How do I go back and edit my entry for Property Tax and Mortgage interest

[JohnB5677]

To edit your mortgage interest and property tax you will start with:

• Deductions & Credits
• Select Mortgage Interest & Refinancing
• Your Home
• Mortgage Interest and Refinancing (Form 1098)
• Edit the record you want to change
• Continue through the interview until you find the area you want to change.

The program allows two ways to enter property tax, but there is a specific order to do this.

1. The first is to enter it directly under Property (Real Estate) Taxes; however, you must do this before you post the 1098 for your mortgage.
2. If you have a 1098 for your mortgage you can enter under Mortgage Interest and Refinancing (Form 1098) at the bottom of the input screen.  This will be posted to your summary page as Property Taxes.  (After this is posted the "Property Tax" inputs will be limited to Additional and foreign taxes.)

[IMB1]

I put property tax on wrong page. I put on 1098 but it wasn't on my 1098. There's no back errors in this horrible program.

[AmyC]

You don't need to correct it since the program will move them to the right spot on the tax form that goes to the IRS. You just entered it into the program and there are a couple places. If it makes you feel better, edit the 1098, take out the property tax. Then select property tax and enter it there. The IRS gets sch A which has a line for property tax and a line for mortgage interest. The program manipulations don't go to the IRS.

You can view your forms to verify your information is correct.

To see your forms:

• In desktop, switch to Forms Mode. 
• For online, see How do I preview my TurboTax Online return before filing?

[IMB1]

This didn't help. I posted the property tax on the 1098 form but I didn't pay my mortgage lender the tax so I need to zero it out and put it on the correct page. It won't let me update the amount to zero anywhere.

[IMB1]

How do I edit the 1098?

[AmyC]

When you looked at the Sch A, you are saying the information was not on the correct lines and you need to fix it. The program should have moved your information to the correct lines.  Follow these steps:

1. go back to federal deductions and credits
2. select mortgage interest,
3. delete the property tax.

If you are unable to delete it, you may have some data stuck. Delete the entire Sch A. If you are using:

Online: see How do I view and delete forms in TTO?

 Desktop: If you are working in the cd/download TurboTax program:

1. On the top right, there is a FORMS button.
2. Click on FORMS.
3. Locate the form you want to delete.
4. Click on the form name.
5. Below the form, bottom left, select DELETE FORM button.
6. Enter your itemized deductions again.

A full or corrupted cache can cause problems in TurboTax, sometimes you need to clear your cache (that is, remove these temporary files).

1. Log out of your return and try one or more of the following:
   • Don't use Internet Explorer.
   • Clear cache and cookies,
   • Sign in using a different browser.
   • Sign in using a different device.
2. Log back into your return.
   • Enter the information again.