Tax Documents
Tax1098
FDX / Data Structures / Tax1098
Form 1098, Mortgage Interest Statement
Extends and inherits all fields from Tax
Tax1098 Properties
| # | Id | Type | Description |
|---|---|---|---|
| 1 | lenderNameAddress | NameAddressPhone | Lender's name, address and phone |
| 2 | lenderTin | string | RECIPIENT'S/LENDER'S TIN |
| 3 | borrowerTin | string | PAYER'S/BORROWER'S TIN |
| 4 | borrowerNameAddress | NameAddress | Borrower's name and address |
| 5 | mortgagedProperties | integer | Box 9, Number of properties securing the mortgage |
| 6 | otherInformation | string | Box 10, Other (property tax) |
| 7 | accountNumber | string | Account number |
| 8 | mortgageInterest | number (double) | Box 1, Mortgage interest received from borrower |
| 9 | outstandingPrincipal | number (double) | Box 2, Outstanding mortgage principal |
| 10 | originationDate | DateString | Box 3, Mortgage origination date |
| 11 | overpaidRefund | number (double) | Box 4, Refund of overpaid interest |
| 12 | mortgageInsurance | number (double) | Box 5, Mortgage insurance premiums |
| 13 | pointsPaid | number (double) | Box 6, Points paid on purchase of principal residence |
| 14 | isPropertyAddressSameAsBorrowerAddress | boolean | Box 7, Is address of property securing mortgage same as PAYER'S/BORROWER'S address |
| 15 | acquisitionDate | DateString | Box 11, Mortgage acquisition date |
| 16 | propertyAddress | Address | Box 8, Address of property securing mortgage |
| 17 | propertyTax | number (double) | Box 10, Property tax |
| 18 | propertyDescription | string | Box 8, Description of property securing mortgage, if property securing mortgage has no address |
Tax1098 Usage:
- TaxData tax1098
FDX Data Structure as JSON
{
"tax1098" : {
"taxYear" : 0,
"corrected" : true,
"accountId" : "",
"taxFormId" : "",
"taxFormDate" : "2020-07-01",
"description" : "string",
"additionalInformation" : "string",
"taxFormType" : "BusinessIncomeStatement",
"attributes" : [ {
"name" : "string",
"value" : "string",
"boxNumber" : "string",
"code" : "string"
} ],
"error" : {
"code" : "string",
"message" : "string"
},
"lenderNameAddress" : {
"line1" : "String64",
"line2" : "String64",
"line3" : "String64",
"city" : "String64",
"state" : "String64",
"postalCode" : "string",
"country" : "AD",
"name1" : "String64",
"name2" : "String64",
"phone" : {
"type" : "HOME",
"country" : "string",
"number" : "string",
"extension" : "string"
}
},
"lenderTin" : "string",
"borrowerTin" : "string",
"borrowerNameAddress" : {
"line1" : "String64",
"line2" : "String64",
"line3" : "String64",
"city" : "String64",
"state" : "String64",
"postalCode" : "string",
"country" : "AD",
"name1" : "String64",
"name2" : "String64"
},
"mortgagedProperties" : 0,
"otherInformation" : "string",
"accountNumber" : "string",
"mortgageInterest" : 0.0,
"outstandingPrincipal" : 0.0,
"originationDate" : "2020-07-01",
"overpaidRefund" : 0.0,
"mortgageInsurance" : 0.0,
"pointsPaid" : 0.0,
"isPropertyAddressSameAsBorrowerAddress" : true,
"acquisitionDate" : "2020-07-01",
"propertyAddress" : {
"line1" : "String64",
"line2" : "String64",
"line3" : "String64",
"city" : "String64",
"state" : "String64",
"postalCode" : "string",
"country" : "AD"
},
"propertyTax" : 0.0,
"propertyDescription" : "string"
}
}
Example Form PDF
Example Form JSON
{
"tax1098" : {
"taxYear" : 2022,
"taxFormDate" : "2021-03-30",
"taxFormType" : "Tax1098",
"lenderNameAddress" : {
"line1" : "12021 Sunset Valley Dr",
"line2" : "Suite 230",
"city" : "Preston",
"state" : "VA",
"postalCode" : "20191",
"country" : "US",
"name1" : "Tax Form Issuer, Inc",
"phone" : {
"number" : "8885551212"
}
},
"lenderTin" : "12-3456789",
"borrowerTin" : "xxx-xx-1234",
"borrowerNameAddress" : {
"line1" : "1 Main St",
"city" : "Melrose",
"state" : "NY",
"postalCode" : "12121",
"country" : "US",
"name1" : "Kris Q Public"
},
"mortgagedProperties" : 9,
"otherInformation" : "10. Property tax: $10,017.00",
"accountNumber" : "111-23456",
"mortgageInterest" : 1008.0,
"outstandingPrincipal" : 200900.0,
"originationDate" : "2020-03-10",
"overpaidRefund" : 4011.0,
"mortgageInsurance" : 5012.0,
"pointsPaid" : 6013.0,
"isPropertyAddressSameAsBorrowerAddress" : true,
"acquisitionDate" : "2020-11-15",
"propertyTax" : 10017.0
}
}
Example Form JSON for QR Code Purposes
Example Form PDF with QR Code
Example Data As Flattened Map (Key, Value Pairs)
{
"taxYear": "2022",
"taxFormDate": "2021-03-30",
"taxFormType": "Tax1098",
"lenderNameAddress.line1": "12021 Sunset Valley Dr",
"lenderNameAddress.line2": "Suite 230",
"lenderNameAddress.city": "Preston",
"lenderNameAddress.state": "VA",
"lenderNameAddress.postalCode": "20191",
"lenderNameAddress.country": "US",
"lenderNameAddress.name1": "Tax Form Issuer, Inc",
"lenderNameAddress.phone.number": "8885551212",
"lenderTin": "12-3456789",
"borrowerTin": "xxx-xx-1234",
"borrowerNameAddress.line1": "1 Main St",
"borrowerNameAddress.city": "Melrose",
"borrowerNameAddress.state": "NY",
"borrowerNameAddress.postalCode": "12121",
"borrowerNameAddress.country": "US",
"borrowerNameAddress.name1": "Kris Q Public",
"mortgagedProperties": "9",
"otherInformation": "10. Property tax: $10,017.00",
"accountNumber": "111-23456",
"mortgageInterest": "1008.0",
"outstandingPrincipal": "200900.0",
"originationDate": "2020-03-10",
"overpaidRefund": "4011.0",
"mortgageInsurance": "5012.0",
"pointsPaid": "6013.0",
"isPropertyAddressSameAsBorrowerAddress": "true",
"acquisitionDate": "2020-11-15",
"propertyTax": "10017.0"
}
Issuer Instructions
