IRS Release Status: FINAL

Sample Excel Import File: 1098 2017.xlsx 

New Fields

  • Renumbered Box 10: The 2016 Box 10 Other is now Box 11 Other.
  • Box 10: Number of mortgage properties.

Import Form Fields:

Field NameSizeType DescriptionNotes
See Form Filer Common FieldsFiler fields common to all form types.
See Recipient Common FieldsRecipient fields common to all form types.

Box 1 Amount

12Amount

Box 1: Mortgage interest received from payer(s)/borrower(s)


Box 2 Amount

12AmountBox 2: Outstanding mortgage principal as of 1/1/2017

Box 3 Date

10Date

Box 3: Mortgage origination date

MM/DD/YYYY or M/D/YYYY
Box 4 Amount12AmountBox 4: Refund of overpaid interest
Box 5 Amount12AmountBox 5: Mortgage insurance premiums
Box 6 Amount12AmountBox 6: Points paid on purchase of principal residence
Box 7 Checkbox1CheckboxBox 7: Is address of property securing mortgage same as PAYER'S/BORROWER'S address?X / Y / T / 1 = Checked
Box 8 Text72, 80 for CSTextBox 8: Address of property securing mortgage (see instructions)First 39 characters used for IRS reporting
Box 9 Text72, 80 for CSTextBox 9: If property securing mortgage has no address, provide description of the propertyFirst 39 characters used for IRS reporting
Box 10 Number2TextBox 10: Number of mortgage properties
Box 11 All Lines60Text

Box 11: All Lines

First 39 characters used for IRS reporting
See Form Common FieldsForm fields common to all form types.

1098 Form:



IRS 1098 Form:  1098 Form

IRS 1098 Instructions:  1098 Instructions

                 


  • No labels