ai2020
Returning Member

Get your taxes done using TurboTax

@GSD77 - Does you solution work for TurboTax Premier Online version? The online system is recommending to file 2 separate 1098s if the balance is under 750K in line with this official TT post. My balance is under 700K for both the original loan (30 year term) used to purchase the primary residence house from 2018 (one 1098) and its 2020 refi counterpart from a different lender (30 year term) (second 1098). Luckily i have only one 1098 for my refi, and even that is causing issues. In my case the refi closed on 1/16/20 so I have been on the new refi loan for 11.5 months. I also paid  $3500 for points on the refi loan, which I cant figure out how to have the system amortize. FWIW, in 2021 I've refinanced again with yet another lender (30 yr term).

 

I wrote more detailed question here before coming across this thread. 

 

Any help would be appreciated. Thank you.