DMarkM1
Expert Alumni

Deductions & credits

That all appears correct except you don't need a box 11 entry.  That date is to indicate a mortgage was sold/transferred to another lender.  You should leave it blank.  

 

The number I gave for deductible interest was based on made up general numbers so based on your entries 25397 is accurate.  

 

A better way to read the question about the most recent 1098 for you might be "Is the information entered" the most recent loan.  Answer "Yes".  A "No" answer would be if the loan was sold to another lender for example.  You would get two 1098s but only the last one is the most recent on the loan.  

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