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1098 Form

1098

Step 1 of 2

- Email*
- Tax Year
- Recipient’s / Lender’s Information
- Recipient’s / Lender’s Name, street address, city or town, state or province, country, ZIP, Phone number
- Recipient’s / Lender’s TIN
- Payer’s / Borrower’s Information
- Payer’s / Borrower’s Name
- Recipient’s / Lender’s TIN
- Street address (including apt. no.)
- City or town, state or province, country, and ZIP or foreign postal code
- Mortgage Interest Statement
- Account Number
- 1. Mortgage interest received from payer(s)/borrower(s)
- 2. Outstanding mortgage principal
- 3. Mortgage origination date
  MM slash DD slash YYYY
- 4. Refund of overpaid interest
- 5. Mortgage Insurance Premiums
- 6. Points paid on purchase of principal residence
- - 7. Check the box if address of property securing mortgage is the same as PAYER’S/BORROWER’S address.
- 8. Address or description of property securing mortgage. Do you want to add your property securing mortgage?
  - Yes, via property description
  - Yes, using complete address
  - No
- Property Description
- 8 Address or description of property securing mortgage
- 9. Number of properties securing the mortgage
- 10. Other
- 11. Mortgage acquisition date
  MM slash DD slash YYYY
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