You'll need to sign in or create an account to connect with an expert.
The original loan date should be used as the mortgage origination date. Loans are transferred to different loan servicing companies all of the time. Use the original date when the mortgage was taken out by you.
Have a similar issue. Primary mortgage was acquired by another company in April 2019. Both 1098s have the same loan origination date, but when entering the second origination date, it’s not allowing me to enter the same date as the first. I changed the date by one day to get past the issue.
Also, I’ve seen elsewhere in the forums that I shouls mark the second 1098 from the acquiring lender as a ‘refinance’ even though it wasn’t actually refinanced. Is this a problem?
Still have questions?
Make a postAsk questions and learn more about your taxes and finances.
dp3_nm
New Member
obeteta
New Member
svielledent77
New Member
no1rocco
New Member
djhi849711
New Member
Did the information on this page answer your question?
You have clicked a link to a site outside of the TurboTax Community. By clicking "Continue", you will leave the Community and be taken to that site instead.