If you had a mortgage loan and did not receive
a Form 1098 from the lender - please follow these steps to enter your home mortgage interest into TurboTax:
- In your return, click on Federal Taxes
- Click on Deductions & Credits
- Under "Your tax breaks", click on Edit/Add
button for Mortgage Interest, Refinancing, and Insurance
- On "Mortgage deduction summary" page, click
on Add a lender button
- Add lender name on the next page and click on Continue
button
- Select radio button for "The seller is financing
this loan and I didn't receive a 1098" on ""Do any of
these uncommon situations apply to your loan" page, and click on
Continue button
- On "Let's get some info about [lender's name]
now" page, enter the available information you have about the lender,
and click on Continue button
- On "Let's get the rest of your mortgage
info", enter the interest you paid on the mortgage, the outstanding principal
on the loan, and the note origination date, if known
- Click on Continue button when finished, and answer
remaining questions regarding this loan
