tapr
Level 1

Deductions & credits

Hi @zomboo 

We did not take cash out with the refinance.

The 1098s do not have the same origination dates in Box 3. The original loan was in 2023. We refinanced in 2024.

For the first 1098, I specified that it is not the latest. However, Turbotax Online DID NOT present me with an option to specify that the first 1098 'was paid off or refinanced in 2024. 

For the second 1098, I specified that 'this loan is a refinance of a previous loan' and that it is the ‘latest 1098’.
Thanks