it's saying it can't find my bank to enter my 1098 info but the bank is in there from 2023 so what do I do?

You can enter your Form 1098 manually. If there is a blank 1098 carried over from 2023, you can delete that.

 

To delete a Form 1098, you can do the following if you are using TurboTax Desktop:

1. Click on "Forms" at the top right of your TurboTax screen to switch to "Forms Mode"
2. In your left panel search for "Form 1098"
3. Click on "Form 1098" and it will appear in your right panel
4. At the bottom left of your "Form 1098" click on Delete Form
5. A box will appear to confirm the deletion, Select "Yes"

If you are using TurboTax Online you can delete a Form 1098  as follows:

1. Continue your return
2. Choose "Tax Tools" option on the left menu bar in the federal section of TurboTax
3. Choose "Tools"
4. Under "Other Helpful Links" choose "Delete a form"
5. Find the Form 1098 and click on the option to delete it

To manually enter a Form 1098 in TurboTax you can do the following:

1. Click on the search icon at the top right of your TurboTax screen
2. Type "1098" in the search bar
3. Click on the link "Jump to 1098"
4. Enter your Form 1098 and answer all of the follow-up questions accurately

 

 

Click here for "A Guide to the 1098 Form and Your Taxes"

 

Click here for "Instruction to Form 1098"

 

Click here for "Where do I enter my 1098 mortgage interest statement?

 

Click here for additional information on entering your form 1098.

 

Click here for additional information on Form 1098.

NOT ON THE DROP DOWN LIST

If your bank or financial institution is not on the drop down list, click the words “I’ll type it in myself” and key in your information by hand.

 

 

See if your financial institution is on the Partner List - If not, you will have to enter the information manually.