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New Member
posted Jan 25, 2020 6:18:42 PM

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.

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2 Replies
Not applicable
Jan 25, 2020 6:26:01 PM

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.  

Level 15
Jan 25, 2020 6:27:31 PM

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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