MarilynG1
Expert Alumni

Deductions & credits

Contact the mortgage company that issued the Copy A 1098 to see why you received that copy and what the Mortgage Principal Balance should be. 

 

Since they 'facilitated' the refinance, the mortgage balance amount could be the same amount shown on the refinanced 1098. 

 

Click this link for more info from the IRS about Form 1098 for Mortgage Interest. 

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