I have a question regarding form 1098

Forum|Forum|1 year ago
February 15, 2025
1 reply
0 views

I have 2 forms of 1098 for the same loan

SharonD007

Are the two forms identical and have the same information in all of the boxes? If they are, you may have just received a duplicate. Contact your loan servicer to make sure.

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"

WAGDYWILLIAM3Author

They are not identical, the first one originate the loan and the 2nd bought the loan.

Most of the number are same but not all. need help to enter the date to ensure they are accurate.

Thanks for your support

SharonD007

Enter all the information from the first 1099-Mortgage Interest Form (original loan). Mark that it was sold when TurboTax asked. Next, enter the second 1099-Mortgage Interest Form. Don't enter that the second one was refinanced since the mortgage wasn't refinanced, just sold.

Refer to the TurboTax Help article Where do I enter my 1098 mortgage interest statement? for navigation instructions.

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"