I refinanced my house and got a tax document on the new mortgage. I never received anything on the previous loan. What can I do to deduct the interest and taxes I paid.

posted

wait. such documents do not have to be issued until 1/31. there is some key info you'll need for the 1098 for the previous mortgage.

You should receive a tax document from the financial institution that held your mortgage before you refinanced. They actually have until January 31 to issue the tax document, so wait a bit longer. If you don't receive the document within the first week of February, contact the former mortgage company for assistance.

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*** I am NOT a tax expert. I am a seasoned TurboTax user, and volunteer to provide assistance to TT users. Nothing I post is to be considered TAX ADVICE; I bear no legal liability for responses.***