KrisD15
Expert Alumni

Deductions & credits

Enter the older 1098 first. 

Select that it was sold

Enter the second 1098

If the loan was never refinanced, the second 1098 is still Not a refinanced loan. 

If the loan WAS EVER refinanced, it will always be a refinanced loan. 

Box 2 will show the balance of the loan on 01/01/2019 for the first 1098 and the balance on the day the loan was sold for the second 1098. 

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