The program does the splits for you automatically on the Mortgage Interest and property taxes, *PROVIDED* you tell the program you want it to do the splits for you. So its important that you work through the program the way it's designed and intended to be used.
So you'll enter the rental stuff first and get it all done. Then later when you get to the "Your Home" section in the deductions and credits tab, make sure you pay attention to detail because the program will tell you on the screen, in small print, that it already has $X dollars for property taxes, and $X dollars for mortgage interest, on the same screen where it will ask you to enter those items. You have to watch that so that you don't inadvertently double-dip on those items.
I suppose I should check this since I'm hand editing the number.
You can check it if you want, but the "total" mortgage interest being claimed on your tax return, will match what's on the 1098. You would be required to check that box if your total mortgage interest being claimed, exceeded what's on your 1098.
Overall I would expect you to have two 1098's. one for the house you moved out of and converted to rental, and the other for the new house you moved into. So if you let the program do the splits for you, you'll enter the 1098 for the rental property in the rental section, and the 1098 for the home you moved into, in the "Your Home" section.
