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mortgage interest limit worksheet

davidwashington
Level 3

Worksheet for limiting mortgage interest is not working.

Glad:   they added a field for origination date

Glad:  My override entry for field with bad calculation does work.   Glad, paper worksheet calculation. 

Sad:   Average balance is not calculating for post 2017 mortgage, and is allowing 100% deduction when only part of the mortgage qualifies as acquisition interest.

Sad:   Qualify control didn't test the product (what else haven't they tested - IRA calculations...)

Sad: customer service suggested that Window updates are a problem.

Sad:   It seems they are directing their resources toward their web/online product that has has a published price for me that is Triple my current unit cost.

Sad:   First year having some many problems so late. 

I would rather they alert users that This and THAT are not operational so that preparers don't get lured into thinking everything is fine when it isn't. 

 

0 Cheers

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