Is anyone else having problems with the final review web page for Mortgage Interest and Refinancing (Form 1098) ?

What is your specific problem? Is the interest being limited when it should not be?

 

The limit on the amount of interest has changed under the Tax Cuts & Jobs Act. The interest deduction pre-TCJA has been available to qualified mortgage debt up to $1 million ($500,000 married filing separately).

 

Through 2025, the TCJA has lowered the amount of qualified mortgage debt to $750,000. For qualified mortgage debt incurred on or before December 15, 2017, the $1 million limit remains in place, thus "grandfathering" existing mortgage debt.

 

For desktop versions:

• In Forms view, locate and click on Tax & Int Wks on the left from the forms list
• On the form, scroll to Mortgage Interest Limited Smart Worksheet
• Click on NO to the right of the question, Does your mortgage interest need to be limited

For online versions, after entering the 1098 interest information, continue through the screens and TurboTax will ask you if the interest needs to be limited.

 

 

During final checks of the entire return, there is a message that the mortgage interest info should be reviewed.  Clicking on the link to review that section brings me to a new blank page that is never filled in.  The “in progress” icon ( my term) sits there and spins forever. 

adding to the background of the problem...

The problem occurs with multiple browsers, and occurs after clearing web browser cache data.

The problem also occurs after having reentered the mortgage interest and real estate tax information.