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wendalyn110
February 10, 2021
Question

A new mortgage company bought my mortgage. How do I change that in Turbo Tax?

  • February 10, 2021
  • 1 reply
  • 0 views
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1 reply

T
ToddL99
February 10, 2021

If you received two Form 1098s (one from the old and one from the new mortgage company), enter both of them. Each should only be reporting the activity on the mortgage for the period they held it.

 

If you received just one Form 1098 (from the new mortgage company) and it reports all the 2020 activity on your mortgage, then you can edit (change) the name in the Mortgage Interest, Refinancing and Insurance inter view found in Deductions and Credits > You Home.

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