Question

My Mortgage lender is not supported, what do I need to do?

Forum|Forum|1 year ago
March 4, 2025
2 replies
0 views

Also my Credit Union is not supported

If your bank or financial institution is not on the drop down list, click the words “I’ll type it in myself” and key in your information by hand.

See if your financial institution is on the Partner List - If not, you will have to enter the information manually.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

KrisD15

If you have tax documents from these "unsupported" financial institutions, you'll have to manually enter the tax form by typing the information needed from the form into the proper screen in the program.

For your Mortgage Lender, as example, go to

Deductions & Credits

Your Home

Mortgage Interest, Points, refinancing, and Insurance

and enter the information from Form 1098

@guybangs

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