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New Member
posted Apr 11, 2021 12:46:43 PM

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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Level 15
Apr 11, 2021 12:50:50 PM

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.