Entering a new mortgage company?

robmcc157 · ‎May 31, 2019

I refinanced my home mortgage in 2016. Where can I enter an additional mortgage company in addition to the carried over one fom the previous year?

PaulaM · ‎May 31, 2019

Enter the refinanced mortgage in the same place as the original. If your refinanced mortgage was with the same lender, differentiate somehow. Ex. Chase Bank and Chase Bank Refinance.

Even if you did not receive a 1098 for the refinanced loan, enter in TurboTax as if you did. To navigate to section:

In your open return, select My Account
Tools
Topic Search
Type '1098' in the box, then select GO

If you have previously entered a 1098, select the 'Add a Lender' link to enter another lender form. See attachment.

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View solution in original post

PaulaM · ‎May 31, 2019

Enter the refinanced mortgage in the same place as the original. If your refinanced mortgage was with the same lender, differentiate somehow. Ex. Chase Bank and Chase Bank Refinance.

Even if you did not receive a 1098 for the refinanced loan, enter in TurboTax as if you did. To navigate to section:

In your open return, select My Account
Tools
Topic Search
Type '1098' in the box, then select GO

If you have previously entered a 1098, select the 'Add a Lender' link to enter another lender form. See attachment.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

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Entering a new mortgage company?