Question

Bug with refinance

Forum|Forum|5 years ago
April 11, 2021
1 reply
0 views

I received 3 Form 1098 for the loan (~$600,000) on my house in 2020, because there was one loan transfer and one refinance. After I input all three forms into my TurboTax Download/CD (Windows), clearly the software thought I had multiple loans and made mistakes in the deduction calculation.

I found this thread in the forum but it has been closed. Following the instructions given in that thread, I sent a diagnostics report to TurboTax and am posting the information required here, waiting for a reply:

Token Number: 815868
Software: TurboTax 2020 for Windows (CD/Download)
WinPerReleaseMsi Version: [phone number removed]
TurboTax.exe Version: 2020.48.23.78

Let me know how this issue will be solved, by an agent or by a software update?

I had this problem last year already and would have never expected that it's still existing this year...

N

NCPERSON1

assuming you have no cash out, just add all three together - it's simpler that way

Y

Ybc82Author

Thank you! I understand that this would work, but I'm just concerned that in this way I'm not including the original information from 3 separate Form 1098 in my final tax return forms.