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February 28, 2023
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Schedule A: Tax and Interest Deduction Worksheet

  • February 28, 2023
  • 2 replies
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Hello,

While trying to complete my taxes, I was flagged for an error on the Schedule A Tax and Interest Deduction Worksheet, specifically line A2 - Home Mortgage interest and points reported on Form 1098.

 

A little background - I refinanced my home mortgage in 2021, and used the excess funds to purchase a vacation property. There were no points associated with my loan. I answered all questions that TurboTax asked. I am likely taking the standard deduction. What am I supposed to put in the box A2? Why is TurboTax making me fill out Schedule A if I am taking the Standard Deduction?

    Best answer by DMarkM1

    Yes, you will likely need to get rid of all those form entries.  You have two options: 

     

    1.  Go back to the "Deductions and Credits" section and edit the "Mortgage Interest" topic.  You will need to delete all entries there. 

    2. Delete the Home Mortgage Interest Worksheet(s) using the forms mode in Desktop versions or these steps in online versions.

     

    1. Select "Tax Tools" in the left hand menu
    2. Select "Tools"
    3. Select "Delete a Form"
    4. Find each of the "Home Mortgage Interest Worksheets"
    5. "Delete"
    6. "Confirm Deletion"

    2 replies

    February 28, 2023

    If you are going to use the Standard Deduction, then you don't need to fill out Schedule A.  You can delete the answer(s) that are causing the error.  Instead of answering the rest of the questions, just click on another section in the menu on the left hand side of your screen.

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    bronn033Author
    February 28, 2023

    Thanks David. It's forcing me to add something to the box. Am I able to just add 0? Or delete the form somehow?

    DMarkM1
    DMarkM1Answer
    February 28, 2023

    Yes, you will likely need to get rid of all those form entries.  You have two options: 

     

    1.  Go back to the "Deductions and Credits" section and edit the "Mortgage Interest" topic.  You will need to delete all entries there. 

    2. Delete the Home Mortgage Interest Worksheet(s) using the forms mode in Desktop versions or these steps in online versions.

     

    1. Select "Tax Tools" in the left hand menu
    2. Select "Tools"
    3. Select "Delete a Form"
    4. Find each of the "Home Mortgage Interest Worksheets"
    5. "Delete"
    6. "Confirm Deletion"

    **Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"
    March 2, 2023

    Please give us a call here so we can look into this further. @bronn033 

    **Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"