MarilynG
Expert Alumni

Education

When you indicated the your second loan was a 'refinance', the original balance of that loan was $230K.

For the new 1098, also indicate that it was a 'refinance' and the original balance of that loan was $272K.

Here's a detailed article on refinancing:

https://turbotax.intuit.com/tax-tips/home-ownership/mortgage-refinance-tax-deductions/L2fzA7hg5

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