Getting error: Schedule CA: _ your return has a mortgage interest adjustment which will require an update in order to ensure that the calculations are correct. Help ?

[Katy1204]

@AliciaP1 @Hello, that is the issue - Turbo tax isn’t automatically calculating it correctly for the state. A box pops up when you move to state taxes and instructs you to check the 

Adjustment for Interest and Points Reported on Form 1098

for accuracy. How would I know how to do that? That is why I’m using turbo tax.

So assuming the number is correct and you proceed through the rest of the state questions, when you run the final check you receive the error message (title of this thread) that says something is wrong. 

[mkeehnel]

Still Getting This Error message. It seems that the issue is both TT's and the state of CA's fault. This error prevents me from filing on time and it's an endless loop. I get the same error on the desktop version (which I downloaded in an ill-advised attempt to skirt this issue in the online version). This may be my last TT year. HRB is beginning to look real promising with their walk-in office just two blocks away. 

[xklybur06]

I've followed the link but there is no where to sign up for update notifications.

[Kdaddy13]

Same story, same problem. But cant we simply mail it in? Or do we need to wait for TT to fix this? I am skeptical on the timeline. 

[dondraker]

Same error with New York State return 2021

Do you have a fix? I have wasted 6 hours and have not found a solution, solution from CA does not seem to work for NY.  Please fix this issue ASAP

[dondraker]

I am really frustrated, getting same issue with NY return, spent like 3 hours with help desk and no resolution

[dondraker]

me too, I am really frustrated and have spent like 3 hours with help desk and they have no solution

[dondraker]

I am from NY and I am encountering the same issue.  I cannot file my taxes.  I have been using TT for a long time and this is the first time they messed up.   I am thinking about using a different software and getting a refund from TT.  I have lost more that 3 hours figuring out what is going on and have been with Help Desk and they do not have a clue

[geven_513]

Getting the same error for CA return.  Had two 1098 forms in 2021.  If I combine into one form the info like origination date and principal balance will be wrong.  What can I do to fix?

[MichelleLO]

This is a known issue we are working to resolve soon. Please see the below TurboTax help article for more information.  Thank you for your patience!

Why am I receiving an error check message when going through the California state review?

[MichelleLO]

This is a known issue we are working to resolve. For more information, please see the below TurboTax help article. Thank you for your patience!

Why am I receiving an error check message when going through the California state review?

[Lonkerflanks]

Is there any update on the status or completion of the fix for this error? Still waiting to e-file with everything ready.

[MichelleLO]

Please see the link posted above for more information about this error. It is projected to be resolved within the next 14 days. 

@Lonkerflanks

[mruhl165]

I was having the same issue.  I clicked on the forms button and found NYS form IT-196.  I clicked on the Quick Zoom to Deductible Home Mortgage Interest Information.  I noticed that the End of Year Mortgage Principal line was blank.  I got this information from my 1098 interest statement from my mortgage lender.  This seemed to take care of the issue and I was able to file my NYS taxes.  

Disclaimer!  I'm not sure if this was the right approach, but it seemed to work for me.

[dondraker]

@mruhl165 thank you so much for pointing this out.

I addition, I had to update the same form "Ded Home Mort" on Part 2, line 2 total amount to be the same as the total amount on  line 1 part 2.  Line 1 gets imported from the Federal Return.  Line 2 is recalculated using some limits.

I hope that TT pays attention to fix it ASAP.  We should be able to use the Step by Step data entry and not having to figure out this forms.

Thank you