Create Your 1098

1 Lender details

Tax year

The lender or servicer that received the mortgage interest.

Lender name *

Tax ID typeTaxpayer ID number *

Street address *

City / town *State *ZIP / postal code *

Apartment, country & phone Optional

Apartment / suiteCountryTelephone number

2 Borrower details

The borrower or payer of record. Use their actual name, mailing address and taxpayer identification number.

Borrower name *

Tax ID typeTaxpayer ID number *

Street address *

City / town *State *ZIP / postal code *

Apartment, country Optional

Apartment / suiteCountry

3 Mortgage details

Enter mortgage information for 2025. Use the lender’s records. This statement does not calculate payments or deductible interest.

Mortgage interest received * · Box 1Outstanding mortgage principal * · Box 2

Box 2 is principal as of January 1, or the date of origination/acquisition when applicable. It is not automatically reduced by this year’s payments.

Original mortgage date * · Box 3Property address is the same as the borrower’s mailing address · Box 7

Refunds, insurance & points Only if applicable

Refund of prior-year overpaid interest · Box 4Mortgage insurance premiums · Box 5Points paid on purchase of principal residence · Box 6

Use Box 5 only when mortgage-insurance reporting applies for the selected tax year. Enter actual reportable amounts; this service does not determine a deduction.

Acquisition, property count & account Optional

Mortgage acquisition date · Box 11

Complete Box 11 only if this lender acquired the mortgage during the selected year. It is different from the original loan date.

Number of properties securing this mortgage · Box 9

One property is selected by default. Update this for a mortgage secured by multiple properties.

Other information · Box 10Account numberMark as CORRECTED

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Copy B will contain your details. All four original pages are included, with red Copy A left blank. Tax-agency filing is not included.

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1 Lender details

2 Borrower details

3 Mortgage details

Review & download

Your 1098, ready to go.