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pruitta
New Member

What if I have two 1098 forms from the same lender with different information on them

 
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PatriciaR
New Member

What if I have two 1098 forms from the same lender with different information on them

You will need to Add a lender.  Here are the steps:

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Deductions & Credits 
  • Click on I'll choose what I work on (if shown)
  • Next to Mortgage Interest, Refinancing, and Insurance, click Edit/Add
  • On next page, select Add a lender

Click on 1st screenshot below for detail

Read the interview questions carefully. The loan you "paid off" or "refinanced" is usually listed first, since you had it the year before (click on the 2nd screenshot below). The new loan is not used to purchase your main home.

See this TurboTax FAQ for more information:

https://ttlc.intuit.com/replies/3300426



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1 Reply
PatriciaR
New Member

What if I have two 1098 forms from the same lender with different information on them

You will need to Add a lender.  Here are the steps:

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Deductions & Credits 
  • Click on I'll choose what I work on (if shown)
  • Next to Mortgage Interest, Refinancing, and Insurance, click Edit/Add
  • On next page, select Add a lender

Click on 1st screenshot below for detail

Read the interview questions carefully. The loan you "paid off" or "refinanced" is usually listed first, since you had it the year before (click on the 2nd screenshot below). The new loan is not used to purchase your main home.

See this TurboTax FAQ for more information:

https://ttlc.intuit.com/replies/3300426



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