Still getting Error - Deductible Home Mortgage Interest Worksheet

Hey thanks for posting this.

I have been trying to figure this out for a whole week. No luck either.

I saw your post on the other thread as well.

Here is my Case ID: [phone number removed]. Is anyone from the company on these forums. Please help us solve this issue.

Same issue. 

I just called TurboTax and they said this is a system error and it has been escalated. They are targeting a fix before February 28th. They said I would get an error when this has been truly resolved. Really frustrating. 

Thanks for posting this.  I have exact same issue.   TT Download version.   Two 1098's in same year - one home sold, one home bought).   TT is not allowing me to file because a form update.   I considered doing some of the other "workaround" solutions on other posts, but they seem shady and each one gives me a different refund amount, so that can't be right.

waiting for TT to update and following this thread.

Hey @hound562 , that is encouraging that they give you an ETA. 

But your second comment, on getting an error when this is resolved? Not sure if I follow that. 

This is ridiculous. Simply refinancing in 2021 triggers this, even if you take the standard deduction and file your federal taxes you will not be able to file your state taxes in a state with a mortgage interest deduction like California or New York.

Hi @sonofsmog1 , yes this has been very frustrating. If you haven't done so already, please call their support, tell them about this issue, ask for an eta and escalation and then please get your Case ID.

@Max_Tax_Guy The error is the same as you: "Deductible Home Mortgage Interest Wks: This form has not been finalized for returns with two or more mortgages and limited mortgage interest. We expect this form to be available after February 17th."

They said that is a system error and they are working on fixing it. Again really vague. The customer service rep didn't really have much information but it sounds like this is a known issue that has been escalated with their technical team. 

You can try giving them a call to see if you have any better luck or clearer answers on the resolution. 

@hound562 , ah yes that makes sense. 

Sorry I misread your original response.

I have been now on the phone with them twice. 

So I pushed the lady who said that there is an ongoing investigation. I asked her what is the investigation number, ticket number etc. She wouldn't give that to me and said that she is talking to a tier 2 support agent on chat about it. I asked her to please give me that agent ID so I can reference it when I call back. She wouldn't give that to me either. So I asked for an escalation to a manager. Then finally after being passed around, the new person who came on the phone confirmed that they have added my specific Case ID to that actual investigation going on with Tier 2, and that if I call back, they have put in the notes all the details.

What I don't understand is that why are they not being clear about it? Shouldn't they be transparent to their user base? It would be so much better if someone from their Support or Operations group got on this thread, and actually gave a meaningful and tactical response, not a vague one like we are working on it. 

In the meanwhile everyone here, if you don't have Case ID's, please call and get them, and then ask them to tag your case id to that investigation. 

Did you get her name?

Still getting this error message as well. I’m shocked that TT hasn’t fixed this problem yet. This is a very simple tax issue and should have been resolved by now. Considering taking my business elsewhere after being with TT for the past 10 years.

Hi yes, her name was [Removed]

Here is the screenshot of the actual error.

@Max_Tax_Guy They probably don't know to be honest. I've worked in call center management and most likely they are all reading from the same knowledge base and notes. They really have little to no sight to what their technical team does or what the status or progress is. They are most likely a third party vendor that TurboTax outsources their customer service to. The best we can do is hope this makes enough noise and continue to escalate this issue further so that it is a top priority. 

I would encourage everyone to continue to call TurboTax. The more calls about this, the more pressure this will put on resolving this error. 

@hound562 , yep you are definitely right. They are going by script and or knowledgebase articles.

I'm trying to see on my LinkedIn if I know someone from Intuit, and have them take a look at this thread.

If anyone has any sort of a remote connection with an actual Intuit person, please do forward this thread. That may help.

That is a great idea. I'm going to start looking through my LinkedIn as well.

Same issue for me. Missing Schedule A and the interest worksheet. I'm seeing the same error message as others have posted here. Can't manually attach it. Not sure if there's an error in the workflow itself (not triggering the right form to be added) or if the form itself is just missing. Either way, can't progress without this step.

I got on customer support and had the lady take over my screen and we walked through the flows. We also tried reinputting all the information to see if it would retrigger the right form to be added. In the end, I sent my details to her for further investigation. It appears to be a flaw in the TT program itself and needs to be hotfixed.

If you're not getting an answer, I recommend blasting Twitter and other socials with this issue. At lease we can prevent others who are planning to start doing their taxes this weekend to avoid the same problem. Refinancing is pretty common since interest rates were at all time lows in 2021. A lot of people will face this issue.

To Intuit: You should ask your Product Managers and Tech Leads to actually read the forums from time to time.

I refinanced and have the scenario where I have three 1098's. I tried the solution of combining the two refinanced related 1098's into one, so there are now two reported 1098's instead of three. It didn't work.  I got the same system fault. 

Hi @refinancefiler , 

Thanks for sharing. I also did that screen sharing session with their agent. 

I am tagging a few people on Twitter and messaging others on LinkedIn. 

I think that might be the only way to get some attention.

Caveat: I'm in tech, so I know it takes cycles to fix, test, QA, check all use cases and then release. But at the same time, it seems like TT knows about this issue clearly, as they have marked the form will be available after February 17th. In project management terms, that is a never ending time, since it doesn't bracket the close date. Someone here said that the support people told them that it will be before February 28th. Here is a suggestion to TT, if they actually read this: You can at the very least update the error message to say what date will the Form be available 🙂.

I paid interest on my home to a mortgage company and a seller-financed loan.  I did not receive a 1098 for the seller-financed loan (haven't in 8 years).  I didn't even get an error message (I guess it comes when you file and I haven't gotten to that part yet)  It puts on the total amount of the interest paid on each line on the form, however it states "You're getting a deduction of $amount for the mortgage interest you paid." and it is the amount of interest for only one mortgage.

As suggested I called TT and was told to just wait to hear when the form will be ready. Ugh!  Case #[phone number removed]

I gave up, went to TaxAct, AND had a call with expert to check BEFORE i paid and filed.  A few things not as easy but reentering and done, call and filed in less time than i spent on this stupid form. Two houses, primary home refi so 2 1098 for that address (first mortgage before 2017 so bonus calculation for interest limits.. phone advisor helped) and second vacation... 27k in interest... and ended up 25k deductible with accurate help.

This is frustrating. I sold 2 homes last year and bought 3.  Can't get past this error to file.

I tweeted  to @teamturbotax and got this reply.

Hey there. We have seen basic troubleshooting steps work for some customers.

please try clearing your cache and cookies, if the problem persists please reach out via DM 

for further assistance. Thank you for choosing TurboTax! -Lindsay

Did clearing the cache and cookies work?

No and. now all the saved logins are gone and site suggestions are gone. I can’t see how this could have resolved. The missing form but had to try so I can go back to them on Twitter.

Me too! I was told by an agent two weeks ago that this item was supposed be cleared by February 17th.  I am still getting the same error: "Deductible Home Mortgage Interest Wks: This form has not been finalized for returns with two or more mortgages and limited mortgage interest. We expect this form to be available after February 17th."

This was similar to an issue I had last year.  And maybe even the year before.  This is getting really frustrating.  It is hard to have faith in @turbotax at this point.  

Can any employees help?  @intuitturbotax @turbotax