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J
jaclynhack
March 27, 2022
Question

Do I need to add both 1098 forms if our loan was sold to another lender?

  • March 27, 2022
  • 1 reply
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1 reply

P
PattiF
March 27, 2022

You will want to enter each Form 1098 separately. The two lenders will both have sent a copy of their Form 1098 to the IRS, who will be looking to match them up with your return and TurboTax will ask if you have another to enter.

 

When it asks if it is a home equity line of credit (HELOC) or a refinance of a previous loan, please check No.

 

Here is a TurboTax Help article on how to handle multiple mortgage forms.

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