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"Origination date" to be used to report a refinanced mortgage
Line 4 of a Home Mortgage Interest Worksheet of TurboTax asks for "the" Mortgage Origination Date. The mortgage I'm reporting (#2) was a 2022 refinance of a mortgage (#1) used to buy the securing home, say, on 1/1/2009. To apply the $1M (not $750K) limit allowed applied by TurboTax, it seems I should enter 1/1/2009 on Line 4. Is this correct?
‎April 12, 2024
10:07 AM