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Tax form 1098-2026
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- Click ‘Get Form’ to open the tax form 1098 in the editor.
- Begin by entering your name, address, and telephone number in the designated boxes. This information identifies you as the lender.
- In Box 1, report the total mortgage interest received from the borrower during the year. Ensure this amount does not include points or any government subsidy payments.
- For Box 2, enter the outstanding mortgage principal as of January 1 of the reporting year. If the mortgage originated during that year, leave this box blank.
- In Box 3, indicate the date of origination for the mortgage. This helps establish when the loan was initiated.
- If applicable, report any refunds of overpaid interest in Box 4. This should reflect any adjustments made for prior years.
- Complete Box 5 if you received $600 or more in mortgage insurance premiums during the year. Ensure to check if section 163(h)(3)(E) applies.
- Finally, review all entries for accuracy before saving and distributing your completed form using our platform's features.
Start filling out your tax form 1098 today for free with our easy-to-use editor!
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