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Level 2
posted Mar 12, 2024 11:33:04 AM

SERIOUS BUG in OREGON STATE Calculation

The situation: Your mortgage was sold during the tax year and you received two 1098s for mortgage interest.

The problem: On the Oregon State Itemized Deductions page (OR-A) the itemized deduction lists only ONE of the deductions, not the sum total of the two 1098s.

 

In my case this reduced the deduction from $12000 to $1000.

 

How do you get Intuit's attention to fix this?

0 2 1490
2 Replies
Expert Alumni
Mar 20, 2024 6:36:56 AM

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Level 2
Mar 23, 2024 5:10:53 PM

Yes but it's not just state.  TurboTax does not seem to handle multiple 1098s in both Federal and State.  If you enter more than one it uses the last one.

 

The workaround according to both Intuit support and my mortgage servicer is to add the two numbers to arrive at the total interest paid and create a single 1098 in TT.  Then if the IRS questions the number, provide both forms.