Short answer
Most tax document questions are related to timing or loan transfers and resolve once documents are fully released after January 31.
What’s happening
Certain situations can affect how tax documents are issued:
• If your loan transferred during the year, you may receive more than one Form 1098
• Each servicer reports only the interest paid while they serviced your loan
• Documents for periods before a transfer must be obtained from your prior servicer
• Tax forms may differ from monthly statements due to IRS reporting requirements
What to expect / What to do
• If a document does not appear, check again after January 31
• If a document won’t download, waiting a bit or trying a different browser or device often resolves the issue
• If you receive more than one Form 1098, your tax preparer may need information from each one
For questions about how tax documents are used when filing, consult a qualified tax professional.
Contact us if…
• A document still appears to be missing or incorrect after January 31
• A document repeatedly fails to download
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