I refinanced my home this year and have two 1098 forms. How should I enter this for deductions?

nhawkins84 · ‎May 31, 2019

MaryK1 · ‎May 31, 2019

If you have multiple 1098 mortgage forms, you’ll enter them one at a time. After going through the steps with the first one, you can add a lender when you get to the Mortgage deduction summary screen. (In the case of a refinance, it's best to enter the 1098 from your original loan before the 1098 from your refinance.)

But, if they're both from the same lender, and one of them has the “Corrected” checkbox marked at the top, enter the corrected 1098 and discard or shred the other one.

[ Edited 3/9/2020 | 6:04pm PST ]

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View solution in original post

MaryK1 · ‎May 31, 2019

If you have multiple 1098 mortgage forms, you’ll enter them one at a time. After going through the steps with the first one, you can add a lender when you get to the Mortgage deduction summary screen. (In the case of a refinance, it's best to enter the 1098 from your original loan before the 1098 from your refinance.)

But, if they're both from the same lender, and one of them has the “Corrected” checkbox marked at the top, enter the corrected 1098 and discard or shred the other one.

[ Edited 3/9/2020 | 6:04pm PST ]

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

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I refinanced my home this year and have two 1098 forms. How should I enter this for deductions?