Looking for a spreadsheet template you can use to file 1098 Forms?
This page provides a 1098 Excel Template you can download to your computer, populate using spreadsheet program and then import inside W2 Mate software to print and e-File your 1098 tax forms.
DOWNLOAD 1098 EXCEL TEMPLATE GO TO 1099 SOFTWARE DETAILS PAGE
| Field Name | Notes | Example |
| PAYER'S/BORROWER'S taxpayer identification no. | This is a mandatory field. Text field, maximum 11 characters long. | 652-45-7888 |
| PAYER'S/BORROWER'S Name (Line One) | This is a mandatory field. Text field, maximum 40 characters long. | John Doe |
| PAYER'S/BORROWER'S Name (Line Two) | Text field, maximum 40 characters long. | |
| PAYER'S/BORROWER'S Address1 | Text field, maximum 30 characters long. | South Orange Drive |
| PAYER'S/BORROWER'S City | Text field, maximum 20 characters long. | Banana Town |
| PAYER'S/BORROWER'S State | Must be one of the following: AA, AC, AE, AK, AL, AP, AR, AS, AZ, CA, CO, CT, DC, DE, FL, GA, GU, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MP, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY | IL |
| PAYER'S/BORROWER'S Zip Code | Text field, maximum 11 characters long. | 25201 |
| Account Number | Text field, maximum 12 characters long. | 652-999 |
| Box 1 Mortgage interest received from payer(s)/borrower(s) | Numeric field (shouldn’t include any non-numeric characters like a ","). | 8953.25 |
| Box 2 Outstanding mortgage principal | Numeric field (shouldn’t include any non-numeric characters like a ","). | 55698.25 |
| Box 3 Mortgage origination date | Text field, maximum 10 characters long. Must be formatted MM/DD/YYYY | 02/22/2014 |
| Box 4 Refund (or credit) of overpaid interest | Numeric field (shouldn’t include any non-numeric characters like a ","). | 100.00 |
| Box 5 Mortgage insurance premiums | Numeric field (shouldn’t include any non-numeric characters like a ","). | 166.31 |
| Box 6 Points paid on purchase of principal residence | Numeric field (shouldn’t include any non-numeric characters like a ","). | 500.00 |
| Box 7 Is address of property securing mortgage same as Borrower's address | This field can either be 1 or 0. 1 means the check box is checked and 0, means it is unchecked. | 0 |
| Box 8 Address of property securing mortgage (Line 1) | Text field, maximum 38 characters long. | 1678 Happy Ln. Unit 2S |
| Box 8 Address of property securing mortgage (Line 2) | Text field, maximum 38 characters long. | Peach Town NC 28209 |
| Box 9 Description of the property (Line 1) | Text field, maximum 38 characters long. | Jackson County MO |
| Box 9 Description of the property (Line 2) | Text field, maximum 38 characters long. | AA-BBB-CC-DD-EE-F-GG-HHH |
| Box 10 Number of mortgaged properties | A number without fractions(an integer) | 2 |
| Box 11 Other | Text field, maximum 35 characters long. | Other notes to borrower |
| 2nd TIN not. | This field can either be 1 or 0. 1 means the check box is checked and 0, means it’s unchecked. | 0 |
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