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Enter all the information from the first 1099-Mortgage Interest Form (original loan). Mark that it was sold when TurboTax asked. Next, enter the second 1099-Mortgage Interest Form. Don't enter that the second one was refinanced since the mortgage wasn't refinanced, just sold.
Refer to the TurboTax Help article Where do I enter my 1098 mortgage interest statement? for navigation instructions.
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‎February 14, 2025
8:27 PM