You will enter two 1098's.
- Begin by "Revisiting" the "Mortgage Interest" topic in the "Deductions" tab to delete all the 1098's you have entered to get a clean slate.
- Then "Revisit" the topic and add your original 1098
- Answer "No" this is not the most recent loan
- "Yes" it is the original loan.
- Once that one is entered "Add a 1098"
- Enter the information from your current lender.
- Answer "Yes" it is the most recent loan
- "No" it is not the original loan.
- Select it is a refinance
- Answer the "cash out" question as applicable.
- "Done"
- "Review" the entries as requested to enter the pay off information as needed
- Final principle amount at payoff (which should be the box 2 amount from your current lender)
- Payoff date (which should be the Box 3 date from your current lender)
- Ending Balance for the current loan on 31 Dec 2021 (technically 1 Jan 2022)
- No pay off date since it is current
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