FORM 1098 File Schema

Sample File = Schema\2019\TEXT\T98.txt


String fields are displayed within quotations

CRLF=Carriage Return Line Feed (Hex 0D0A)

 

"Name line 1"

"Name line 2"

"Street address line 1"

"Street address line 2"

"City"

"State"

"Zip code"

"USPS Delivery Point"

"Foreign address indicator" ¹

"Foreign city, province, postal code, etc."

"Apartment number" (4 character maximum)

"TIN Type"

"Taxpayer ID"

"Name control"

"Account number"

"Occupancy date (from)" ² ³

"Occupancy date (to)" ² ³

Payer shares ³

Payer percentage of maintenance paid ³

Real estate taxes

Amortization

Capital reserve fund

Box 1 - Mortgage interest received from payer

Box 2 - Outstanding mortgage principal as of 1/1/2019

"Box 3 - Mortgage origination date" ²

Box 4 - Refund of overpaid interest

Box 5 - Mortgage insurance premiums

Box 6 - Points paid on purchase of principal residence

"Box 7 - Property securing mortgage indicator" ¹

"Box 8 - Address of property securing mortgage line 1"

"Box 8 - Address of property securing mortgage line 2"

"Box 8 - Address of property securing mortgage line 3"

"Box 8 - Address of property securing mortgage line 4"

"Box 8 - Address of property securing mortgage line 5"

Box 9 - Number of properties securing the mortgage

"Box 10 - Other line 1"

"Box 10 - Other line 2"

"Box 11 - Mortgage acquisition date" ²

"Do not print indicator" ¹

"E-Mail address"

"Client ID"

CRLF

 

¹ "X" if applicable, otherwise, enter a null string ""

² Use format MMDDYYYY or MMDDYY (21st century is assumed).

³ Applies only to cooperatives