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February 5, 2021

Here are the steps:

 

In TurboTax online,

  • Sign in to your account, select Pick up where you left off
  • At the right upper corner, in the search box, type in "1098" and Enter
  • Select Jump to 1098
  • Follow prompts
  • On screen, "Let's import your tax info", select Change how I enter my form
  • Next screen, select "Bring it over from my bank", select "Type it in myself"
  • Follow prompts

You will receive a Form 1098 if you paid any mortgage interest, mortgage insurance premium or points.  To learn more, click here: 1098  Your mortgage interest might not change your total tax refund.  It will only change if your total itemized deductions including the mortgage interest exceeds your standard deduction.  In the TurboTax program, when you enter itemized deductions such as mortgage interest, property taxes, medical expenses, charitable contributions, all of these items are added together. Unless the total of itemized deductions exceeds the standard deduction for your filing status, you would not see any change in tax due or refund.