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IRS Release Status: FINAL
Sample Excel Import File: 1098 2019.xlsx
1098_4line_import_example.xlsx
Import Form Fields:
Field Name | Size | Type | Description | Notes |
---|---|---|---|---|
See Form Filer Common Fields | Filer fields common to all form types. | |||
See Recipient Common Fields | Recipient fields common to all form types. | |||
Box 1 Amount | 12 | Amount | Box 1: Mortgage interest received from payer(s)/borrower(s) | |
Box 2 Amount | 12 | Amount | Box 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 | 10 | Date | Box 3: Mortgage origination date | MM/DD/YYYY or M/D/YYYY |
Box 4 Amount | 12 | Amount | Box 4: Refund of overpaid interest | |
Box 5 Amount | 12 | Amount | Box 5: Mortgage insurance premiums | |
Box 6 Amount | 12 | Amount | Box 6: Points paid on purchase of principal residence | |
Box 7 Checkbox | 1 | Checkbox | Box 7: Is address of property securing mortgage same as PAYER'S/BORROWER'S address? | X / Y / T / 1 = Checked |
Box 8 All Lines | 72, 80 for CS | Text | Box 8: Address of property securing mortgage (see instructions) | First 39 characters used for IRS reporting |
Box 9 Number | 2 | Text | Box 9: Number of properties securing the mortgage | |
Box 10 All Lines | 60 | Text | 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 Fields | Form fields common to all form types. |
1098 Form:
IRS 1098 Form: 1098 Form
IRS 1098 Instructions: 1098 Instructions
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