Create 1098 Online: PDF Builder | Check Stubs Online

1 Lender details

Tax year

The lender or servicer that received the mortgage interest.

Lender name *

Tax ID typeTaxpayer ID number *

Street address *

City / town *State *ZIP / postal code *

Apartment, country & phone Optional

Apartment / suiteCountryTelephone number

2 Borrower details

The borrower or payer of record. Use their actual name, mailing address and taxpayer identification number.

Borrower name *

Tax ID typeTaxpayer ID number *

Street address *

City / town *State *ZIP / postal code *

Apartment, country Optional

Apartment / suiteCountry

3 Mortgage details

Enter mortgage information for 2025. Use the lender’s records. This statement does not calculate payments or deductible interest.

Mortgage interest received * · Box 1Outstanding mortgage principal * · Box 2

Box 2 is principal as of January 1, or the date of origination/acquisition when applicable. It is not automatically reduced by this year’s payments.

Original mortgage date * · Box 3Property address is the same as the borrower’s mailing address · Box 7

Refunds, insurance & points Only if applicable

Refund of prior-year overpaid interest · Box 4Mortgage insurance premiums · Box 5Points paid on purchase of principal residence · Box 6

Use Box 5 only when mortgage-insurance reporting applies for the selected tax year. Enter actual reportable amounts; this service does not determine a deduction.

Acquisition, property count & account Optional

Mortgage acquisition date · Box 11

Complete Box 11 only if this lender acquired the mortgage during the selected year. It is different from the original loan date.

Number of properties securing this mortgage · Box 9

One property is selected by default. Update this for a mortgage secured by multiple properties.

Other information · Box 10Account numberMark as CORRECTED

Review & download

Copy B will contain your details. All four original pages are included, with red Copy A left blank. Tax-agency filing is not included.

By clicking “Continue to checkout,” you confirm that you reviewed the preview and amounts against your records.

Your details stay private. Checkout saves an encrypted copy of your order.

Complete your 1098 online.

1 Lender details

2 Borrower details

3 Mortgage details

Review & download

Your 1098, ready to go.

Delivery & payment