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January 11, 2021
Question

If I have 2 1098 forms from the same lender because of a refi, do I enter values separately or combine?

  • January 11, 2021
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1 reply

January 11, 2021

You will enter each 1098 separately. 

 

In the case of a refinance, it's best to enter the 1098 from your original loan before the 1098 from your refinance.

 

When you enter the 1098 for your original mortgage, you will indicate in TurboTax that this loan has been refinanced.

 

Click this link for more info on Multiple Mortgage Interest Statements.