Deductions & credits

It is the same question for a refinance or a mortgage that was sold to another lender.  As you stated, this is very common.

 Make sure that you entered your 1098 from your original lender first.  And answered "No", that it is not the latest Form 1098. Enter the second Form 1098 next and answer "Yes" to the question. is the Form 1098 the most recent.

You should also try deleting your Forms 1098 and entering them this way.  

To delete a Form 1098, you can do the following if you are using TurboTax Desktop:

1. Click on "Forms" at the top right of your TurboTax screen to switch to "Forms Mode"
2. In your left panel search for "Form 1098"stated, this
3. At the bottom left of your "Form 1098" click on Delete Form
4. A box will appear to confirm the deletion, Select "Yes"

If you are using TurboTax Online you can delete a Form 1098  as follows:

1. Continue your return
2. Choose "Tax Tools" option on the left menu bar in the federal section of TurboTax
3. Choose "Tools"
4. Under "Other Helpful Links" choose "Delete a form"
5. Find the Form 1098 and click on the option to delete it

To manually enter a Form 1098 in TurboTax you can do the following:

1. Click on the search icon at the top right of your TurboTax screen
2. Type "1098" in the search bar
3. Click on the link "Jump to 1098"
4. Enter your Form 1098 and answer all of the follow-up questions accurately

Your TurboTax screens will look something like this: