@MarilynG1
I just spent some time on the phone with TurboTax support and they were unable to resolve. They said the sequence should not matter on total refund. It should be the same
@JulieS when I add the Heloc 1098 in box 1, refund will increase. However, when I go to smart check, it asks for outstanding mortgage principal. The Heloc 1098 doesn't state the outstanding mortgage principal. Weird, because my primary 1098 has it in box 2 but the Heloc 1098 does not. The Heloc was taking out later in July, 2023. So there was technically no principal balance in the beginning of 2023. Is it asking for original Heloc amount taken later in July, or what the outstanding mortgage principal was as of Jan 1, 2023?
If its asking for the later, the outstanding mortgage principal as of Jan 1, 2023 = 0, then refund will increase. If enter the amount of the Heloc balance that was taken out, then the refund will decrease.
