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hyolymar
New Member

I bought a house last year and have 3 1098 forms, 1 from the company that approved the loan, and 2 from my current mortgage company. Do I enter all three of them?

 
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AnnetteB
Intuit Alumni

I bought a house last year and have 3 1098 forms, 1 from the company that approved the loan, and 2 from my current mortgage company. Do I enter all three of them?

Enter the one for the originator and at least one of the ones from your current servicer.  They are reporting amounts you paid during the time that each lender serviced your loan. 

However, be cautious about the two that you received from your current loan servicer.  One of those could be a corrected form.  If you have a question about why they sent you two forms, please contact them for some clarification before including them both with your return.

After you have entered the information from the first 1098, click the blue Add a Lender link to enter the information from the second 1098. 


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AnnetteB
Intuit Alumni

I bought a house last year and have 3 1098 forms, 1 from the company that approved the loan, and 2 from my current mortgage company. Do I enter all three of them?

Enter the one for the originator and at least one of the ones from your current servicer.  They are reporting amounts you paid during the time that each lender serviced your loan. 

However, be cautious about the two that you received from your current loan servicer.  One of those could be a corrected form.  If you have a question about why they sent you two forms, please contact them for some clarification before including them both with your return.

After you have entered the information from the first 1098, click the blue Add a Lender link to enter the information from the second 1098. 


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