kerberos
Returning Member

Unable to select Not a refinance of a previous loan

Bank A was the original lender of my mortgage. In 2022, Bank A sold my loan to Bank B, and I got 1098s from both.

I fill out Bank A mortgage deduction before Bank B and below are my selections.

Screenshot 2023-03-12 231007.jpgI selected NO because I believe Bank B's 1098 is the most recent one.Screenshot 2023-03-12 231018.jpg

I selected "This load is neither of these" because I did not do HELOC and it is the original load so it is NOT a refinance of a previous loan.

But after that, there is an error on the form " Home Mortgage Interest Worksheet". The question about if it is a refinance became not checked like below

Screenshot 2023-03-12 231547.jpg

If I check box No from here, the UI shows differently than I expected.

Screenshot 2023-03-12 231710.jpg

I believe I should only select the "This loan is a refinance of a previous loan" only for Bank B instead of Bank A.

Please help me!!!