PaulaM
Employee Tax Expert

Deductions & credits

Enter the refinanced mortgage in the same place as the original. If your refinanced mortgage was with the same lender, differentiate somehow. Ex. Chase Bank and Chase Bank Refinance.

Even if you did not receive a 1098 for the refinanced loan, enter in TurboTax as if you did. To navigate to section:

  • In your open return, select My Account
  • Tools
  • Topic Search
  • Type '1098' in the box, then select GO

If you have previously entered a 1098, select the 'Add a Lender' link to enter another lender form. See attachment.

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