IRS Release Status: 

Sample Excel Import File: 

  • No changes.

Import Form Fields:

Field NameSizeType DescriptionNotes
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

12Amount

Box 1: Total

 
Box 2 Checkbox 21CheckboxCheck if box 1 does NOT include loan origination fees...X / Y / T / 1 = Checked
See Form Common Fields  Form fields common to all form types. 

1098-E Form:

IRS 1098-E Form: 

IRS 1098-E Instructions: