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.

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. Deferred interest is not reported.

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 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 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 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.

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 so...

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 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.

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.