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January 27, 2022
Question

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 ?

  • January 27, 2022
  • 18 replies
  • 0 views
First time home buyer, not sure what is causing this issue, turbo tax keeps on asking me to check this entry but no help offered.

18 replies

KrisD15
January 27, 2022

Are you using TurboTax Desktop? 

 

Did you select anything in the program about being a "First Time homebuyer?"

Did you get any kind of first time homebuyer assistance? 

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January 28, 2022

Hey Kris,

 

I am using the online website. Where can we indicate in the TT software that I am a first time home buyer ?

KrisD15
January 28, 2022

Perhaps my wording was confusing.

 

Normally you would not indicate that you are a "first time homebuyer".

 

You mentioned it in your post, so I was fishing to see if you entered something in TurboTax by mistake which triggered something else.

(There was once an "First Time Homebuyer" Credit back in 2008 and some people are still paying that off) 

 

So you purchased a home, have one 1098 for the interest? 

 

Anything unusual? 

Are you filing Married Filing Jointly or Single? 

Is the loan balance 750,000 or less if Married Filing Jointly?

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January 28, 2022

I am also getting this error using either iPad app or website.   Earlier I saw a link to sign up for notifications when an update would be available.   Is there one pending?  

Until this is fixed I am unable to eFile.  

January 28, 2022

Clarification.   My mortgage is not over 750k.  It was a refinance where money was taken out.  That refinance happened in 2018.

January 28, 2022

From what I read in forum's combine all 1098 into a single one by doing the computations on your own. CA tax filing code in TT seems to have lots of bugs.

January 31, 2022

Same problem with TT Deluxe.  I had to re-fi to buy my wife out following our divorce. I had 2 1098s. One was for a HELOC that was paid off and the other was for the REFI. Tried them separately, combined, manually entering the interest total, entering 0, entering the bigger of the two values - still fails. TT CAL form seems to have a bug that need fixing urgently.

January 31, 2022

I got the same error. I have a second mortgage which i took out long time ago. 

January 31, 2022

I forgot both of mortgage is less than $750000. It's was working fine last year with both mortgage 980 form.

January 31, 2022

Our team is working to resolve an error message for Schedule CA for mortgage interest adjustments.  Please sign up for notifications in this TurboTax Help article.

Notifications Schedule CA mortgage interest adjustments

February 2, 2022

Same error when filing NY State taxes… any thread to track that fix?

February 2, 2022

Thank you for your patience. 

 

We are still working to resolve this.  Please see the Help Article here on how to check for updates and more information. 

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February 2, 2022

As you work on the fix, please remember this issue is affecting other states as well (NY in my case).

February 3, 2022

Hello, I followed the link you provided to sign up for updates on the issue, but there is no where to do so on that page. It just has the question listed as resolved, but I’m still receiving the error.

February 3, 2022

In case anyone else is wondering, there is no way to follow for updates on this topic, even though the TT experts post links to it. I sure can’t find it. 

February 5, 2022

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?

 

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February 4, 2022

To quote an old movie "We don't need no stinkin' badges !". I'm tired of that spam! All I want is a fix or some feedback that leads me to really believe a fix is in the pipeline.

February 4, 2022

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. 

February 5, 2022

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. 

February 5, 2022

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?