Form 1098 and Form 1099 Differences. The Form 1098 —also known as Mortgage Interest Statement—is used to report the amount of interest and related expenses you paid on your mortgage during the tax year.

Frequently Asked Questions. How will a forbearance impact my year-end tax statement? If you were on a forbearance plan during part of the year—or exited a forbearance plan and deferred missed payments—you will receive a 1098 with only the interest reported that was paid by you. Def...

The Form 1098—also known as Mortgage Interest Statement — is used to report the amount of interest and related expenses you paid on your mortgage during the tax year. The purpose of a Form 1099 is to record types of income received from sources other than your employer, the...

Find out the differences between Form 1098 and Form 1099, and what to do if you refinanced or transferred your loan. Learn how to access and understand your year - end tax statements for your mortgage loan.

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...

We’ll send out your monthly statement no later than 2 weeks before the next due date. Whenever needed, you can also view your statement online to find out what you owe and when it’s due. Note: Our secure, automated phone system can also send you a one-time link to view your statement...

Find out the differences between Form 1098 and Form 1099, and what to do if you refinanced or transferred your loan. Learn how to access and understand your year-end tax statements for your mortgage loan.

Paperless means we’ll stop sending your documents in the mail. Instead, you can securely view, download, and/or print them from the “Statements” section of your online account. We’ll email you when an important document becomes available.

Find out the differences between Form 1098 and Form 1099, and what to do if you refinanced or transferred your loan. Learn how to access and understand your year - end tax statements for your mortgage loan.

Each January, we provide our customers a year-end tax statement that summarizes key mortgage and tax information from the previous year and includes your IRS Form 1098. It may also be accompanied by a Form 1099, if necessary.