I have a question along these lines also.
We refinanced our original mortgage in 2020 with the same lender. So, I have a 1098 from the original loan and a 1098 from the refinanced loan both from the same lender. I entered my 1098 from the original loan first. When it asks me "Was this loan paid off or refinanced with a different lender in 2020?" should I answer Yes or No? The loan was refinanced but it was refinanced with the same lender.
In our refinance we did get cash out that was not used for home improvements. So when I enter my second 1098 from the refinance do I just make sure that when it asks what money was used for the home - I just put the amount that was used to pay off the original loan?
