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February 23, 2025
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Sold my townhome and bought a new home and got multiple 1098

  • February 23, 2025
  • 1 reply
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In 2024, I sold my old townhome and bought a new home.

In Mar 2024, Bought new home from the Builder based lender A & received a 1098 from A

In Apr 2024, Lender A transferred my new home to another lender B & received a 1098 from B

In Jul 2024, Refinanced my new home lender B to another Refinancing company C & received a 1098 from C

In Jul 2024,  Lender C transferred my new home to another lender D & received a 1098 from D (Most recent)

 

In Jul 2024, Sold my old townhome and received 1098 from the WellsFargo

 

On Turbotax Desktop under Deductions, I created 4 entries for above 4 lenders related to my new home and marked lender D as Most recent.

For my sold townhome related 1098, I created 1 entry and marked WF as Most recent.

Is the above way correct ? Please advise.

 

Best answer by AnnetteB6

It all appears to be correct based on the information you shared.

1 reply

AnnetteB6Answer
February 23, 2025

It all appears to be correct based on the information you shared.

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