In 2024, I paid 6807.98 in 1098 box 1 interest with lender A before my loan was sold to Lender B. with Lender B, I paid 6727.31 in separate 1098 box interest. I believe I entered everything correctly because on the "Your Deduction and Credits Tab" it shows the total Mortgage Interest of $13,535. However, when I click "Done with Deductions," and it does the "Lets check your deductions and credits" it show the total Mortgage interest of only $6808. In 2023 I had 13K plus in mortgage interest, so it should be the 13535 number. Looking at the draft 1040 (schedule A) line 8a, it also shows the $6808 number.
Wish I could post screenshots of what I am seeing. How do I get help from TurboTax to correct the error?
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If you did not refinance or take out an additional loan in 2024 but your original loan was sold to another lender and you have two Forms 1098:
When a loan is sold to another lender, it’s not the same as a refinance, but you’ll still need to enter each 1098 separately. Follow the steps below for this situation. If necessary, delete the Forms 1098 you already entered and enter them again using this process.
Enter the original (sold) loan first:
Then enter the 1098 for the new loan:
See this TurboTax help article for more information.
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