Hello,
I am entering the 1098s in order however I was being prompted with options "refinance-related".
There are no points, this home was not refinanced or purchased in 2024. Lender servicing changed.
I'm actually not getting this question "This loan was paid off or refinanced with a different lender in 2024". (I'm using H&B 2024, Desktop, Windows).
I found that the two 1098s had different origination dates, which should be the same. (They were different by 5 days). They also have different outstanding mortgage amounts, diff is ~$25K. I made these the same and have now been able to move forward with the correct prompts/questions from the tool.... so far 🙂
