Deductions & credits

I did this exactly as you stated, then when I hit "continue" it took me to a page that said "Let's wrap up your mortgage interest deduction", where it said both my 1098 Mortgage Lender Info pages needed review. When I go to this page and click "Review" it has two questions:

 

1. Enter your loan balance as of January 1, 2023 or the final principal balance if you paid off this loan in 2022.

 

2. Enter the date you made your final payment, or leave blank if you haven't paid off your loan.

 

For my "OLD" mortgage lender, do I fill this in with my ending principal balance when they sold my loan, and leave the "final payment date" blank? Or in the final payment date, do I write "11/1/2022", which is the final payment I made to their company?