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If we did a refi with same mortgage company can we combine the interest from the different 1098's

 
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Accepted Solutions
PaulaM
Expert Alumni

If we did a refi with same mortgage company can we combine the interest from the different 1098's

Enter them separately for clarity and differentiate somehow. Ex. Chase Bank and Chase Bank Refi. The total of the two 1098's will be transferred to the Schedule A. To navigate back to section:

  • In your open return, select My Account
  • Tools
  • Topic Search
  • Type '1098' in the box, then select GO

After you enter the 1st 1098, select the 'Add a lender' link for 2nd 1098. See attachment.

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**Mark the post that answers your question by clicking on "Mark as Best Answer"

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1 Reply
PaulaM
Expert Alumni

If we did a refi with same mortgage company can we combine the interest from the different 1098's

Enter them separately for clarity and differentiate somehow. Ex. Chase Bank and Chase Bank Refi. The total of the two 1098's will be transferred to the Schedule A. To navigate back to section:

  • In your open return, select My Account
  • Tools
  • Topic Search
  • Type '1098' in the box, then select GO

After you enter the 1st 1098, select the 'Add a lender' link for 2nd 1098. See attachment.

**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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