There should be mortgage interest worksheet included in your prior year's return. If you didn't print or save a pdf of the entire return, you can access it as follows:
- Sign in to your account. Make sure it is the same account you used to prepare last year's return. There are two ways to get your prior-year returns:
- Select Documents from the menu, use the dropdown menu to choose the tax year you want, and select Download tax PDF.
- On Tax home, scroll down and select Your tax returns & documents. Select the year you want and select Download/print return (PDF).
For the old HELOC, yes enter zero as the balance as of 12/31/2024. Home improvements paid for with the new HELOC would only apply to that loan when you are calculating the different amounts of interest to deduct.
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