My mortgage (refinanced in 2017) was sold/transferred in July 2018. Would the answer to ending balance be what it was when it was transferred in July? And what would be the beginning mortgage principal for the new lender form? The second 1098 has nothing in the box for a mortage principal but Turbotax needs something in that box. Would I put in what the ending mortgage was in July?
The way I have answered seems to have impacted how much Turbotax thinks I have in mortgage interest. In the summary, it is only showing about half of the interest that I have paid and I also have a HELAC that is documented! Does Turbo think I have two loans that is above the 750, 000 limit?
