Form 1098 Data Fields¶
Data fields for Form 1098 are listed in the table below. For the most up-to-date information you should also consult the statement documentation available in GraphQL.
| Identifier | Type | Description | Years Used | Sample Value | Notes |
|---|---|---|---|---|---|
| accountNumber | text | Account number. Box is unnumbered. Shown in unnumbered box labeled Account number (see instructions). | 2018-2021 | "1234-5678" | |
| corrected | boolean | True for corrected forms; the corrected box at the top of the form is checked if this is true. Shown in unnumbered box labeled CORRECTED. | 2018-2021 | true | |
| mortgageAcqDate | date | Shown in box number 11 labeled Mortgate acquisition date. | 2019, 2020, 2021 | "2019-06-18" | |
| mortgageInsurancePremiums | money | Shown in box number 5 labeled Mortgage insurance premiums. | 2018-2021 | "12345.67" | |
| mortgageInterest | money | Shown in box number 1 labeled Mortgage interest received from payer(s)/borrower(s). | 2018-2021 | "12345.67" | |
| numberProperties | integer | Shown in box number 9 labeled Number of properties securing the mortgage. | 2018-2021 | 1 | |
| originationDate | date | Shown in box number 3 labeled Mortgage origination date. | 2018-2021 | "2019-01-01" | |
| other | money | Additional information which may be provided by the lender to the borrower. Shown in box number 10 labeled Other. | 2018-2021 | "12345.67" | |
| outstandingPrincipal | money | Shown in box number 2 labeled Outstanding mortgage principal as of 1/1/2018. | 2018-2021 | "12345.67" | |
| points | money | Shown in box number 6 labeled Points paid on purchase of principal residence. | 2018-2021 | "12345.67" | |
| propertyAddress | array | Shown in box number 8 labeled Address or description of property securing mortgage (see instructions). | 2018-2021 | ["784 East 77th Street", "Apt. 5J", "New York NY 10162"] | |
| propertyAddressSameAsBorrower | boolean | True if the address of the property on which the interest was paid is the same as the borrower's address. Shown in box number 7 labeled 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. | 2018-2021 | true | |
| recipientAddress1 | text | First line of the borrower's address. Part of information shown in unnumbered box labeled PAYER'S/BORROWER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code. | 2018-2021 | "784 East 77th Street" | Recipient is referred to as borrower on form. |
| recipientAddress2 | text | Second line of the borrower's address, if any. Part of information shown in unnumbered box labeled PAYER'S/BORROWER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code. | 2018-2021 | "Apt. 5J" | Recipient is referred to as borrower on form. |
| recipientAddress3 | text | Third line of borrower's address. Use for foreign addresses only. For foreign addresses, complete this field and leave city, state, and zip code blank. Part of information shown in unnumbered box labeled PAYER'S/BORROWER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code. | 2018-2021 | "Toronto ON M4Y 1J7" | Recipient is referred to as borrower on form. |
| recipientCity | text | Borrower's city. Part of information shown in unnumbered box labeled PAYER'S/BORROWER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code. | 2018-2021 | "New York" | Recipient is referred to as borrower on form. |
| recipientEntityName | text | Name of company or other entity receiving the form. Complete this field only if the recipient is not a person. For people, use first name, last name, and, optionally, middle name and suffix. Part of information shown in unnumbered box labeled PAYER'S/BORROWER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code. | 2018-2021 | "Flemings Gourmet Foods" | Recipient is referred to as borrower on form. |
| recipientFirstName | text | Borrower's first name. Part of information shown in unnumbered box labeled PAYER'S/BORROWER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code. | 2018-2021 | "Leif" | Recipient is referred to as borrower on form. |
| recipientLastName | text | Borrower's last name. Part of information shown in unnumbered box labeled PAYER'S/BORROWER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code. | 2018-2021 | "Babson" | Recipient is referred to as borrower on form. |
| recipientMiddleName | text | Borrower's middle name or initial, if provided. Part of information shown in unnumbered box labeled PAYER'S/BORROWER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code. | 2018-2021 | "Augustus" | Recipient is referred to as borrower on form. |
| recipientNameSuffix | text | Name suffix for borrower (Jr., Sr. III, etc), if provided. Part of information shown in unnumbered box labeled PAYER'S/BORROWER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code. | 2018-2021 | "Jr." | Recipient is referred to as borrower on form. |
| recipientState | state | Borrower's state. Part of information shown in unnumbered box labeled PAYER'S/BORROWER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code. | 2018-2021 | "NY" | Recipient is referred to as borrower on form. |
| recipientTin | tin | Borrower's social security number or other TIN. Shown in unnumbered box labeled PAYER'S/BORROWER'S TIN. | 2018-2021 | "200213492" | Recipient is referred to as borrower on form. |
| recipientTinType | character | Type of taxpayer identification number (TIN). Valid values are '1' for EIN or '2' for any other type of TIN, including SSN. When not supplied, the TIN is formatted as an SSN on the statement. | 2018-2021 | "2" | Recipient is referred to as borrower on form. |
| recipientZipCode | zip_code | Borrower's zip code. Part of information shown in unnumbered box labeled PAYER'S/BORROWER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code. | 2018-2021 | "10162" | Recipient is referred to as borrower on form. |
| refundOverpaidInterest | money | Shown in box number 4 labeled Refund of overpaid interest. | 2018-2021 | "12345.67" | |
| senderAddress1 | text | First line of the lender's address. Part of information shown in unnumbered box labeled RECIPIENT'S/LENDER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone number. | 2018-2021 | "406 Chambers Street" | Sender is referred to as lender on form. |
| senderAddress2 | text | Second line of the lender's address. Part of information shown in unnumbered box labeled RECIPIENT'S/LENDER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone number. | 2018-2021 | "Suite 241" | Sender is referred to as lender on form. |
| senderCity | text | Lender's city. Part of information shown in unnumbered box labeled RECIPIENT'S/LENDER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone number. | 2018-2021 | "New York" | Sender is referred to as lender on form. |
| senderName | text | Lender's name. Part of information shown in unnumbered box labeled RECIPIENT'S/LENDER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone number. | 2018-2021 | "Empire Savings Bank" | Sender is referred to as lender on form. |
| senderPhoneNumber | phone_number | Lender's telephone number. Part of information shown in unnumbered box labeled RECIPIENT'S/LENDER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone number. | 2018-2021 | "2125557318" | Sender is referred to as lender on form. |
| senderState | state | Lender's state. Part of information shown in unnumbered box labeled RECIPIENT'S/LENDER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone number. | 2018-2021 | "NY" | Sender is referred to as lender on form. |
| senderTin | tin | Lender's EIN. Shown in unnumbered box labeled RECIPIENT'S/LENDER'S TIN. | 2018-2021 | "104123456" | Sender is referred to as lender on form. |
| senderZipCode | zip_code | Lender's ZIP code. Part of information shown in unnumbered box labeled RECIPIENT'S/LENDER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone number. | 2018-2021 | "10282" | Sender is referred to as lender on form. |