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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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March 16, 2023
9:53 AM
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