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Deductions & credits
What do you do if you have a refinance AND a sale between lenders (so 3 separate 1098s)? If I combine the two for the refinance and enter the one related to the sale of the mortgage separately it still aggregates the box 2 totals and incorrectly triggers the deduction limit threshold. This guidance doesn’t help solve the problem which other softwares seem to have solved, which is very frustrating.
March 3, 2021
8:21 PM