You might want to be careful setting the old loan to 0. This could be a problem if you refinance for more than $750k and the original loan originated before Dec...
For desktop version, see prior posts about manually updating form in Form view. This should work just fine for refinance where you had only 1 loan at a time. Yo...
Look at Forms view, if you refinanced, then you should see two "Home Int Wkst" forms. Look at line F9 in the Limitation Smart Worksheet section. What is the sum...
Within Forms, take a look at the 1st Home Mortgage Interest Worksheet (Home Int Wkst) and review the "Limitation Smart Worksheet" box. Mortgage interest is in L...
