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How do I get the Schedule E allocation of mortgage interest to personal use to transfer to Schedule A? It did it in 2018, but is not in 2019.

rick-hunter
Level 3
 
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3 Comments 3
gary1861
Level 4

My situation shows it going to Schedule A as expected.  It is the Schedule E that isn't populating correctly.

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Just-Lisa-Now-
Level 15
Level 15

I usually do it manually, but if you input the personal allocation % in the top portion of Sch E, then input the full amount of mortgage interest and real estate taxes on Sch E, it should adjust the Sch E amount and take the personal portion over to Sch A.

schepersonal.png


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
rick-hunter
Level 3

Thank you very much.  I tried it and it wouldn't let me check that box because it's also a vacation rental.  But it turns out that there were fewer than 14 personal days, so it doesn't count as a personal residence.  The previous year had more than 14 personal days, which is why it transferred the allocation to Schedule A that year.