CORRECTED (if checked)
RECIPIENT'S/LENDER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no.
,
,
,
,
,
*Caution:
The amount shown may not be fully deductible by you. Limits based on the loan amount and the cost and value of the secured property may apply. Also, you may only deduct interest to the extent it was incurred by you, actually paid by you, and not reimbursed by another person.
OMB No. 1545-1380
From
1098
(Rev. January 2022)
Mortgage Interest Statement
For calendar year
2024
1
Mortgage interest received from payer(s)/borrower(s)*
$
Copy B
For Recipient/
Borrower
The information in boxes 1 through 9 and 11 is important tax information and is being furnished to the IRS. If you are required to file a return, a negligence penalty or other sanction may be imposed on you if the IRS determines that an underpayment of tax results because you overstated a deduction for this mortgage interest or for these points, reported in boxes 1 and 6; or because you didn't report the refund of interest (box 4); or because you claimed a nondeductible item.
11
Mortgage acquisition date
RECIPIENT'S/LENDER'S TIN
PAYER'S/BORROWER'S TIN
PAYER'S/BORROWER'S name
2
Outstanding mortgage principal
$
3
Mortgage origination date
4
Refund of overpaid
interest
$
5
Mortgage insurance
premiums
$
6
Points paid on purchase of principal residence
$
Street address (including apt. no.)
7
If address of property securing mortgage is the same as PAYER'S/BORROWER'S address, the box is checked, or the address or description is entered in box 8.
City or town, state or province, country, and ZIP or foreign postal code
,
,
,
8
Address or description of property securing mortgage
9
Number of properties securing the mortgage
10
Other
Account number (see instructions)
Form
1098
(Rev. 1-2022)
(keep for your records)
www.irs.gov/Form1098
Department of the Treasury - Internal Revenue Service