Hi all,
Here's the solution to the situation where you have TWO 1098s related to ONE mortgage that was serviced by two different lenders during 2019 (i.e., your original loan was sold to a different lender during the year).
TurboTax actually allows you to override its assumption that these two 1098s are for two different loans. Here's how:
Go to the form Tax & Int Wks. Go to the Mortgage Interest Limited Smart Worksheet. Look for the line reading "Does your mortgage interest need to be limited" and click No. TurboTax recalculates WITH interest from both 1098s being added together and entered onto Schedule A.
Hope this helps others! I didn't figure it out till after I filed my return (bad on me) so now I need to amend. Grrr.
