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How to print tax forms?

This part of the documentation discusses how to print tax forms.

NOTE: 1098 Mortgage Interest: Due dates. Furnish Copy B of this form to the recipient by January 31. File Copy A of this form with the IRS by February 28. If you file electronically, the due date is March 31. To file electronically, you must have software that generates a file according to the specifications in Pub. 1220, Specifications for Filing Forms 1098, 1099, 5498, and W-2G Electronically or Magnetically. IRS does not provide a fill-in form option.

To print tax forms:

    • Click on  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
      • 1099-INT Interest Income
      • 1099-MISC Miscellaneous Income
      • 1099-NEC Nonemployee Compensation
    • Select the relevant tax year from the drop-down in the top right of the window.
    • Highlight by clicking on a batch from the list of records in the grid. 
    • Click users Open Payers from the options in the menu at the top of the page.
    • Click the print Print icon.
    • Select print tax forms, no button Print Tax Forms from the drop-down.
    • The Print dialog window provides the following options:
      • blue circle around blue dot Print All Tax Forms.
        • Select this option to print all tax forms.
      • blue circle around blue dot Print Tax Forms for Flagged Records Only.
        • Select this option to print tax forms for only the orange flag, no border flagged records.
      • blue circle around blue dot Print Tax Forms for Highlighted Record Only. 
        • Select this option to print a single tax form for the selected record.

    NOTES:

    • Tax forms must be printed and mailed before January 31. Copy A may not need to be printed if you're required to file electronically with the Internal Revenue Service. The forms can be printed for all or selected records.
    • Before printing the forms, it is strongly recommended that you use thealignment button, blue, no border Alignment button to make sure the printing is properly aligned with your forms.
    • Use the drop-down to select which copy you wish to print. 

    NOTE: Copies A, B, and C have formatting differences.

    • Click Print button Print to preview, print, or email the document.

    CAUTION: In order to print the tax forms correctly, you do need the correct format of paper to print on.

    ABS can provide the correct format for a fee. If you'd like to explore this option, reach out to your account manager. 

    • Click black X Exit Close or CANCEL Cancel to close the Print Preview window when finished.
    • Click black X Exit Exit orCANCEL Cancel in the upper right-hand corner of the Print Tax Forms dialog to exit.

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