When your 1098/1099 is available, form differences, and scenarios for year-end tax statements

On your monthly statement, you’ll see what you owe and how much is going to principal, interest, escrow (taxes & insurance), and anything else. Other key information on your monthly statement includes year-to-date amounts and your current interest rate. What is Paperless and how do...

No matter what state your property is in, you may be eligible for a tax exemption based on state law and the taxing authority’s guidelines. IMPORTANT: You must apply for and obtain documented approval directly from the taxing authority.

An escrow account is where funds are held to pay property tax and insurance bills on your behalf. If your loan is escrowed, a part of your mortgage payment goes into your escrow account every month.

If you signed the Note but your name isn’t on the year-end tax statement or 1098, here’s why: Only the primary borrower’s Social Security Number is reported. To switch the order of the names and the reporting for future statements, you’ll need to complete an Affiliation Change Agre...

Learn how to access your online or mailed year - end tax statements for your mortgage interest and expenses. Find out the differences between Form 1098 and Form 1099, and when you may need them for your taxes.

Learn how to access your online or mailed year - end tax statements for your mortgage interest and expenses. Find out the differences between Form 1098 and Form 1099, and when you may need them for your taxes.

Learn how to access your year-end tax statement online or by mail, and what information it includes for tax season. On your monthly statement, you’ll see what you owe and how much is going to principal, interest, escrow (taxes & insura...

Learn how to access and understand your year-end tax statements for your mortgage, including Form 1098 and Form 1099. Find out the differences, scenarios, and deadlines for receiving your statements online or by mail.

Learn how to access your year-end tax statement online or by mail, and what information it includes for tax season. Fin... On your monthly statement, you’ll see what you owe and how much is going to principal, interest, escrow (taxes & insurance), and anything else.