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I bought a house this year. The lender immediately transferred my loan. The new lender sent me a 1098 and I used it to file. I just received a second 1098. Can I amend?

The old lender is the one that sent me a second 1098 and there is additional interest and points paid on purchase listed on the 1098. I'd like to write this off on my taxes. TurboTax is saying I can amend, but then says the section isn't available.
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1 Best answer

Accepted Solutions
DaveF1006
Expert Alumni

I bought a house this year. The lender immediately transferred my loan. The new lender sent me a 1098 and I used it to file. I just received a second 1098. Can I amend?

Yes.  This is correct. You can amend your return starting Feb 23 and add in the second 1098.To amend:

 

  1. Log into Turbo Tax
  2. Scroll down to the bottom of the landing page to Your tax returns & documents
  3. Select 2022>amend/change return.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

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2 Replies
DaveF1006
Expert Alumni

I bought a house this year. The lender immediately transferred my loan. The new lender sent me a 1098 and I used it to file. I just received a second 1098. Can I amend?

Yes.  This is correct. You can amend your return starting Feb 23 and add in the second 1098.To amend:

 

  1. Log into Turbo Tax
  2. Scroll down to the bottom of the landing page to Your tax returns & documents
  3. Select 2022>amend/change return.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

I bought a house this year. The lender immediately transferred my loan. The new lender sent me a 1098 and I used it to file. I just received a second 1098. Can I amend?

Wonderful! Thank you! 

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