Heloc Interest but NO 1098

Forum|Forum|6 years ago
June 5, 2019
1 reply
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Using 2017 Deluxe Version. Trying to figure out how to enter interest on a HELOC. I found a response related to not having a 1098 but I'm not seeing what is outlined in that response. Please see images of what I'm seeing.

Thanks!

TurboTax Deluxe Windows

H

HelenaC

Employee

Just enter everything when prompted as though you have a 1098. (Because you’ll be entering the equivalent of the amounts from the different numbered boxes of the 1098 without actually having that form).

To read the entire TurboTax FAQ, click on What if I don’t have a 1098 mortgage interest statement?

D

Dom2Author

Employee

Thank you, was concerned that without actually stating I didn't have a 1098 and entered interest I could be setting off some time of flag. Much obliged.

DMarkM1

Put in the applicable numbers. For the mortgage origination date, the date the loan started and for the loan balance the principal balance on the 1/1/2019 or if started in 2019 on the date the loan originated.

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