Solved: I received an updated 1098 from my mortgage lender. Do I have to file an amendment?
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I received an updated 1098 from my mortgage lender. Do I have to file an amendment?

The corrected version nets me about $50 extra for my state return, and there is no change on my federal return.  It seems like more of a hassle to do the amendment than it is worth.  Do I have to file the amendment?  If so, do I have to file both state and federal, even though there is no change on my federal refund?
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I received an updated 1098 from my mortgage lender. Do I have to file an amendment?

You are not required to file the amended return- in fact if there is no change on your federal tax return, you should not amend.  You do have the option to amend your state tax only in TurboTax- just print the state tax and mail with a copy of your corrected 1098 if you choose to.

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Level 7

I received an updated 1098 from my mortgage lender. Do I have to file an amendment?

You are not required to file the amended return- in fact if there is no change on your federal tax return, you should not amend.  You do have the option to amend your state tax only in TurboTax- just print the state tax and mail with a copy of your corrected 1098 if you choose to.

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

View solution in original post

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