Tax1098
FDX / Data Structures / Tax1098
Form 1098, Mortgage Interest Statement, from RECIPIENT/LENDER (1st-2nd boxes as issuer) to PAYER/BORROWER (3rd-6th boxes as recipient)
Extends and inherits all fields from Tax
Tax1098 Properties
| # | Id | Type | Description |
|---|---|---|---|
| 1 | accountNumber | string | Account number |
| 2 | mortgageInterest | number | Box 1, Mortgage interest received from borrower |
| 3 | outstandingPrincipal | number | Box 2, Outstanding mortgage principal |
| 4 | originationDate | DateString | |
| 5 | overpaidRefund | number | Box 4, Refund of overpaid interest |
| 6 | mortgageInsurance | number | Box 5, Mortgage insurance premiums |
| 7 | pointsPaid | number | Box 6, Points paid on purchase of principal residence |
| 8 | isPropertyAddressSameAsBorrowerAddress | boolean | Box 7, Is address of property securing mortgage same as PAYER'S/BORROWER'S address |
| 9 | propertyAddress | Address | |
| 10 | propertyDescription | string | Box 8, Description of property securing mortgage, if property securing mortgage has no address |
| 11 | mortgagedProperties | integer | Box 9, Number of properties securing the mortgage |
| 12 | otherInformation | string | Box 10, Other (property tax). Use field `propertyTax` if `other` value is a property tax |
| 13 | propertyTax | number | Box 10, Property tax, if `other` value is a property tax |
| 14 | acquisitionDate | DateString |
Tax1098 Usage:
- TaxData tax1098
FDX Tax Schema and Model Files
To assist developers, we have made available a copy of the FDX tax schema files (yaml) and related model files in csharp, java, python, ruby, and typescript languages at GitHub for a nominal fee. Request GitHub repository access or more information .
SDK (Java Software Development Kit)
A java SDK is available to generate Tax1098 documents as:
- FDX JSON
- QR PDFs and
- Intelligent Tax Documents®
See this GitHub page and contact us at info@taxdataexchange.org to license the SDK.
Introductory SDK pricing is available through November 28, 2025.
