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February 15, 2020

Rental Activity vs Second home on form 1098 Mortgage use section line #2

  • February 15, 2020
  • 1 reply
  • 10 views

We have a second home, which is a two-family home, and we rent out one unit.  We used to live in this home and always reported it at 50% owner occupied when we were living there. We later bought another home in another state and moved out of the house. However, we left the unit we lived in as a second home and continued to rent out the other unit. Now that it is time to file our return, we have a form 1098 from the mortgage company, and wondering what option to select in the mortgage use section of form 1098 in ProSeries line # 2.  Should we select rental activity or second home? Each option results in a different refund amount, and we are not sure which option to select.  The second home option gives us a higher refund, but before we choose that, I wanted to make sure we are doing the right thing.  Please someone help.

Thanks

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    1 reply

    Just-Lisa-Now-
    Intuit Community Champion
    February 15, 2020

    Ive never used the 1098 worksheet in ProSeries, so I have no clue what they ask or how they work,  just do the proration and put the correct amounts directly on the Schedules where they belong.

    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪