If you have multiple 1098 mortgage forms, you’ll enter them one at a time.
After going through the steps with the first one, you can add a lender when you get to the Mortgage deduction summary screen. (In the case of a refinance, it's best to enter the 1098 from your original loan before the 1098 from your refinance.)
But, if they're both from the same lender, and one of them has the “Corrected” checkbox marked at the top, enter the corrected 1098 and discard or shred the other one.
If the loan was refinanced or moved to a different lender in 2020 and you have two 1098's to enter:
First, delete both 1098's if you started to enter them. Do NOT try to edit them.
Enter the older loan first, enter box 2 as it is reported,
THERE WILL BE A SCREEN ASKING "WAS THIS LOAN PAID OFF OR SOLD IN 2019?" CLICK "YES"
(this screen will not appear if you go back and edit)
Continue through the interview
Next, enter the second 1098
If box 2 is blank, enter zero, otherwise enter what is in box 2. DO NOT LEAVE IT BLANK
Continue through the interview questions. Do not select that it is a HELC.
Since you clicked that the first 1098 was paid off or refinanced with a different lender, the mortgage balances (box 2) will not be added together.
