mlambros
New Member

How do I manually change a setting in Schedule A, Tax and Interest Deduction Worksheet?

I refinanced my home mortgage in 2020 and I think that is causing the TurboTax software to check the box saying that the amount of interest I can deduct is limited and then saying that I "must" enter the limiting amount. However, because I refinanced and did not use the loan for anything other than my mortgage, I do not need to limit that amount, but the software won't let me change that in the worksheet. (I confirmed that I do not need to limit my interest deduction by reading through IRS Publication 936, which is very clear about that.) I think it is an error in the software since it is not correctly aligning with the IRS instructions. I'm pretty frustrated that I cannot find out where to manually make the change after trying for an hour. I already deleted and re-entered my 1098s, so maybe there is something else going on and I'm wrong, but I can't figure it out.