Form 1098-Mortgage Source Record Format

A 1099 Express source record for Form 1098-Mortgage for Tax Year 2018 looks like this:

B|3|SSN|Cor|For||CS|Name1|Name2|Addr|City|State|Zip|Acct|Box1|Box6|Box4|
Box10|Box5|Box2|Box3|Box7|Box8|NotUsed|Addr2a|Box9

Field 1: Capital "B", This is the Record Identifier.
Field 2: Holds the character "3" indicating 1098-Mortgage.
Filed 3: Payer's Social Security Number.
Field 4: Correction Indicator.
Field 5: Set to "1" if payee is Foreign (outside USA).
Field 6: Empty, Reserved 
Field 7: Combined State Code.
Field 8: Payer Name 1 Field.
Field 9: Payer Name 2 Field, usually empty.
Field 10: Payer Address.
Field 11: Payer City.
Field 12: Payer State Code.
Field 13: Payer Zip Code.
Field 14: Account Information. Must be unique to distinguish corrections for duplicate recipients.
Field 15: Box 1 AMT$ Mortgage interest received from payers/borrowers.
Field 16: Box 6 Amt$ Points paid on purchase of principal residence.
Field 17: Box 4 Amt$ Refund (or credit) of overpaid interest.
Field 18: Box 10 Text: Other information such as real estate taxes, insurance paid, etc. not Required, Max 38 chars.
Field 19: Box 5 Amt$ Mortgage Interest permiums.
Field 20: Box 2 Amt$ Outstanding mortgage principal as of January 1 of the Tax Year.
Field 21: Box 3 Text: Mortgage Origination Date, as MM-DD-YY or M-D-YY or M/D/YY. Imports from Excel as Date.
Field 22: Box 7 Check this box if the addr of prop securing mortgage is Payers address. If not enter address or description in Box 8.
Field 23: Box 8 Text: Property address or description if different from Payer's address, Max 78 chars.
Field 24: Box 9 Text: Property description if no address available in Box 8 above, Max 38 chars. Not used in 2018 forward.
Field 25: Addr2a is Excel header: Payers Address Line 2, if any, for mailing labels only, not shown on form, imports from Excel only.
Field 26: Box 9 Text: Number of mortgaged properites.

In 2018, Boxes 8 and 9 were consolidated into one box 8 of 78 chars.
 Box 9 was removed.
 Box 10 "Number of prop" is now Box9
 Box 11 "Other" now Box 10.
 Box 11 is gone.
 Excel Import headers are different in 2018.
See the folder "Excel Files" in c:\E2018 and forward.

All Fields are normal Ascii strings, without a Ascii Zero trailer. Each record is terminated by a carriage return, line feed sequence.

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