Form 1098 - Mortgage Interest Statement

Greg Hatfield Updated by Greg Hatfield

See the specific instructions for Form 1098.

See the 2023 General Instructions for Forms 1099/1098.

Also see the 2022 General Instructions for Forms 1099/1098.

For prior year forms and instructions see the IRS website.

To fill in Form 1096 using this data, select FORM 1096 from the Module Library list. Select the desired forms to import from the Import 1099/1098 menu on the Form 1096 screen.

To print Form 1098, select PRINT W-2/1099/1098 from the Module Library list, or, when a form is open, select the “Print” icon. See the Print Forms screen for further printing details.

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Form 1096 - Annual Summary and Transmittal of US Information Returns

Form 1098-T - Tuition Statement