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vlk10
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I am entering my 2020 1098 form for my mortgage interest statement. It is asking if I've ever refinanced, even if it wasn't that year. I refinanced in 2021, do i say yes?

 
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1 Reply

I am entering my 2020 1098 form for my mortgage interest statement. It is asking if I've ever refinanced, even if it wasn't that year. I refinanced in 2021, do i say yes?

No.    You will use the information about re-financing in 2021 on your 2021 return next year.   You do not enter 2021 information on a 2020 tax return.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

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