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1098 Form

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Tax & Mortgage Intelligence

The world's best 1098 extraction

Streamline tax preparation and mortgage workflows. Extract mortgage interest paid, outstanding principal, property taxes, and points from 1098 forms. Automatically recognize form variations and ensure accurate deduction calculations for homeowners and tax professionals.

1098-2024.pdf


Tax year

2024


Recipient tin

***-**-5678


Recipient name

Sarah M. Johnson


Recipient address

123 Maple Street, Denver, CO 80202


Lender tin

84-1234567


Lender name

First National Mortgage Co


Lender address

500 Banking Plaza, Denver, CO 80201


Mortgage interest received

12,456.78


Outstanding mortgage principal

285,000


Mortgage origination date
Jun 15, 2019

Refund of overpaid interest

0


Mortgage insurance premiums

1,200


Points paid on purchase

0


Property address

123 Maple Street, Denver, CO 80202


Number of properties

1


Acquisition date
Jun 15, 2019

Property tax paid

4,200

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Integrations

Connect 1098 Forms across your stack

DocuPipe captures 1098 forms from lender mailings, client uploads, or document portals. Extract mortgage interest, property taxes, and loan details, then sync to tax preparation software or accounting systems.

Sources
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Your business has specific documents with your own rules of how you need to understand them and act on them. Define exactly what you need to extract, reliably, for any layout and language.

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