The Home Int worksheets are correct.
Line 1b: one is Main Home; the other is Second Home
3a: Yes on both
3b: has the respective interest amounts reported on Form 1098
3d: Yes on both
4: respective amounts entered - total is < $750,000
5: respective dates entered - both after 2017
6a: Yes default entry on both - I can't access this line 6b Nothing entered
9: Property taxes entered and properly reflected on Schedule A
11: No on both
12 thru 14: No on both
Limitation Smart Worksheet:
A: No on both
B: No twice on both
C: Yes on both
😧 No on both
F: amounts entered and box checked for one 1098 on both
G1-9: All amounts properly summarized on both worksheets
I am about to give up. I spent over an hour on it last night. Saved, Deleted, Re-entered, Closed out, Re-opened. I have tried everything I can think of.
I FOUND THE SOLUTION! There is yet another worksheet! I was focused on Schedule A and Home Int Wkst. There is also a Tax & Int Wks. There is a section on that worksheet for Mortgage Interest Limited Smart Worksheet - I have no idea where this worksheet gets information but it was incorrect. There is a line that asks "Does you mortgage interest need to be limited:" It was checked Yes. It turned Red when I changed the response to No. The solution was to enter an amount on A2 equal to the amount on A1 which is the total combined mortgage interest. Once those two lines are equal, the limitation was not applied and Schedule now shows the correct total interest paid. Whew! I'll never know where this information came from because I have tried so many different combinations and workarounds. One day wasted on Mortgage Interest but now I'm back on track.
