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Tax Statement

Your 2016 tax
statement update

Look for your 2016 tax statement soon

Please verify your email address so you're notified when it's ready

Your tax statement

Your mortgage and/or home equity IRS Form 1098 (Mortgage Interest Statement) for 2016 will be available by the end of January. You can then view and print it at that time. Any co-borrowers on the loan can also view the statement(s) online.

You can also find helpful dates and more information that may be useful when preparing to file your 2016 tax return.

Verify your email

Please make sure your email address is correct because we’ll notify you when your statement is ready online. Sign in to your account above to update your email address.

Note: Most accounts are viewable online.

We’ll also include your year-end tax statement in your January billing statement or mail it to you by January 31, 2017.

Frequently Asked Questions

Information about your IRS Form 1098 (Mortgage Interest Statement)

What deductions can I claim on my income tax return?
We can't provide tax advice. We suggest you contact your tax/financial advisor or the IRS at 1-800-829-1040 or IRS.gov.

I pay mortgage insurance premiums monthly. Why isn’t that listed in Box 5 (Mortgage insurance premiums) on my Form 1098?
Box 5 (Mortgage insurance premiums) applies only to loans closed after December 31, 2006. See the Schedule A (Form 1040) instructions for more information.

Why does my Form 1098 show more mortgage interest paid than last year?
The amount of interest you pay may change from year to year, usually because of a change in your interest rate or in the number of payments we received from you during the calendar year.

Why doesn't my Social Security number appear on Form 1098?
The IRS requires us to report mortgage interest received from the "Payer of Record" on a loan. We report it in the name and Social Security number of the first person listed on the billing statement, who is also known as the primary borrower.

Can reportable interest be claimed by more than one person on their income tax return?
We can't provide tax advice. We suggest you contact your tax/financial advisor or the IRS at 1-800-829-1040 or IRS.gov.

Will I receive more than one Form 1098 for the same property in a year?
You should receive a Form 1098 from each company to which you paid reportable mortgage interest or points. You could receive more than one Form 1098 if you refinanced the property during the year and/or if servicing on the loan was transferred.

Do you report the real estate taxes I paid during the year on Form 1098? And can I deduct them on my income tax return?
The IRS does not require us to report real estate taxes paid by you on Form 1098. We do, however, provide that information to you on the Annual Tax and Interest Statement for informational purposes only. To determine if the real estate taxes you paid are deductible, we suggest you contact your tax/financial advisor or the IRS at 1-800-829-1040 or IRS.gov.

I paid points at closing, so why aren’t they listed in the Points Paid on Purchase of Principal Residence box (Box 6) on my Form 1098?
Not all points are reportable, according to IRS regulations. We suggest you contact your tax/financial advisor or the IRS at 1-800-829-1040 or IRS.gov.

Esta comunicación contiene información importante de la cuenta. Si tiene alguna pregunta o si necesita ayuda con su traducción, comuníquese al 1-800-848-9136 para su cuenta de hipoteca o al 1-800-836-5656 para su cuenta sobre el valor líquido de la propiedad.