IRS Release Status: FINAL

Sample Excel Import File: 1098 2019.xlsx 

                                             1098_4line_import_example.xlsx 

New Fields

  • Box 11: Mortgage Acquisition Date 


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: Enter the amount of outstanding principal on the mortgage
as of January 1, 2019. If you originated the mortgage in
2019, enter the mortgage principal as of the date of
origination. If you acquired the mortgage in 2019, enter
the outstanding mortgage principal as of the date of
acquisition.

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 Amount12Amount

Box 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 All Lines72, 80 for CSTextBox 8: Address of property securing mortgage (see instructions)First 39 characters used for IRS reporting
Box 9 Number2TextBox 9: Number of properties securing the mortgage
Box 10 All Lines60Text

Box 10: All Lines

First 39 characters used for IRS reporting
Box 11 Date 10 Date Box 11: Mortgage Acquisition Date MM/DD/YYYY or M/D/YYYY
See Form Common FieldsForm fields common to all form types.

1098 Form:




IRS 1098 Form:  1098 Form

IRS 1098 Instructions:  1098 Instructions


                 


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