CA Mortgage Interest not carrying over from federal

Forum|Forum|4 years ago
February 26, 2022
4 replies
41 views

I noticed that my mortgage interest for 2021 did not populate when I started the California portion of my taxes. It appears that last year it carried over. Anyone know why this is happening?

Best answer by MarilynG

Check your Mortgage Interest entry in your Federal return to be sure you indicated 'mortgage is secured by your residence' (checkbox 2d on Home Mortgage Interest Worksheet).

One user said that changing this allowed Mortgage Interest to flow properly to California Schedule A.

This link has more info on How to Enter Mortgage Interest.

CarissaM

Level 15

There was an issue that has been since resolved.

Please follow the instructions here to manually update your software, and try to file once more.

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

slink1405Author

Level 2

I updated the desktop software and it is still not carrying over the mortgage interest deduction for the California return. It is remaining as a CA standard deduction and not an itemized deduction.

MarilynGAnswer

Level 15

Check your Mortgage Interest entry in your Federal return to be sure you indicated 'mortgage is secured by your residence' (checkbox 2d on Home Mortgage Interest Worksheet).

One user said that changing this allowed Mortgage Interest to flow properly to California Schedule A.

This link has more info on How to Enter Mortgage Interest.

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"