When your loan is sold during the year, you should receive two Forms 1098. One should be from the lender who owned the loan on January 1, 2019 and then sold it. And the other should be from the lender who bought the loan and held it on December 31, 2019.
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.
Follow these steps to add mortgage interest deduction:
- Under the Federal menu, choose Deductions & Credits
- Expand the menu for Your Home
- Click Start/Revisit next to Mortgage Interest and Refinancing (Form 1098)
- Enter the information on the screens that follow
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When you have completed the first Form 1098 click Add another 1098
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When you have added the last 1098 click on Done
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