Showing results for 
Search instead for 
Did you mean: 
New Member

Multiple 1098 due to lender transfer

My mortgage was sold to twice in 2019. Turbo tax now thinks that I have an average loan balance that exceeds $750,000 and is pushing my default answer to Yes, and pulling my refund down significantly. When in reality I only have one home loan. Am I doing something wrong?

1 Reply
Level 12

Multiple 1098 due to lender transfer

probably....go back to each 1098 and make sure you answered all the questions correctly.


It might be worth just summing all the 1098's and making believe it was one.  if it's the same mortgage that was just sold and resold, it's not going to change the correct result