Hi, thanks for the reply. Actually in this case the loan in question is a refinance, not the original purchase mortgage, so I think the answer to Is this the original loan you took out to purchase the property? should be no, because, it is not. Please correct me if I am wrong.
So I selected yes to This is a new loan on which I paid points ( origination fees) in 2019,
Yes to I bought or improved my main home with this loan in 2019
I entered the mortgage interest per the 1098 (which only covers part of it. There is more with the servicing lender), and dollar amount of points paid per the HUD statement.
I did not select This loan was paid off or refinanced with a different lender in 2019
Am I correct so far?
Now, how should I enter the second 1098 from the servicing lender to which this refinance loan was sold?
Do I select Add a Lender? Then how do I answer to prompts to indicate this is not really an additional loan on the property but simply a bank to which the loan was sold to perform the servicing?
