The 1098 Reporting report will display all loans with mortgage interest information.
For a loan to appear in this report: Funding > Funded Date must be between the Funded Date Range selected.
Include Archived Loans check box is available to be marked if archived loans are to be included in the report findings.
A Funded Date Range can be selected and will be the date range that determines the loan files that will fall into the report based on the funded date of the loan.
Enter in the Records/Page amount which can range between ten and two hundred.
Click Submit after all applicable information has been entered.
1098 Reporting results will display.
A Printer Friendly Version link will display and if clicked, users will have the ability to print the report results.
The Beginning Date and End Date previously entered on the Report Filter will display in the upper right corner of the screen.
A Return to Report Filter link will display and if clicked, the user will return to the report filter to make changes and re-run the report.
The Report results will display with the following parameters: RCP TIN, First Name, Last Name/Company, Name Line 2, Address Type, Address Deliv/Street, Address Apt/Suite, City, State, Zip, Country, RCP Account, Email, Box 1 amount, Box 2 amount, Box 3 amount, Box 4 amount, Box 5 all lines, Form Category, Form Source, Tax State, and FED TAX ID
To Export the report in CSV format, click the button in the upper right corner of the screen, Export CSV. To review the report, click the Download Report link. To save the report to a local computer, right-click the Download Report link and click Save Target As.
To Export the report in Tab format, click the button in the upper right corner of the screen, Export Tab. To review the report, click the Download Report link. To save the report to a local computer, right-click the Download Report link and click Save Target As.