For the loan on the house I sold, Turbotax asked me to enter the total loan balance on 1/1/2023 OR the balance if paid off in 2022, so I entered the balance paid off and the date we settled the sale of the house.
I did not refinance the loan on my new home; it was sold to a new bank, not the same bank and the corrected box is not checked on any of the 1098 forms. All 3 lenders are listed on summary page.
For the original lender of the new home, TurboTax keeps flagging the $0 entry for the "outstanding loan balance on 1/1/2023. If you paid this off in 2022 enter the balance on the day you paid it off" on the summary page. I also don't have a date listed for "Did you make your final payment? If you did not pay this off in 2022, leave this blank."
