Transcript: Tax statement
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This video opens with a logo over blue:
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Chase.
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Text appears beside a stack of animated documents with a home icon:
Narrator:
Tax season has arrived – and we're here to help you navigate your tax documents with ease!
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Chase cannot provide tax advice. For more information, we suggest contacting your own tax advisor or the IRS at 1-800-829-1040 or go to IRS.gov.
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Accessing Your Tax Documents.
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Text appears as a circular green cursor navigates a Chase Accounts Overview screen.
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Once signed in to your Chase account, on the Chase Mobile app or Chase.com, you can view your mortgage loan details from the Overview page.
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A tile labeled 'Chase MyHome' is highlighted.
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You can also access your mortgage tax statement in Chase MyHome, along with other personalized insights! From the Overview page, navigate to the Statements and documents tab. Select your mortgage account, and then download your Form 1098 Mortgage Interest Statement.
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The cursor complies, and clicks a download arrow. A heading appears over blue:
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Understanding your Form 1098 Mortgage Interest Statement.
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More text continues beside Chase tax forms:
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Let's review two sections of your Form 1098, Interest Paid and Outstanding Principal Balance, to help you understand what's included on your statement.
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A section of the form is highlighted:
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Box 1: Interest paid last year. Box 1 shows the mortgage interest received during the year being reported.
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Another box is highlighted:
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Box 2 reflects one of three things: Your balance as of January 1st of the tax year being reported. Otherwise, Box 2 will reflect the date your loan started, or was transferred to Chase during the year.
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The principle balance appears, along with a payoff countdown.
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This is why the principal balance in Box 2 may be higher than the current principal balance of your loan.
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Looking ahead: Plan for your financial future.
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Text continues beside tiles from the Chase Mortgage dashboard. They include ways to lower your mortgage payment, principal balance, and account activity.
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Now that you've taken care of tax prep, it's the perfect time to set new financial goals for the year. Curious about your current principal balance? You can easily check it anytime in Chase MyHome.
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More tiles appear under the page heading:
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Homeowner goals.
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They include:
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- See what an extra payment can do;
- See if a refinance makes sense for you;
- and Personalized tools and resources.
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Dive into Chase MyHome's dashboard to craft personalized goals and track your progress toward them!
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Tools appear, including an
- Affordability calculator
- Purchase rates
- Offers
- and Refinance rates.
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Plus, you'll find helpful tools to explore potential savings, flexible payment options, and more — all in one convenient place
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The mortgage dashboard returns.
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Here's to a smooth tax season and a successful year ahead!
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This video ends with a logo over blue:
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Chase.
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Legal disclosures:
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Tools and calculators are provided as a courtesy to help you estimate your mortgage needs. Results shown are estimates only. Speak with a Chase Home Lending Advisor for more specific information. Message and data rates may apply from your service provider.
The results of this calculator are an estimate only. Calculator results do not reflect all loan types and are subject to individual program loan limits. Results are based on the inputs you enter and whether you calculate affordability by “payment” or “income” in the “Loan & Borrower Info” section. The mortgage you could afford depends on many factors, including your total monthly payment, income, debt obligations, creditworthiness, down payment amount and other factors your lender may consider.
You should review your personal situation and work with your financial advisor to decide how much you can comfortably afford to borrow.
Beside the Equal Housing Opportunity logo, disclosures continue: 'Copyright 2026 JPMorgan Chase & Co. JP Morgan Chase Bank, N.A. Member FDIC. Restrictions and limitations apply to the access of Chase MyHome.