DMarkM1
Expert Alumni

Get your taxes done using TurboTax

First, to ensure the correct entry you should delete all forms 1098 from TurboTax to start fresh with this section.  Be sure to continue through the interview and "Wrap Up Tax Breaks" to trigger the updates.

 

Then, enter the 1098 for the oldest loan first.  You will answer "Yes" this is the original loan and later you will answer "Yes" you did payoff/refinance this loan with another lender in 2020. 

 

Next enter the 1098 for the next loan.  You will answer "No, this is a refinance and later you will answer "No, you did not payoff/refinance this loan with another lender in 2020.  

 

Again be sure to continue the interview and "Wrap Up Tax Breaks" to trigger the updates.

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