obrie572
Returning Member

Get your taxes done using TurboTax

Additionally, this guide -- https://ttlc.intuit.com/community/loans/help/what-do-i-do-if-i-have-multiple-1098s-from-refinancing-... -- says to combine the forms if home debt is over $750k and filing jointly.  However, the Turbotax Online page says nothing about the $750k.  It simply says "Follow these instructions if your loan amount is $375,000 or more and you received more than one 1098 because you refinanced or your loan was sold to another lender.".

 

If I'm filing jointly and our loan amount is under $750k, which advice should I be following?  Enter each 1098 separately or combine the 1098s?