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posted Jun 4, 2019 1:57:01 PM

Where do I add a 1098?

where do I add a 1098 for a 2nd mortgage?

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1 Replies
Level 5
Jun 4, 2019 1:57:03 PM

Here's how to enter your mortgage interest statement in TurboTax (tap for alternate instructions if using our mobile app):

  1. With your return open, search for "1098" and then click or tap the "Jump to" link in the search results.
  2. Answer any preliminary questions, and you'll then be asked for the name of your mortgage company. Enter the name and select Continue.
  3. Follow the onscreen instructions to enter the rest of your 1098 info.

If you have multiple 1098 mortgage forms, you’ll enter them one at a time. After going through the steps with the first one, you can add a lender when you get to the Mortgage deduction summary screen. (In the case of a refinance, it's best to enter the 1098 from your original loan before the 1098 from your refinance.)

But, if they're both from the same lender, and one of them has the “Corrected” checkbox marked at the top, enter the corrected 1098 and discard or shred the other one.