AmyC
Expert Alumni

Deductions & credits

For your situation:

 

Original Lender 1 

  1. enter name, continue,
  2. none, continue,
  3. enter boxes 1,2,3,7 , continue.
  4. this is a new loan, I paid points, continue,
  5. loan start date, length, points paid AND loan was check the box for loan PAID OFF or REFINANCED in 2019, continue 
  6. yes original loan, continue,
  7. congrats tax break, continue

 

New Lender  -

  1. enter name, continue,
  2. none, continue,
  3. boxes 1,2,3,11 enter information, continue,
  4. no points for this loan, continue,
  5. yes this is the original loan,
  6. continue, congrats

 

@stevebor1

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