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New Member
posted Jun 3, 2019 11:12:15 AM

Mortgage was tranferred to new lender.1098 for the new lender has $0 in box 2 and box 3 has origination date 2014. TurboTax won’t let me put 0 in box 2.

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1 Best answer
New Member
Jun 3, 2019 11:12:16 AM

Yes, this is a known problem since it's a transfer. The new lender technically did not carry a balance at the first of the year. You can just use the figure off the other 1098. This will let you proceed and it's essentially accurate.

1 Replies
New Member
Jun 3, 2019 11:12:16 AM

Yes, this is a known problem since it's a transfer. The new lender technically did not carry a balance at the first of the year. You can just use the figure off the other 1098. This will let you proceed and it's essentially accurate.