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Deductions & credits
Thank you for the response. Before you responded I did call them. As it turns out, the only reason I received Copy A is because they 'ran out' of Copy B forms at the time they were processing mine. I didn't pin them down on the origination amount during the call, I just used the original principle amt the acquiring lender published in their 1098, as TurboTax did require me to fill out the field at the very end of the process after I paid but before I could transmit. Up until that point I assumed it was encouraging me to enter it. Would have been nice if TT had stopped me from going through payment and final steps but not a big deal as I assume this is not common. Both had an origination date within a week of each other, so the principal should be the same. If I somehow get dinged for using the principal amount that was acquired, so be it as I'm clearly not trying to pull a fast one, just entering what was provided. The whole point of reporting it is to report the MIP and Interest I paid and not so much the principal amount right? I'm optimistic all will be well, return was accepted, awaiting approval. Definitely a little sloppy on the part of the broker I worked through to refinance. Definitely shouldn't have been this difficult. If i get dinged/rejected/audited, I will reply back on this so people know what to do otherwise in this uncommon situation....and I'll have a conversation with my mortgage broker also. 😉 Thanks again for responding!