the ending balance of the loan. Interestingly, TT only asked me for the ending balance both in the online and desktop version. Interestingly the desktop version I couldn’t even override the beginning balance - it was hard coded.
i was able to input the taxable interest based on my manual calculation and override what TT calculated.
I assumed TT would have brought in my 2024 ending balance as my beginning balance but it didn’t this year. I think something is wrong with the coding for that this year.
if you got a CP28 notice and confident you answered all the TT questions accurately, I would check to see if TT used your ending balance to populate your beginning balance as that doesn’t provide an accurate Average balance of the loan for the year.
Just mailed my amended return and am done. What a journey. Thanks for all of the help!
