csimons
Level 1

I have a client claiming this credit for the 4th year.  Live in CA.  Have been able to deduct 20% of their mortgage interest.  This year they were sent a refund check minus the mortgage interest credit of $3,036.  The tax software rules allows for this, what am I missing or why would the IRS not honor this part of refund?  Has Tax Reform affected this?  I can't find anything to say it has and I would assume the software would be updated it did.

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