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Annual 1098 Processing
Annual 1098 Processing
Curriculum
4 Sections
14 Lessons
Lifetime
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General Information
6
1.0
What is IRS Form 1098?
1.1
Due Dates
1.2
Required Fields
1.3
Reconcile Previous Year
1.4
Register to file electronically with IRS
1.5
Obtain scannable forms to print
Annual Processing
6
2.1
Getting Started
2.2
Step 1 – Print Exceptions
2.3
Step 2 – Print Register Report
2.4
Step 3 – Print Paper 1098s
2.5
Step 4 – Print 1096 (or eFile to IRS)
2.6
Step 5 – Release Copy B via Borrower Portal
Corrections
1
3.0
Processing Corrected 1098s
OPTIONAL - Use eFileMagic
1
4.0
What is eFileMagic?
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