When your 1098/1099 is available, form differences, and scenarios for year-end tax statements

On your monthly statement, you’ll see what you owe and how much is going to principal, interest, escrow (taxes & insurance), and anything else. Other key information on your monthly statement includes year-to-date amounts and your current interest rate.

If you signed the Note but your name isn’t on the year-end tax statement or 1098, here’s why: Only the primary borrower’s Social Security Number is reported. To switch the order of the names and the reporting for future statements, you’ll need to complete an Affiliation Change Agre...

Learn how to access and understand your year - end tax statements for your mortgage, including Form 1098 and Form 1099. Find out the differences, scenarios, and deadlines for receiving your statements online or by mail.

Learn how to access and understand your year - end tax statements for your mortgage, including Form 1098 and Form 1099. Find out the differences, scenarios, and deadlines for receiving your statements online or by mail.

Learn how to access and understand your year - end tax statements for your mortgage, including Form 1098 and Form 1099. Find out the differences, scenarios, and deadlines for receiving your statements online or by mail.

Learn how to access and understand your year - end tax statements for your mortgage, including Form 1098 and Form 1099. Find out the differences, scenarios, and deadlines for receiving your statements online or by mail.

Learn how to access and understand your year - end tax statements for your mortgage, including Form 1098 and Form 1099. Find out the differences, scenarios, and deadlines for receiving your statements online or by mail.

Learn how to access and understand your year - end tax statements for your mortgage, including Form 1098 and Form 1099. Find out the differences, scenarios, and deadlines for receiving your statements online or by mail.

Learn how to access and understand your year - end tax statements for your mortgage, including Form 1098 and Form 1099. Find out the differences, scenarios, and deadlines for receiving your statements online or by mail.