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January 24, 2021
Question

We refinanced with the same company, resulting in two 1098 forms. Do we add them together?

  • January 24, 2021
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1 reply

Carl11_2
Employee
January 24, 2021

No You enter the 1098 for the old loan first.

Then when you enter the 1098 for the new loan make sure you indicate that new loan was a refi. (read the screens. One of them will have a selection box for this.)