(TurboTax Online Free Edition customers are entitled to payment of $30.) This guarantee is good for the lifetime of your personal, individual tax return, which Intuit defines as seven years from the date you filed it with TurboTax. Maximum Refund Guarantee / Maximum Tax Savings Guarantee - or Your Money Back – Individual Returns: If you get a larger refund or smaller tax due from another tax preparation method by filing an amended return, we'll refund the applicable TurboTax federal and/or state purchase price paid.This guarantee is good for the lifetime of your personal, individual tax return, which Intuit defines as seven years from the date you filed it with TurboTax. 100% Accurate Calculations Guarantee – Individual Returns: If you pay an IRS or state penalty or interest because of a TurboTax calculation error, we'll pay you the penalty and interest.this question chain is for people who have the same loan origination date on both 1098s and purchased before the year 2018 and hav selected no points or already deducted points. if your loan origination date is different between the two 1098s, you did. you did not refinance or change terms, your loan was merely sold to a new lender. If both 1098s show same loan origination date. "I've already deducted all the points I paid in 2005 or I didn't pay any points." (or whatever year your loan origination date was that appears on Both 1098s). our loans are many many years older and still the original loan i had no points on my loan and others if they had point's likely paid on them years ago so your answer does not apply to the majority of us that answered. you mentioned you paid point and started your loan in 2018. You are giving me no choice unless you answer this within a day or twoĬomment to sg_313, I have done exactly as you already by putting remaining amount from original lender as 0. I have been with TURBO TAX for 8 years now and want to stay, Please answer and dont force me to decide that i have to change to a new sw company. I have put the exact same data into HRblock Tax software but it calculates that i get the credit for both 1098s, the entire mortgage interest paid. answer quick or potentially lose customers for the 2018 tax year People want to file right away to get refunds. this happens to everyone every few years and ive never seen software not be able to determine that both 1098 are for the same loan that was merely transfer sold to a different lender with no changes in terms payer/borrowers cannot control if their loan is transferred. no one will wait for a company that has flawed software and not responding to fix it or justify this. Switch to another tax software because they are failing to respond. TURBO TAX 2018 has a FLAW and they are not answering nor fixing this. if the lender did not sell transfer my loan and it stayed all on just one 1098 i would get credit for the entire amount so why am i not getting credit for ALL interest paid to the same loan occurring before year end? WHy is this software not crediting interest paid after the transfer when the loan terms didnt change? Both 1098 show the same Loan origination date!!!!!! hello. this is a primary home and my name and secured by the property. no change other than one leader transfer sold it to another lender within the same tax year). Run the numbers as if your loan was not transferred and as if you kept paying the interest to the original lender resulting in a single 1098 to see the difference!!!! (yes two 1098 but its the same loan. something is flawed because of the inability to define the loan transfer date and the transfer balance. it isnt giving me credit for the interest paid on my primary home for the amount of interest paid after the loan transferred to another lender.
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