Deductions & credits

The mortgage origination date (Box 3) on Form 1098 is the date on which the loan is funded, usually the date you closed on the property and signed the mortgage deed.  It's the date the mortgage originated with the original lender. 

 

The mortgage acquisition date (Box 11) is the date that the reporting lender acquired the mortgage. 

 

If the software is giving you an error, try to delete the form and begin again.

 

How do I view and delete forms in TurboTax Online?

  • Open or continue your return in TurboTax.
  • In the left menu, select Tax Tools and then Tools.
  • In the pop-up window Tool Center, choose Delete a form.
  • Select Delete next to the form/schedule/worksheet in the list and follow the instructions.

 

 

 

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