DianeC958
Expert Alumni

Deductions & credits

When you enter the information for the second and third 1098 forms into TurboTax the amount in Box 2 needs to be $0 for both 1098 forms.  Box 2 is asking for the outstanding balance for the loan as of 01/01/2019 for both the sold loan and the refinanced loan the amount is $0.

 

Once you have change this information in TurboTax it will not limit the amount of mortgage interest you can deduct.

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