Skip to main content
Level 3
February 2, 2026
Question

Import from TurboTax Desktop does not properly handle mortgage interest deduction

  • February 2, 2026
  • 2 replies
  • 8 views

This is an FYI / Report of a Defect
I imported client's tax return from TurboTax desktop version.
Both 1098 mortgage interest deductions were listed in the itemized deduction section
But only one of them was listed on the Deductible Home Mortgage Interest Worksheet
I had to manually add the 2nd 1098 mortgage interest amount in order to get the correct deduction - See below

2 replies

George4Tacks
Level 15
February 2, 2026

This is not unusual when conversions from a different software happen. It is a start. Given the chance I convert to the prior year. Clean that up to match what was filed, then proforma that to the next year. Much better chance that all carryovers are correct. 

Answers are easy. Questions are hard!
Just-Lisa-Now-
Intuit Community Champion
February 2, 2026

sounds like it was a wise choice to come to a professional, they didnt enter it correctly on their own.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪