Your suggestion to input the original loan's 1098 and then adding the 3 others as a second 1098 might make things simpler. So the name of the bank on the 3 combined would be the most recent lender and their origination date? Then add the totals from all 3 1098s? My final 1098 has the origination date from 4/7/2021 and acquisition date 09/01/2021, would these dates remain the same or remove the acquisition date or change it to the first refi lenders date? Why are the experts here giving mixed advice on this section?
Looks like the section I screenshotted above with the two columns still needs to be filled out when you have two 1098s. I still don't understand the questioning there. Is the original loan is considered paid off from the refinance? Box A1 would be the amount of the refi and A2 is the origination date of the original refi or the date that the most recent bank acquired the loan? So confused...sorry :(
Is the online version different as I may have read previously here? My partner who doesn't want to use my downloaded version is using the online and entered her 1098s but I told her to hold off filing till we get clarification on this section. I don't believe she got any of the additional questions that I did after entering her 1098s, but she might not have clicked done to continue her filing.
