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Returning Member
posted Jan 26, 2022 10:21:56 AM

Home refinance

We refinance and we received 3 different 1098 forms.  We had a HERO loan for the house and we had that paid off with the refinance. Is that considered as a cash out? 

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3 Replies
Expert Alumni
Jan 26, 2022 10:31:45 AM

If your new mortgage was larger than your old mortgage so that you could take cash out of the new loan to pay off debt then yes, that's a cash out.

Returning Member
Jan 26, 2022 10:35:36 AM

It was a “lien” on the house, it’s stated as a 2nd mortgage loan. Still a chashout? 

Expert Alumni
Jan 26, 2022 10:49:54 AM

Yes, it is still considered a cash out and the interest is not deductible since the loan was not used to improve your home.