I bought a new house. What do I need to bring in?

Make sure to bring in the following:

1. Buyer’s final closing statement. This is given to you by the title company upon closing
2. Form(s) 1098 (mortgage interest statement). These will show up usually in January or early February. Many times it’s an additional page in the regular mailing, so make sure to double check. It’s also important to understand that you may receive multiple 1098 forms. You will have one from each lender you had during the year. It is very common to have one lender when you first buy the home and then have your loan transferred to another lender right away. You will receive a 1098 from each.
3. Property tax payment records. This would only apply to those who paid their property taxes directly (not through their lender). Any property taxes paid through your lender will show up on the 1098 form.