taxhelpneeded12341
Returning Member

Get your taxes done using TurboTax

Hi Heather - I had the same problem as others, and this page you referred to helped, but only to a certain extent.  I have five 1098s due to two refinancing and various transfers of my loan to new services.  To be clear these are all for the same loan or refinanced loan -- I never had more than one loan at a time.  The slight twist is that the payoff balance of the first loan was just over 375K and the rest were under, just due to principal payments over the course of the year.

 

Following the advice of the help page, I added them up, but I'm still a bit stumped on what to enter into TT.  For example, which lender name do I use.  Which mortgage balance do I use?  The page says use the "original" balance, but I'm not sure if it makes a difference if that was the only one over 375K?