Hi MaryM428,
I received two 1098 forms: 1) First-1098: from the previous loan 2) Second-1098: from the Refinance which ONLY listed ½ of the Real Estate tax and NO points.
Q1: I entered the First-1098 OK. Do I enter two more 1098 for the Refinance, total of three 1098?
Q2: The Third-1098 with box 1, 2, 5, Property Tax = 0.00; and checkbox 7?
Q3: “For Box 3, add the date in 2020 when the loan originated.”
My Settlement Date = 4/4/2020
Mortgage Origination Date = 4/9/2020, also on the Second-1098.
Do I enter 4/9/2020?
Thank you so much!
