--- title: How to import tax information? description: This part of the documentation discusses how to import tax information. --- [Skip to content](https://help.themortgageoffice.com/knowledge/how-to-import-tax-information#main-content) [![TMO-LO~1](https://help.themortgageoffice.com/hs-fs/hubfs/TMO-LO~1.png?width=200&height=65&name=TMO-LO~1.png)](https://www.themortgageoffice.com/) - [Platform](https://www.themortgageoffice.com/products/) Show submenu for Platform - [Loan Servicing](https://www.themortgageoffice.com/products/loan-servicing-software/) - [Loan Origination](https://www.themortgageoffice.com/products/loan-origination-software/) - [Fund Management](https://www.themortgageoffice.com/products/fund-management-software/) - [Knowledge Hub](https://www.themortgageoffice.com/knowledge-hub/) Show submenu for Knowledge Hub - [Blog](https://www.themortgageoffice.com/blog/) - [Resources](https://www.themortgageoffice.com/resources/) - [Webinars](https://www.themortgageoffice.com/resources/?_resource_types=on-demand-webinars) - [Seminars](https://www.themortgageoffice.com/seminars/) - [FAQs](https://www.themortgageoffice.com/frequently-asked-questions/) - [Release Notes](https://help.themortgageoffice.com/knowledge/release-notes) Open main navigation Close main navigation - [Platform](https://www.themortgageoffice.com/products/) Show submenu for Platform - [Loan Servicing](https://www.themortgageoffice.com/products/loan-servicing-software/) - [Loan Origination](https://www.themortgageoffice.com/products/loan-origination-software/) - [Fund Management](https://www.themortgageoffice.com/products/fund-management-software/) - [Knowledge Hub](https://www.themortgageoffice.com/knowledge-hub/) Show submenu for Knowledge Hub - [Blog](https://www.themortgageoffice.com/blog/) - [Resources](https://www.themortgageoffice.com/resources/) - [Webinars](https://www.themortgageoffice.com/resources/?_resource_types=on-demand-webinars) - [Seminars](https://www.themortgageoffice.com/seminars/) - [FAQs](https://www.themortgageoffice.com/frequently-asked-questions/) - [Release Notes](https://help.themortgageoffice.com/knowledge/release-notes) - [Contact Support](https://help.themortgageoffice.com/knowledge/kb-tickets/new) [Contact Support](https://help.themortgageoffice.com/knowledge/kb-tickets/new?hsLang=en) How can we help you? - There are no suggestions because the search field is empty. 1. 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[General](https://help.themortgageoffice.com/knowledge/tax-forms-management-printing?hsLang=en#general) October 9, 2026 # How to import tax information? ## This part of the documentation discusses how to import tax information. ### To import tax forms: - Click on ![](https://help.themortgageoffice.com/hs-fs/hubfs/image-png-Sep-08-2023-06-55-28-7824-AM.png?width=18&height=23&name=image-png-Sep-08-2023-06-55-28-7824-AM.png) **Loan Servicing** in the left panel of The Mortgage Office®. - Scroll to the bottom of the navigation panel and select one of the following: - **1098 Mortgage Interest:** Only borrowers with the **Tax Reporting** ![Blue Check Box\_r-1](https://help.themortgageoffice.com/hs-fs/hubfs/Blue%20Check%20Box_r-1.png?width=16&height=15&name=Blue%20Check%20Box_r-1.png) option selected are imported. See [Primary Borrower](https://help.themortgageoffice.com/knowledge/primary-borrower-information?hsLang=en). - **1099-INT Interest Income:** Only lenders with the **Tax Reporting** ![Blue Check Box\_r-1](https://help.themortgageoffice.com/hs-fs/hubfs/Blue%20Check%20Box_r-1.png?width=16&height=15&name=Blue%20Check%20Box_r-1.png) option selected are imported. See [General](https://help.themortgageoffice.com/knowledge/how-to-add-or-edit?hsLang=en) lender information. - **1099-MISC Miscellaneous Income:** Only vendors with the **Tax Reporting** ![Blue Check Box\_r-1](https://help.themortgageoffice.com/hs-fs/hubfs/Blue%20Check%20Box_r-1.png?width=16&height=15&name=Blue%20Check%20Box_r-1.png) option selected are imported. See [General](https://help.themortgageoffice.com/knowledge/how-to-add-or-edit?hsLang=en) lender information. - **1099-NEC Nonemployee Compensation.** Only vendors with the **Tax Reporting**  ![Blue Check Box\_r-1](https://help.themortgageoffice.com/hs-fs/hubfs/Blue%20Check%20Box_r-1.png?width=16&height=15&name=Blue%20Check%20Box_r-1.png) option selected are imported. See [General](https://help.themortgageoffice.com/knowledge/how-to-add-or-edit?hsLang=en) lender information. - Select the relevant tax **year** from the drop-down in the top right of the window. - Click ![Add new PLUS sign w border\_r-PNG](https://help.themortgageoffice.com/hs-fs/hubfs/Add%20new%20PLUS%20sign%20w%20border_r-PNG.png?width=31&height=17&name=Add%20new%20PLUS%20sign%20w%20border_r-PNG.png) **New.** - Enter the following information in the **Create New Batch** assistant: | **Field:** | **Description:** | | --- | --- | | First Name | Enter the recipient's **first name**, or if the recipient is an entity, enter the **entity** **name** here. | | Second Name | Enter the recipient's **second name.** | | Street | Enter the recipient's **street.** | | City | Enter the recipient's **city.** | | State | Enter the recipient's **state.** | | Zip Code | Enter the recipient's **zip code.** | | Phone | Enter the recipient's **phone.** | | E-mail Address | Enter the recipient's **e-mail address.** | | Federal TIN | Enter the recipient's **Federal TIN.** | | State TIN | Enter the recipient's **State TIN.** | - Click ![NEXT blue button without border](https://help.themortgageoffice.com/hs-fs/hubfs/NEXT%20blue%20button%20without%20border.png?width=58&height=19&name=NEXT%20blue%20button%20without%20border.png) Next. - Enter a **Description** for the new batch.  - The Batch **Number** is automatically created by the system. - Click ![](https://help.themortgageoffice.com/hs-fs/hubfs/image-png-Dec-18-2023-05-48-01-4372-PM.png?width=58&height=23&name=image-png-Dec-18-2023-05-48-01-4372-PM.png) **Create.** - In the Payers window that opens up, click the ![action](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/action.png?width=15&height=15&name=action.png) **Actions** icon. - Click ![download arrow with button border](https://help.themortgageoffice.com/hs-fs/hubfs/download%20arrow%20with%20button%20border.png?width=33&height=18&name=download%20arrow%20with%20button%20border.png) **Import**. - In the Import Assistant window, fill out the following information: | **Field:** | **Description:** | | --- | --- | | **Reporting for Tax Year** | This is a read-only field that reflects that year you choose in the previous steps. | | **YTD interest Threshold** | Enter the minimum amount of reportable interest (income) the record must have for the tax year. NOTES: - **What is reported under mortgage interest received from borrower(s)?**  - The amount reported is the aggregate of **Interest, Interest Paid on Charges, Prepayment Penalties, Other Taxable, Late Charges** (if selected) for the tax reporting year. - **How do I report Points paid on purchase of principal residence?** To report points the following conditions must be met: - The amount to report must be entered in **Commissions Received**. - The loan's **Closing Date** must be within the reporting tax year. - The primary property's Occupancy must be set to **Owner.** - The Loan Purpose must be set to **Purchase.** TIP: If you are not a licensed user of the DRE module you can, after importing, edit the individual 1098 tax records as required, and manually enter the points paid by borrower. | | **Exclude Records Missing TIN** ![blank check box](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/blank%20check%20box.png?width=16&height=17&name=blank%20check%20box.png) | Select this option to exclude all records with missing or invalid federal tax identification numbers (TINs). TIP: A TIN is considered invalid if it contains less than 9 numeric characters. | | **Report Net Interest (Less Fees) ![blank check box](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/blank%20check%20box.png?width=16&height=17&name=blank%20check%20box.png)** | Select this option to report the amount of interest received by the lender less the sum of all the servicing fees paid during the tax reporting year. TIP: Applies only to Lender 1099-INT Interest Income. | | **Report Late Charges as Interest ![blank check box](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/blank%20check%20box.png?width=16&height=17&name=blank%20check%20box.png)** | Select this option to report as interest all late charges paid by the borrower during the tax reporting year. TIP: Applies only to Borrower 1098 Mortgage Interest. | | **Report Points Paid From** | Use the drop-down menu to select the source of forms paid. | | **Select Categories to Include or Exclude** | **If necessary, use the Select Categories to Include or Exclude** dialog to include or exclude records based on their categories. TIP: Categories are keywords or phrases that help you create logical groups. For example, you can create a category named Commercial and assign it to all loans secured by a commercial property. You can then easily include or exclude any loan with the Commercial category. To learn more read [How to Use the Categories Window](https://help.themortgageoffice.com/knowledge/how-to-use-the-categories-window-lo?hsLang=en). | - Click ![OK](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/OK.png?width=79&height=32&name=OK.png) **OK** to continue or ![](https://help.themortgageoffice.com/hs-fs/hubfs/image-png-Jul-26-2023-04-29-08-2466-PM.png?width=79&height=29&name=image-png-Jul-26-2023-04-29-08-2466-PM.png) **Cancel** to abort. - Records meeting the criteria previously entered will populate the Payers window. - We recommend printing the **audit** report next, **reviewing** the report, then making **corrections** before the final transmittal of the records. 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