---
title: How to print tax forms?
description: This part of the documentation discusses how to print tax forms.
---

[Skip to content](https://help.themortgageoffice.com/knowledge/how-to-print-tax-forms#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. [Knowledge Base](https://help.themortgageoffice.com/knowledge?hsLang=en)
2. [Tax Forms Management & Printing](https://help.themortgageoffice.com/knowledge/tax-forms-management-printing?hsLang=en)
3. [General](https://help.themortgageoffice.com/knowledge/tax-forms-management-printing?hsLang=en#general)

October 9, 2026

# 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 ![](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**
    - **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](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/users.png?width=15&height=15&name=users.png) **Open Payers** from the options in the menu at the top of the page.
- Click the ![print](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/print.png?width=19&height=19&name=print.png) **Print** icon.
- Select ![print tax forms, no button](https://help.themortgageoffice.com/hs-fs/hubfs/print%20tax%20forms%2c%20no%20button.png?width=25&height=17&name=print%20tax%20forms%2c%20no%20button.png) **Print Tax Forms** from the drop-down.
- The **Print** dialog window provides the following options: 
    - **![blue circle around blue dot](https://help.themortgageoffice.com/hs-fs/hubfs/blue%20circle%20around%20blue%20dot.png?width=18&height=18&name=blue%20circle%20around%20blue%20dot.png) Print All Tax Forms.** 
          - Select this option to print all tax forms.
    - **![blue circle around blue dot](https://help.themortgageoffice.com/hs-fs/hubfs/blue%20circle%20around%20blue%20dot.png?width=18&height=18&name=blue%20circle%20around%20blue%20dot.png) Print Tax Forms for Flagged Records Only.** 
          - Select this option to print tax forms for only the ![orange flag, no border](https://help.themortgageoffice.com/hs-fs/hubfs/orange%20flag%2c%20no%20border.png?width=19&height=19&name=orange%20flag%2c%20no%20border.png) **flagged** records.
    - **![blue circle around blue dot](https://help.themortgageoffice.com/hs-fs/hubfs/blue%20circle%20around%20blue%20dot.png?width=18&height=18&name=blue%20circle%20around%20blue%20dot.png) 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 the![alignment button, blue, no border](https://help.themortgageoffice.com/hs-fs/hubfs/alignment%20button%2c%20blue%2c%20no%20border.png?width=76&height=26&name=alignment%20button%2c%20blue%2c%20no%20border.png) **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](https://help.themortgageoffice.com/hs-fs/hubfs/Print%20button.png?width=72&height=24&name=Print%20button.png) **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](https://help.themortgageoffice.com/hs-fs/hubfs/black%20X%20Exit.png?width=16&height=15&name=black%20X%20Exit.png) **Close** or ![CANCEL](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/CANCEL.png?width=61&height=24&name=CANCEL.png) **Cancel** to close the Print Preview window when finished.
- Click ![black X Exit](https://help.themortgageoffice.com/hs-fs/hubfs/black%20X%20Exit.png?width=16&height=15&name=black%20X%20Exit.png) **Exit** or![CANCEL](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/CANCEL.png?width=61&height=24&name=CANCEL.png) **Cancel** in the upper right-hand corner of the **Print Tax Forms** dialog to exit.

- [Getting Started](https://help.themortgageoffice.com/knowledge/getting-started?hsLang=en#main-content)

    - [General](https://help.themortgageoffice.com/knowledge/getting-started?hsLang=en#general)
    - [Basic Information](https://help.themortgageoffice.com/knowledge/getting-started?hsLang=en#basic-information)
    - [New Company Setup](https://help.themortgageoffice.com/knowledge/getting-started?hsLang=en#new-company-setup)
- [User & Group Security](https://help.themortgageoffice.com/knowledge/user-group-security?hsLang=en#main-content)

    - [General](https://help.themortgageoffice.com/knowledge/user-group-security?hsLang=en#general)
    - [Users](https://help.themortgageoffice.com/knowledge/user-group-security?hsLang=en#users)
    - [Groups](https://help.themortgageoffice.com/knowledge/user-group-security?hsLang=en#groups)
    - [Single Sign-On (SSO)](https://help.themortgageoffice.com/knowledge/user-group-security?hsLang=en#single-sign-on-sso)
- [Loan Origination](https://help.themortgageoffice.com/knowledge/loan-origination?hsLang=en#main-content)

    - [Loan Files](https://help.themortgageoffice.com/knowledge/loan-origination?hsLang=en#loan-files)
    - [SmartViews](https://help.themortgageoffice.com/knowledge/loan-origination?hsLang=en#smartviews)
    - [System Administration](https://help.themortgageoffice.com/knowledge/loan-origination?hsLang=en#system-administration)
    - [Lenders](https://help.themortgageoffice.com/knowledge/loan-origination?hsLang=en#lenders)
    - [Lightning Docs](https://help.themortgageoffice.com/knowledge/loan-origination?hsLang=en#lightning-docs)
    - [Integrations](https://help.themortgageoffice.com/knowledge/loan-origination?hsLang=en#integrations)
    - [Borrowers](https://help.themortgageoffice.com/knowledge/loan-origination?hsLang=en#borrowers)
    - [DossDocs](https://help.themortgageoffice.com/knowledge/loan-origination?hsLang=en#dossdocs)
- [Loan Servicing](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#main-content)

    - [General](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#general)
    - [Loan Files](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#loan-files)
    - [Borrowers](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#borrowers)
    - [Terms](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#terms)
    - [Funding](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#funding)
    - [Properties](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#properties)
    - [History](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#history)
    - [Attachments](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#attachments)
    - [Lenders](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#lenders)
    - [Vendors](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#vendors)
    - [Tasks & Reports](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#tasks-reports)
    - [Loan Charges](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#loan-charges)
    - [Commercial Loans](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#commercial-loans)
    - [Lines of Credit/HELOC](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#lines-of-credit-heloc)
    - [Construction Loans](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#construction-loans)
    - [Adjustable Rate Mortgages (ARM)](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#adjustable-rate-mortgages-arm)
    - [Graduated Terms Mortgages (GTM)](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#graduated-terms-mortgages-gtm)
    - [Escrow Administration](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#escrow-administration)
    - [SmartViews](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#smartviews)
    - [Accounting System Integration](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#accounting-system-integration)
    - [Custom Letters and Notices](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#custom-letters-and-notices)
    - [Loan Templates](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#loan-templates)
    - [Data Exports](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#data-exports)
- [Trust Accounting](https://help.themortgageoffice.com/knowledge/trust-accounting?hsLang=en#main-content)

    - [Trust Accounts](https://help.themortgageoffice.com/knowledge/trust-accounting?hsLang=en#trust-accounts)
    - [Register](https://help.themortgageoffice.com/knowledge/trust-accounting?hsLang=en#register)
    - [Clients](https://help.themortgageoffice.com/knowledge/trust-accounting?hsLang=en#clients)
    - [Payees](https://help.themortgageoffice.com/knowledge/trust-accounting?hsLang=en#payees)
    - [Payers](https://help.themortgageoffice.com/knowledge/trust-accounting?hsLang=en#payers)
    - [Tasks & Reports](https://help.themortgageoffice.com/knowledge/trust-accounting?hsLang=en#tasks-reports)
- [Collateralized Mortgage Obligations](https://help.themortgageoffice.com/knowledge/collateralized-mortgage-obligations?hsLang=en#main-content)

    - [Holders](https://help.themortgageoffice.com/knowledge/collateralized-mortgage-obligations?hsLang=en#holders)
- [Mortgage Pool Servicing](https://help.themortgageoffice.com/knowledge/mortgage-pool-servicing?hsLang=en#main-content)

    - [Mortgage Pools](https://help.themortgageoffice.com/knowledge/mortgage-pool-servicing?hsLang=en#mortgage-pools)
    - [Partners](https://help.themortgageoffice.com/knowledge/mortgage-pool-servicing?hsLang=en#partners)
    - [Tasks & Reports](https://help.themortgageoffice.com/knowledge/mortgage-pool-servicing?hsLang=en#tasks-reports)
    - [SmartViews](https://help.themortgageoffice.com/knowledge/mortgage-pool-servicing?hsLang=en#smartviews)
- [ACH Express](https://help.themortgageoffice.com/knowledge/ach-express?hsLang=en#main-content)

    - [General](https://help.themortgageoffice.com/knowledge/ach-express?hsLang=en#general)
- [Online Portals](https://help.themortgageoffice.com/knowledge/online-portals?hsLang=en#main-content)

    - [General](https://help.themortgageoffice.com/knowledge/online-portals?hsLang=en#general)
    - [Online Payments](https://help.themortgageoffice.com/knowledge/online-portals?hsLang=en#online-payments)
    - [Borrowers](https://help.themortgageoffice.com/knowledge/online-portals?hsLang=en#borrowers)
    - [Lenders](https://help.themortgageoffice.com/knowledge/online-portals?hsLang=en#lenders)
    - [Partners](https://help.themortgageoffice.com/knowledge/online-portals?hsLang=en#partners)
    - [Investment Offerings](https://help.themortgageoffice.com/knowledge/online-portals?hsLang=en#investment-offerings)
    - [Messages](https://help.themortgageoffice.com/knowledge/online-portals?hsLang=en#messages)
- [Tax Forms Management & Printing](https://help.themortgageoffice.com/knowledge/tax-forms-management-printing?hsLang=en#main-content)

    - [General](https://help.themortgageoffice.com/knowledge/tax-forms-management-printing?hsLang=en#general)
    - [Tax Forms](https://help.themortgageoffice.com/knowledge/tax-forms-management-printing?hsLang=en#tax-forms)
- [Consumer Credit Reporting (Metro-2)](https://help.themortgageoffice.com/knowledge/consumer-credit-reporting-metro-2?hsLang=en#main-content)

    - [Metro-2 Fundamentals](https://help.themortgageoffice.com/knowledge/consumer-credit-reporting-metro-2?hsLang=en#metro-2-fundamentals)
- [Custom Letters, Notices and Mailing Labels](https://help.themortgageoffice.com/knowledge/custom-letters-notices-and-mailing-labels?hsLang=en#main-content)

    - [Custom Letters](https://help.themortgageoffice.com/knowledge/custom-letters-notices-and-mailing-labels?hsLang=en#custom-letters)
    - [Custom Notices](https://help.themortgageoffice.com/knowledge/custom-letters-notices-and-mailing-labels?hsLang=en#custom-notices)
- [Custom (User Defined) Fields](https://help.themortgageoffice.com/knowledge/custom-user-defined-fields?hsLang=en#main-content)

    - [General](https://help.themortgageoffice.com/knowledge/custom-user-defined-fields?hsLang=en#general)
- [Options](https://help.themortgageoffice.com/knowledge/options?hsLang=en#main-content)

    - [General](https://help.themortgageoffice.com/knowledge/options?hsLang=en#general)
    - [User Preferences Options](https://help.themortgageoffice.com/knowledge/options?hsLang=en#user-preferences-options)
    - [Loan Servicing Options](https://help.themortgageoffice.com/knowledge/options?hsLang=en#loan-servicing-options)
- [Importing](https://help.themortgageoffice.com/knowledge/importing?hsLang=en#main-content)

    - [To Loan Servicing](https://help.themortgageoffice.com/knowledge/importing?hsLang=en#to-loan-servicing)
    - [From an Excel file](https://help.themortgageoffice.com/knowledge/importing?hsLang=en#from-an-excel-file)
    - [Field Mappings](https://help.themortgageoffice.com/knowledge/importing?hsLang=en#field-mappings)
- [Online](https://help.themortgageoffice.com/knowledge/online?hsLang=en#main-content)

    - [General](https://help.themortgageoffice.com/knowledge/online?hsLang=en#general)
- [Text Messages](https://help.themortgageoffice.com/knowledge/text-messages?hsLang=en#main-content)

    - [General](https://help.themortgageoffice.com/knowledge/text-messages?hsLang=en#general)
- [Pulse](https://help.themortgageoffice.com/knowledge/pulse?hsLang=en#main-content)

    - [General](https://help.themortgageoffice.com/knowledge/pulse?hsLang=en#general)
- [Insurance Tracking](https://help.themortgageoffice.com/knowledge/insurance-tracking?hsLang=en#main-content)

    - [General](https://help.themortgageoffice.com/knowledge/insurance-tracking?hsLang=en#general)
- [API Docs](https://help.themortgageoffice.com/knowledge/api-docs?hsLang=en)
- [Release Notes](https://help.themortgageoffice.com/knowledge/release-notes?hsLang=en)
- [Desktop](https://help.themortgageoffice.com/knowledge/desktop?hsLang=en)
- [Onboarding](https://help.themortgageoffice.com/knowledge/onboarding?hsLang=en#main-content)

    - [Loan Origination](https://help.themortgageoffice.com/knowledge/onboarding?hsLang=en#loan-origination)

[![Chill listening crop-3](https://help.themortgageoffice.com/hs-fs/hubfs/TMO-LO~1.jpg?width=125&height=55&name=TMO-LO~1.jpg "Chill listening crop-3")](https://www.themortgageoffice.com/)

7755 Center Ave, Suite 800  
Huntington Beach, CA 92647

<https://www.linkedin.com/company/696920> <https://www.facebook.com/appliedbusinesssoftware> <https://twitter.com/TMOsoftware> <https://www.instagram.com/themortgageoffice/> [mailto:support@themortgagoffice.com](mailto:support@themortgagoffice.com)

Copyright © 2025, The Mortgage Office®