turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
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.

Sostrata
New Member

Missing Mortgage Interest Statement from 3 years ago. Loan is paid off and the mortgage company has changed hands. The customer service will not let me in without a current, active loan number. How can I get the info I need?

 
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.

2 Replies

Missing Mortgage Interest Statement from 3 years ago. Loan is paid off and the mortgage company has changed hands. The customer service will not let me in without a current, active loan number. How can I get the info I need?

what do you need it for? how exact does it have to be? 

 

if you have the statement from 4 years ago, take the ending balance times the interest rate and THAT will be quite close to the interest from 3 years ago.  it will be SLIGHTLY high.

 

If you have the statement from 2 years ago, take the beginning balance times the interest rate and THAT will be quite close to the interest from 3 years ago. it will be SLIGHTLY low.

 

I am assuming you have a fixed rate loan. 

Missing Mortgage Interest Statement from 3 years ago. Loan is paid off and the mortgage company has changed hands. The customer service will not let me in without a current, active loan number. How can I get the info I need?

If you received a 1098 statement for mortgage interest, a copy was also sent to the IRS.  You should be able to retrieve a transcript of that from the IRS.

https://www.irs.gov/individuals/get-transcript

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies