Skip to main content

1 reply

June 3, 2019

Follow these steps to add Form 1098:

  • With your return open in TurboTax, search for 1098 in the search box and then click the "Jump to" link in the search results.
  •  Type in the name of your mortgage company on the Enter Your Mortgage Lender screen. Click Continue.
  •  If you land on the Home Loan Deduction Summary screen instead, you can either click Edit or Add a Lender.
  • Check any applicable boxes on the Tell Us More About Your Loan screen, then click Continue.
  • Note: If someone else's name is listed first on the 1098, and they're not filing jointly with you, make sure you check the box Someone else received the 1098 from this lender.
  • Follow the onscreen instructions to enter the information on your 1098 form.