Box 2 is the balance on 01-01-2019 OR, if the loan was new in 2019, on the first day of the origination.
You do not need to enter a zero or leave it blank.
If you need to edit the 1098 section, I suggest you delete any 1098 forms you may have entered ,and enter the 1098's over fresh. Some screens only appear when the 1098 is first entered.
Enter the oldest 1098 first and follow the interview questions carefully.
If the loan was moved to a different lender in 2019 and you have two 1098's to enter:
First, delete both 1098's if you started entering them. Do NOT try to edit them.
Enter the older loan first, enter box 2 as it is reported,
THERE WILL BE A SCREEN ASKING "WAS THIS LOAN PAID OFF OR SOLD IN 2019?" CLICK "YES"
(this screen will not appear if you go back and edit)
Continue through the interview
Next, enter the second 1098
If box 2 is blank, enter zero, otherwise enter what is in box 2. DO NOT LEAVE IT BLANK
Continue through the interview questions. Do not select that it is a HELC.
Since you clicked that the first 1098 was paid off or refinanced with a different lender, the mortgage balances (box 2) will not be added together.
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