ampdmd
New Member

Multiple 1098s

So my loan was sold from one lender to another.  I followed the direction and added the interest and property tax totals.  Where I am stuck is which 1098 do I use for the lender information and outstanding mortgage principal?  TurboTax help says:

" 5. Enter the remaining items from the 1098 loan that was paid off in 2020 for the Outstanding Mortgage Principal (Box 2), Mortgage Origination Date (Box 3), and the checkbox on box 7 (address of property securing the mortgage)"

 

It sounds like I use the old lender for the remaining info, but that seems strange as that would not be the most current mortgage principal for 2020.  Please help!