TT is asking for most recent 1098. I have two 1098s from refi. They have the same origination date. Does it matter which is most recent?

[djohnstone]

They are from different lenders.

[TomK2023]

Yes.  If you have multiple 1098 mortgage forms from refinancing or your lender selling the loan, enter them one at a time.

1. Enter the information from your original loan first.
2. On "Is this 1098 the most recent for your loan?" screen, answer No.
3. Answer any additional information.
4. From the Your 1098 summary screen, select Add a new 1098.  Summary screen can also be found by entering "1098" in Search box, and then Click on "jump to 1098" link.
5. Enter the details of your additional 1098.
6. On Is this 1098 the most recent for this loan screen, answer Yes. This lets the program know that it has the most recent loan balance to use for your deduction.

For more information, please see TurboTax FAQ: How do I handle multiple 1098 mortgage forms in TurboTax Online?