1098

[rettigmark]

Due to a refi and creation of trust, we have three 1098 forms all with different payer/borrower/name.  All three for same principal residence.  What should we enter as to not confuse turbo tax and flag at IRS?

[jlbrick]

See discussion here: https://ttlc.intuit.com/community/tax-credits-deductions/discussion/bug-with-refinance-on-a-large-mo...

[KrisD15]

When you enter the 1098, the TurboTax program allows for you to enter and claim interest from a 1098 even if that 1098 is in a different name. 

Enter the 1098 and continue through the interview. 

As long as the Taxpayer paid the interest and has an ownership interest in the property. 

IRS Pub 936

@rettigmark