1098 form-2025

See details

4.2 out of 5

43 votes

The document provides information regarding Form 1098-E, a Student Loan Interest Statement used for reporting student loan interest received by lenders. It emphasizes the importance of using the official IRS version of Copy A for filing to avoid penalties, while allowing copies B and C to be downloaded and printed for borrower use. The document outlines filing deadlines, instructions for borrowers and lenders, and resources for further assistance.

Here's how it works

01. Edit your form online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send it via email, link, or fax. You can also download it, export it or print it out.

How to quickly complete the 1098 form for 2025

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Click 'Get Form' to open it in the editor.
Begin by entering the recipient's name, address, and telephone number in the designated fields. Ensure accuracy as this information is crucial for IRS records.
Input the recipient's TIN and the borrower's TIN. For privacy, only the last four digits of the TIN may be displayed on the form.
In Box 1, enter the total student loan interest received by the lender during 2018. This amount should reflect all applicable fees if your loan was made after September 1, 2004.
If applicable, check Box 2 to indicate that Box 1 does not include loan origination fees or capitalized interest for loans made before September 1, 2004.
Review all entries for accuracy. Once completed, you can print, download, or share your form directly from our platform.

Start using our platform today to fill out your Form 1098-E easily and for free!

See more 1098 form versions

We've got more versions of the 1098 form form. Select the right 1098 form version from the list and start editing it straight away!

Versions	Form popularity	Fillable & printable
2023	4.6 Satisfied (51 Votes)
2022	4.7 Satisfied (24 Votes)
2021	4.8 Satisfied (60 Votes)
2020	4.3 Satisfied (92 Votes)
2019	4.3 Satisfied (239 Votes)
2018	4.2 Satisfied (43 Votes)
2017	4.4 Satisfied (216 Votes)
2016	4.4 Satisfied (120 Votes)
2015	4 Satisfied (41 Votes)
2014	4 Satisfied (52 Votes)
2013	4 Satisfied (29 Votes)
2012	4.2 Satisfied (35 Votes)
2011	4.2 Satisfied (45 Votes)
2010	4.3 Satisfied (34 Votes)

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Do I need a 1098 to file my taxes?

If you paid over $600 in mortgage interest, you should receive a 1098 tax form from your mortgage provider so that you can file it with your taxes so that you claim the deduction.

Do you get money back from a 1098 form?

The American Opportunity Tax Credit can be worth up to $2,500 for each eligible student. And, because the credit is partially refundable (up to 40%), you (or your parents) could get a refund even if you dont owe any taxes. Thats right, the government could send you a check to help with your education expenses.

What is a 1098 tax form used for?

Use Form 1098 (Info Copy Only) to report mortgage interest of $600 or more received by you during the year in the course of your trade or business from an individual, including a sole proprietor.

Is it worth filing a 1098?

Form 1098 helps you claim deductions for mortgage interest or education expenses, reducing your taxable income. There are different versions of Form 1098, each with a specific purpose. TaxAct can help you easily report Form 1098 to maximize your tax benefits.

How does a 1098 affect your taxes?

The 1098 form and its variants are used to report certain contributions and other possible tax-deductible expenses to the IRS and taxpayers. In particular, they cover mortgage interest payments; contributions of motor vehicles, boats, or airplanes; student loan interest paid; and tuition and scholarship information.

Who needs to file a 1098 form?

If you receive mortgage interest of $600 or more in the course of your trade or business, you are subject to the requirement to file Form 1098, even if you are not in the business of lending money.

How do I get my 1098?

Your college or career school will provide your 1098-T form electronically or by postal mail if you paid any qualified tuition and related education expenses during the previous calendar year. Find information about the 1098-E form, which reports the amount of interest you paid on student loans in a calendar year.

How do I get my 1098 mortgage interest statement?

Form 1098 is a tax document that homeowners will receive if they pay $600 or more in mortgage interest over the course of a year. 1 Your mortgage lender will send you a copy of Form 1098 so you can prepare to file your annual taxes.

1098 form-2025

Here's how it works

How to quickly complete the 1098 form for 2025

See more 1098 form versions

Complete this form in 5 minutes or less

Got questions?

Do I need a 1098 to file my taxes?

Do you get money back from a 1098 form?

What is a 1098 tax form used for?

Is it worth filing a 1098?

How does a 1098 affect your taxes?

People also ask

Who needs to file a 1098 form?

How do I get my 1098?

How do I get my 1098 mortgage interest statement?

Related links

Try more PDF tools

1098 form-2025

Here's how it works

How to quickly complete the 1098 form for 2025

See more 1098 form versions

Complete this form in 5 minutes or less

Got questions?

Do I need a 1098 to file my taxes?

Do you get money back from a 1098 form?

What is a 1098 tax form used for?

Is it worth filing a 1098?

How does a 1098 affect your taxes?

Related Searches

People also ask

Who needs to file a 1098 form?

How do I get my 1098?

How do I get my 1098 mortgage interest statement?

Related links

Try more PDF tools