PatriciaV
Expert Alumni

Deductions & credits

For the loan that was sold in 2021, you have no entries for 2022. Also, it seems you didn't receive a 1098 for 2022, which confirms this.

 

We recommend that you enter the 1098 for the loan that was active at the end of the current tax year FIRST and mark that it is the most recent 1098. Since this replaced your original mortgage, it is secured by your main home. This loan should have an ending balance at the end of the year.

 

Enter the 1098 for the sold mortgage second and mark that it is NOT the most recent. (This seems backwards, but this sequence works best in TurboTax.) The ending balance for this loan is zero.

 

If your 1098 has no origination date, leave that box blank.

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