The form you are referencing by its OMB number coincides with Tax Form 1098, Mortgage Interest Statement. You can enter the needed information from this form into TurboTax yourself without importing it or uploading it.
If you are using TurboTax Online:
- Open or continue your return in TurboTax.
- Select Search, enter 1098, and select Jump to 1098.
- Or you can go to Deductions & Credits and select Start or Revisit next to Mortgage Interest and Refinancing (Form 1098) under Your Home.
- Answer Yes on the screen Did you pay any home loans in 2023?
- On the Let's import your tax info screen, enter the name of your lender to see if you can import your 1098.
- If you can't or don't want to import, select Change how I enter my form to upload, take a picture of, or manually enter your 1098.
- Continue through the screens until your 1098 is added.
Please see this help article for more information on entering the form, and this tax tips article for more information about the form and how it relates to your taxes.
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