csimons
Level 1
03-21-2019
02:02 PM
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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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