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Thanks Mary - that appears to work.
Note that I needed to add a second 1098 for the refinance loan to do the 30-year origination point amortization. I entered the Origination Date in Box 3 and the ordination point in the following screens. I did not enter the new loan balance of $625,000 in Box 2, which creates a worksheet error during final error check, but doesn't appear to create an error that shows up in the final filed return.
‎April 4, 2021
3:11 PM