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How can i get the info i need from my closing disclosure if i dont have a 1098

 
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pk
Level 15
Level 15
Intuit Approved! This answer has been verified for accuracy by an Intuit expert employee

How can i get the info i need from my closing disclosure if i dont have a 1098

@thatjenn800 , as  part of the closing you should have received a HUD-1  ( or equivalent ) that list the monies  exchanged , expenses etc..   and  of course your mortgage deed document  ( there is also a disclosure document there .  All these together will allow you to  compute  your  total  interest payment ( expected  / planned  ) for the year, the principle that you borrowed and also the  remaining balance at the end of the year.   The property taxes you paid , you can get from the city or your local govt. offices.

However, it is best to wait for the 1098 from the  lender/ loan servicer.   But this would allow you to pretty much get your  return prepared, then con firm the figures  when you receive the 1098s and then file.

 

Does this make sense ?

 

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1 Reply
pk
Level 15
Level 15
Intuit Approved! This answer has been verified for accuracy by an Intuit expert employee

How can i get the info i need from my closing disclosure if i dont have a 1098

@thatjenn800 , as  part of the closing you should have received a HUD-1  ( or equivalent ) that list the monies  exchanged , expenses etc..   and  of course your mortgage deed document  ( there is also a disclosure document there .  All these together will allow you to  compute  your  total  interest payment ( expected  / planned  ) for the year, the principle that you borrowed and also the  remaining balance at the end of the year.   The property taxes you paid , you can get from the city or your local govt. offices.

However, it is best to wait for the 1098 from the  lender/ loan servicer.   But this would allow you to pretty much get your  return prepared, then con firm the figures  when you receive the 1098s and then file.

 

Does this make sense ?

 

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