turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

emacaco
New Member

My mortgage servicer changed during the year and I only have a 1098 from the one that took over, what do I do?

My 1098 shows that I paid $810 in interest, but I pay $270 a month in interest according to my statements so I know this number only covers the amount of time they serviced the mortgage.  I no longer have any information from the previous servicer.  Should I just extrapolate how much interest I paid to them based on my monthly statements?
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Best answer

Accepted Solutions
DexterS
New Member

My mortgage servicer changed during the year and I only have a 1098 from the one that took over, what do I do?

1098s are sent to you and the IRS.  They will match your tax return up with the documents they receive.

You should try your best to get the correct information from the prior servicer.  

If that proves unsuccessful use what ever information you have, but expect that you may have to prove at your deduction to the IRS.

View solution in original post

1 Reply
DexterS
New Member

My mortgage servicer changed during the year and I only have a 1098 from the one that took over, what do I do?

1098s are sent to you and the IRS.  They will match your tax return up with the documents they receive.

You should try your best to get the correct information from the prior servicer.  

If that proves unsuccessful use what ever information you have, but expect that you may have to prove at your deduction to the IRS.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question