Some TurboTax customers might have more than one 1098 form attached to their 2022 federal return, which means there’s a possibility they underpaid their taxes.
To look for a duplicate 1098 and amend your taxes if a duplicate is found, please follow these steps.
TurboTax Online
- Sign in to your TurboTax account and go to Tax Home
- Scroll down and select Your tax return & documents and choose 2022
- Select the dropdown for Amend (change) return and choose Amend using TurboTax Online
- On the screen that asks Why are you amending? Select TurboTax sent me an email and then Continue
- Select Amending my return to fix info on the screen What did we contact you about? And then Continue
- Select 2022 federal return and any state returns you filed on the screen that says Tell us which return(s) you want to amend
- Scroll down to Deductions & Credits section and select Start next to Mortgage Interest and Refinancing (Form 1098)
- On the Here’s your 1098 info screen, review the 1098s listed. Delete any duplicate forms by selecting the trashcan icon. And then Continue
- If the federal or state numbers at the top of the screen don’t change, you don't need to amend your return(s)
- Select Cancel Amend on the left side of the screen
- If the federal or state numbers change at the top of the screen, you will need to amend your return(s)
- Select Done on the Here’s the info for your amended federal return screen
- Enter a description on the screen Tell us why you’re amending your return and then select Continue
- Confirm your address and continue through the remaining questions.
TurboTax experts are available to answer your questions at 800-4INTUIT (Monday–Friday, 5 AM to 5 PM PT).
