The resolution is provided in the articles below. It's important to follow them carefully so that TurboTax can process the numbers for your return. Keep in mind that the Forms 1098 do not go with the tax return. The actual numbers for the mortgage interest allows the tax software to calculate within the required limits. The IRS already has the forms so the exact detail of each form is not required for your tax return preparation.
What if I have more than two 1098s?
You should combine all of the 1098s directly related to the home mortgage and enter it as one 1098. A sale of mortgages is a perfect example of when this will be the best action. The key is that all of your mortgage interest is included with your tax return. Keep all of your Forms 1098 with your tax return for the details.
Add each box that has an entry and enter it in the same form with the mortgage interest.
NOTE: The outstanding loan balance should be the actual loan balance, do not add that together from each form. Use the most recent lender's loan balance when requested for that figure.
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