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April 7, 2020
Question

Loan setup was 06/13/2019 and loan was transferred on 07/13/!9.How do I handle this?

  • April 7, 2020
  • 1 reply
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Loan was paid in full on 12/26/2019. will you lead me into the 2nd 1098 ?

1 reply

April 9, 2020

Type '1098' in the Search area, then click on 'Jump to 1098'.

 

At the Home Loan Interest Summary page, choose 'Add Another Lender' (screenshot) to add the second 1098.

 

This is not considered a 'new loan or refinance'.  

 

Click this link for info on How to Add 1098 Forms  for a loan transferred.