I was not on the mortgage worksheet before, this was my first time jumping into it, when I saw it was not calculating correctly.

I was referring when we are entering the 1098 worksheet, where it asks line 2 outstanding mortgage principal; the moment we enter balance over $750K, I would think it could trigger to direct us to the worksheet and note in red fields the other parts, so it could alert us. You would think the techy crew would create a workflow, such as the EITC, the moment it qualifies for such credit, it triggers the 8867. Since the fee for this software keeps going up, I would think it should come with more whistles and bells. 

*Not yelling at anyone, as it was my mistake, and I will own it, and learn from it. Wished the system was more advance.