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tpp2007
New Member

Two 1098 forms

We purchased a home in April 2024 and then refinanced in September 2024, so we received two 1098 forms.  

'Is the 1098 you are working on the most recent for your loan?' 

I am not sure how to answer this question since we also refinanced again this year.

Was the above question regarding to 2024 or current? I should answer Yes or No.

 

Thanks for your input.

Harper

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2 weeks ago
last updated ‎April 15, 2025 5:34 PM
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SharonD007
Employee Tax Expert
Employee Tax Expert

Two 1098 forms

The question "Is the 1098 that you are working on is the most recent" should be answered for the 1098 that you received when you refinanced your mortgage in 2024.  

 

The refinance that you did in 2025 is not on your 2024 tax return.

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