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After you file
If your mortgage was sold to a new lender during 2017, then you should have two form 1098s to enter for your tax return – one from the previous company and one from the new one.
If you only enter the information from the new lender, you will not be getting the deduction for the full year of mortgage interest. You should contact your former lender to try to get the information from them for the amount of mortgage interest and property taxes paid during the time they serviced your loan. Many times, if you call the customer service number for the company, there will be an automated system that will give you that information over the phone so it can be included on your return.
June 4, 2019
5:52 PM