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Level 1
April 12, 2026
Question

where do i indicate the date of my original mortgage loan that was refinanced so the correct mortgage deduction cap gets applied. There is no input.

  • April 12, 2026
  • 1 reply
  • 82 views
There is no field to indicate the original loan date for a refinanced mortgage, hence the motgage interest deduction cap of 750k vs. 1m is not able to be assessed

1 reply

MarilynG
Level 15
April 15, 2026

If you have two 1098's, you can enter the original mortgage date in Box 3 on the 1098 entry and use the same date for both.  Indicate for the newer one that it is a 'refinance'.

 

@etscheid 

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