We refinanced our home this year and did some debt consolidation payoff in the process. We also paid points. Then our loan was quickly sold to another lender. So we have three 1098 forms. I’m not

Three 1098 forms altogether. Which count as the refi, the second, the third, or both?

178

Expert Alumni

Mar 5, 2020 2:24:58 PM

It sounds like the first 1098 was your original mortgage, the second was the refinance, and the third was when the refinanced mortgage was sold to another lender. However, you may want to double-check on this with the entity that facilitated your refinance.

Here's how to make these entries in TurboTax Online:

1) In TurboTax Online, enter 1098 into the search field (magnifying glass) in the upper right of your screen.

2) Select the Jump to 1098 button. Follow the guided interview to make your entries using your 1098 you received from your mortgage lender.

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We refinanced our home this year and did some debt consolidation payoff in the process. We also paid points. Then our loan was quickly sold to another lender. So we have three 1098 forms. I’m not