You will receive a Form 1098 from each financial institution that serviced your mortgage. When your mortgage is transferred to a new financial institution for servicing this is not a refinancing of your mortgage. Your beginning Outstanding Mortgage Box 2 and Mortgage origination date Box 3 do not change when the servicing of your mortgage is transferred to another financial institution.
If you have not refinanced your mortgage and have multiple Form 1098’s to report, follow these steps.
- With TurboTax open enter 1098 in the search box
- Click on Jump to 1098 in the results box
- Follow the prompts to enter your first Form 1098
- When you have completed the first Form 1098 click Add another 1098
- When you have added the last 1098 click on Done
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