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posted May 31, 2019 9:24:51 PM

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

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1 Best answer
Employee Tax Expert
May 31, 2019 9:24:53 PM

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.

1 Replies
Employee Tax Expert
May 31, 2019 9:24:53 PM

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.