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Deductions & credits
I would make sure your are entering the two 1098s correctly. Enter both 1098s in succession starting with the mortgage that was sold. Make sure not to check the 'This mortgage was paid off or refinanced in 2023' box. It was sold to another lender, not paid off or refinanced. Check the 'Not the most recent 1098' box.
For the new lender, check the box that indicates this is the most recent 1098.
March 20, 2024
3:08 PM