Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Level 1
posted May 15, 2021 4:40:12 PM

2 refinance on loan over 750000

I don't seem to be getting any deduction for the mortgage interest - ouch! not acceptable.

 

I refiinanced twice in 2020. first one took out 50K for house renovations that I never completed and lower interest rate. Then late 2020 got even lower interest rate and took out 250K for a boat that I never got. 

 

The TTax instructions have me add all the interest from the 3 1098s but then I have to add the additional 2 loans right?  Also is the $ out going to be taxed as income?  How can I avoid this?

0 2 491
2 Replies
Employee Tax Expert
May 17, 2021 11:07:33 AM

You want the total of your mortgage interest that is allowable towards the purchase and improvement of your home. See Sched A line 8 instructions here. 

 

Related: Publication 936 (2020), Home Mortgage Interest Deduction | IRS

Level 1
May 18, 2021 7:37:07 AM

Thanks but you sent a link to what I believe is the problem.  Our mortgage interest deduction is denied by turbotax saying the standard deduction is higher but it clearly is not.  I have to check box 8; we took cashout to fund a business that hasn't started yet but uses of cashout has never mattered to the fed in the past; home refinance at a lower interest rate and taking cashout for various goals is key to achieving the American dream and that's been torpedoed somehow.  Our taxes skyrocketed and our income did not; this is killing us.  I'm trying to find a tax account to get us out of this disaster