AmyC
Expert Alumni

Deductions & credits

Follow these steps:

  1. Deductions and Credits:
  2. Mortgage Lender -Original
  3. Primary home
  4. Continue
  5. None of the above
  6. Continue
  7. Mort int
  8. Principal
  9. Date
  10. Continue
  11. Yes, secured
  12. Continue
  13. Points, continue
  14. Most recent, no,
  15. continue
  16. original, yes
  17. continue

 

  1. Add lender for refinance
  2. Primary home
  3. Continue
  4. None of the above
  5. Continue
  6. Mort int
  7. Principal
  8. Date
  9. Continue
  10. Yes, secured
  11. Continue
  12. Points, continue
  13. Most recent, no,
  14. HELOC/ refinance
  15. Yes
  16. Cash out - this is where things get messy, cash out for anything besides the house is not deductible interest -
  17. yes if you took money out
  18. No,
  19. continue

 

  1. add lender, sold first time
  2. Primary home
  3. Continue
  4. None of the above
  5. Continue
  6. Mort int
  7. Principal
  8. Date - same as refinance above
  9. Continue
  10. Secured, yes
  11. points, continue
  12. most recent, no
  13. continue
  14. original no
  15. heloc/ refi, yes
  16. cash out  yes or no
  17. continue

 

  1. Add lender - final sold form
  2. Primary home
  3. Continue
  4. None of the above
  5. Continue
  6. Mort int
  7. Principal
  8. Date - same as refinance above
  9. Continue
  10. Secured, yes
  11. points, continue
  12. most recent, yes
  13. continue
  14. original no
  15. heloc/ refi, yes
  16. cash out  yes or no
  17. continue

 

@RotorJoe1

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