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Deductions & credits
Did you enter your1098's in the order of origination and specify the following for each 1098:
Loan A: Is Not a refinance of a prior loan, Was refinanced or sold in 2024 and Not the most recent 1098.
Loan B: Is a refinance of a prior loan, Was refinanced or sold in 2024 and Not the most recent 1098.
Loan C: Is Not a refinance of a prior loan, Was Not refinanced or sold in 2024 and Is the most recent 1098.
The 1098's for loans B and C should have the same origination date in Box 3.
March 22, 2025
10:25 PM