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Level 2
posted Apr 15, 2024 6:34:29 PM

I had a question about my 1098: It's asking if this loan is refinance of a previous loan or not. It *was* back in 2021 but that was 3 years ago?

I assume it's asking if the refi was in the 23' tax year but isnt specifying. 
I was going to choose "this loan is neither of these as it's not a recent refi- or a HELOC. I really don't want to pay 100 bucks for one question.

0 2 3983
2 Replies
Level 15
Apr 15, 2024 8:02:06 PM

@Zinkerton , yes it is a bit confusing -- just choose " neither of above" and go forth

 

Is there anything more I can do to help ?

Level 7
Apr 15, 2024 8:15:21 PM

The loan was a refinance in 2021 and it is still a refinance of a previous loan now. You should select that it is a refinance of a previous loan.