You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 27 Next »

Sample Excel Import File: 1098.xlsx


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 1/1/2016 

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 Text40TextBox 8: Address of property securing mortgage (see instructions) 
Box 9 Text40TextBox 9: If property securing mortgage has no address, provide description of the property 
Box 10 Text40TextBox 10: Other 
See Form Common FieldsForm fields common to all form types. 

What's New:

Boxes 2 - 10

 

 

 

  • No labels