How do i claim mortgage interest if i did not receive a 1098 form from the bank

jvelas · ‎May 31, 2019

We paid less than 500.00 on our second mortgage so the bank says they will not send a 1098 form. do I just fill out the interest number of 313.19 and leave the rest blank?

AnnS7 · ‎May 31, 2019

You will enter your qualified mortgage interest as if you had a Form 1098. You'll enter the lender name and the amount of interest paid in Box 1 on the 1098 detail screen.

To enter your mortgage interest in TurboTax Online or Desktop, please follow these steps:

Once you are in your tax return, type "mortgage interest" into search box on blue dashboard
Click on Jump to Mortgage Interest (in blue)
On the "Mortgage deduction summary" screen, click Add a lender
Enter lender information and on the "Let's get the details from your bank 1098 now" screen, enter your foreign amount paid for mortgage interest in Box 1. (TurboTax has no separate screen to enter mortgage interest not reported on a Form 1098).