TT is looking to fill out a Schedule A Deductible Home Mortgage Interest Worksheet, but it returns to review after clicking continue. Any thoughts?

Perhaps. You can get the right results for both federal and state by entering the mortgage interest using the method below.

What if I have more than two 1098s?

You should combine all of the 1098s directly related to the home mortgage and enter it as one 1098.  A sale or refinance of mortgages is a perfect example of when this will be the best action. The key is that all of your mortgage interest is included with your tax return if your outstanding principal loan balance is below the maximum of $750,000 (or $1M for grandfathered debt incurred on or before December 15, 2017).  Keep all of your Forms 1098 with your tax return for the details.

Add each box that has an entry and enter it in the same form with the mortgage interest.

NOTE:  The outstanding loan balance should be the actual loan balance, do not add that together from each form.  Use the most recent lender's loan balance when requested for that entry. 

• What do I do if I have multiple 1098s from refinancing my home debt?
• How do I handle multiple 1098 mortgage forms?
• Where do I enter my 1098 mortgage interest statement?

Any additional debt not used to buy, build, or substantially improve a qualified home isn't home acquisition debt. TurboTax will calculate the amount of allowed mortgage interest deduction based on your entry or you can choose to make the entries yourself.

• To review the information and worksheets you can use this link: IRS Publication 936, page 12 (you can make the appropriate entries by selecting 'I'll enter it myself')

Note: If the mortgage for acquisition debt (buy, build improve your home) is greater than $750,000 (or $1M for grandfathered debt incurred on or before December 15, 2017) there is further limitations.