MonikaK1
Expert Alumni

Deductions & credits

In the situation you described, enter the information requested even though you don't have a Form 1098. You have identified the situation correctly if you indicated where asked that you didn't receive a 1098.

 

It's necessary to enter the mortgage origination date and other information requested for the remaining questions because it can affect the deductibility of your interest depending on other factors, such as the loan amount, based on law changes.

 

As stated in this help article, other documents, like your monthly mortgage bills and your Closing Disclosure (or HUD-1), will also have some of the information.

 

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