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.

Your statement will be available online around the middle of January, leaving you plenty of time to reference it for filing your taxes. If you are not signed up for Paperless, your statement will be mailed to you by January 31st. Form 1098 and Form 1099 Differences

If your loan is escrowed, we’ll pay the taxes around 10 business days prior to the date penalty and interest amounts will begin to accrue. We’ll let you know when that happens.

Learn how to resolve common problems with your year-end tax statements, such as incorrect interest, missing name, or form 1099-INT. Find out how to access previous statements, change affiliation, or verify payments.

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 online or mailed statements for tax purposes. Find out the differences between Form 1098 and Form 1099, and what to do if you refinanced or transferred your loan.

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.

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.