Look closely at the Smart Check question to identify which 1098 it's asking about. If a sub-form appears, you may need to scroll to the top to identify the 1098 in question.
For the original mortgage, enter the outstanding principal as of January 1 of the current year (ie: 1/1/24 when preparing a tax year 2023 return).
Since the HELOC was taken out mid-year, enter the mortgage principal as of the date of origination.
Look closely at the Smart Check question to identify which 1098 it's asking about.
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