zinguliya
New Member

Mortgage service transferred

I have three 1098s.  The first was from a refi in 2018.  I refie'd again in 2019 and got a second 1098.  SO far, the input is straightforward.  Then my mortgage got transferred to a new servicing company and I got a third 1098.  When I enter the third 1098, TT is treating it like a second loan, rather than a transfer.  For the third 1098, It asks if this is an original loan (i say NO).  Then the only two options it offers me are HELOC or REFI (and it is neither, since it's just a servicer transfer).  So the mortgage interest limitation worklsheet keeps trying to limit my mortgage deduction amount.  I don't know what to do.