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March 8, 2020
Question

Mortgage escrow payment date discrepancy

  • March 8, 2020
  • 1 reply
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My mortgage escrow records show that they submitted a property tax payment for the first half of 2020 on 12/26/2019.  However, the county Treasurer's records show a payment date of 1/10/2020.

 

The 1098 form I received from my mortgage lender includes this December payment in the Box 10 amount. For my 2019 tax returns, should I go by the 1098 form, or should I report property taxes paid based on the county Treasurer's payment date records?

 

    1 reply

    March 8, 2020

    go with the form; the date you made the payment is important - not the date the county recorded it