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I did a refinance in 2016, staying with the same lender. I have two 1098 forms, how do I enter the info? Do I total the mortgage interest? Loan origination dates?

 
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I did a refinance in 2016, staying with the same lender. I have two 1098 forms, how do I enter the info? Do I total the mortgage interest? Loan origination dates?

Don't total it; there are obviously two different loan origination dates, so they need to be entered separately.

You can Add a Lender (even though they're the same) on the Home Loan Deduction Summary screen.

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6 Replies
mikano
Returning Member

I did a refinance in 2016, staying with the same lender. I have two 1098 forms, how do I enter the info? Do I total the mortgage interest? Loan origination dates?

Hi, I receive form 1098 and in box 3 Mortgage origination  date is 2016. I tried to refinance two yrs ago and it didn't go through, what Am I supposed to do now when I filed my taxes ?

I did a refinance in 2016, staying with the same lender. I have two 1098 forms, how do I enter the info? Do I total the mortgage interest? Loan origination dates?

If your refi didn't go through, then there's nothing to deduct. Enter the date on your 1098 into Turbo Tax.
mikano
Returning Member

I did a refinance in 2016, staying with the same lender. I have two 1098 forms, how do I enter the info? Do I total the mortgage interest? Loan origination dates?

Enter the year 2018 date into Turbo Tax, Also on that 1098 form in Box 1 , Box 2 and box 10 I need to include the numbers into Turbo Tax right ?

I did a refinance in 2016, staying with the same lender. I have two 1098 forms, how do I enter the info? Do I total the mortgage interest? Loan origination dates?

Yes, make the 1098 on screen exactly like the one you have in your hand.
mikano
Returning Member

I did a refinance in 2016, staying with the same lender. I have two 1098 forms, how do I enter the info? Do I total the mortgage interest? Loan origination dates?

Great Thank You for your Help !

I did a refinance in 2016, staying with the same lender. I have two 1098 forms, how do I enter the info? Do I total the mortgage interest? Loan origination dates?

Don't total it; there are obviously two different loan origination dates, so they need to be entered separately.

You can Add a Lender (even though they're the same) on the Home Loan Deduction Summary screen.

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