Phlebotomist/lab assistant 30 yrs experience specimen processing EKG.
Resume:
Form ****
*Caution: The amount shown may not
be fully deductible by you. Limits based
on the loan amount and the cost and
value of the secured property may apply.
Also, you may only deduct interest to the
extent it was incurred by you, actually
paid by you, and not reimbursed by
another person.
CORRECTED (if checked)
Account number (see instructions)
10 Other
RECIPIENT’S/LENDER’S TIN PAYER’S/BORROWER’S TIN
Mortgage
Interest
State ment
Copy B
For Payer/
Borrower
The information in boxes 1
through 9 and 11 is important
tax information and is being
furnished to the IRS. If you
are required to file a return,
a negligence penalty or other
sanction may be imposed
on you if the IRS determines
that an underpayment of tax
results because you overstated
a deduction for this mortgage
interest or for these points,
reported in boxes 1 and 6;
or because you didn’t report
the refund of interest (box
4); or because you claimed a
nondeductible item.
RECIPIENT’S/LENDER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no.
PAYER’S/BORROWER’S name, street address (including apt. no.), city or town, state or province, country, and ZIP or foreign postal code
1 Mortgage interest received from payer(s)/borrower(s)* 2 Outstanding mortgage principal 3 Mortgage origination date 4 Refund of overpaid interest 5 Mortgage insurance premiums 8 Address or description of property securing mortgage 9 Number of properties securing the mortgage
7 If address of property securing mortgage is the
same as PAYER’S/BORROWER’S address, the
box is checked, or the address or description is
entered in box 8.
6 Points paid on purchase
of principal residence
$
$
$
$
$
11 Mortgage acquisition date
2021
Instructions for Payer/Borrower
A person (including a fi nancial institution, a governmental unit, and a cooperative housing corporation) who is engaged in a trade or business and, in the course of such trade or business, received from you at least $600 of mortgage interest (including certain points) on any one mortgage in the calendar year must furnish this statement to you. If you received this statement as the payer of record on a mortgage on which there are other borrowers, furnish each of the other borrowers with information about the proper distribution of amounts reported on this form. Each borrower is entitled to deduct only the amount he or she paid and points paid by the seller that represent his or her share of the amount allowable as a deduction. Each borrower may have to include in income a share of any amount reported in box 4. If your mortgage payments were subsidized by a government agency, you may not be able to deduct the amount of the subsidy. See the instructions for Schedule A, C, or E (Form 1040) for how to report the mortgage interest. Also, for more information, see Pub. 936 and Pub. 535. Payer’s/Borrower’s taxpayer identifi cation number (TIN). For your protection, this form may show only the last four digits of your TIN (SSN, ITIN, ATIN, or EIN). However, the issuer has reported your complete TIN to the IRS.
Account number. May show an account or other unique number the lender has assigned to distinguish your account.
Box 1. Shows the mortgage interest received by the recipient/lender during the year. This amount includes interest on any obligation secured by real property, including a mortgage, home equity loan, or line of credit. This amount does not include points, government subsidy payments, or seller payments on a “buydown” mortgage. Such amounts are deductible by you only in certain circumstances.
If you prepaid interest in 2021 that accrued in full by January 15, 2022, this prepaid interest may be included in box 1. However, you cannot deduct the prepaid amount in 2021 even though it may be included in box 1.
If you hold a mortgage credit certifi cate and can claim the mortgage interest credit, see Form 8396. If the interest was paid on a mortgage, home equity loan, or line of credit secured by a qualifi ed residence, you can only deduct the interest paid on acquisition indebtedness, and you may be subject to a deduction limitation.
Box 2. Shows the outstanding principal on the mortgage as of January 1, 2021. If the mortgage originated in 2021, shows the mortgage principal as of the date of origination. If the recipient/ lender acquired the loan in 2021, shows the mortgage principal as of the date of acquisition. Box 3. Shows the date of the mortgage origination. Box 4. Do not deduct this amount. It is a refund (or credit) for overpayment(s) of interest you made in a prior year or years. If you itemized deductions in the year(s) you paid the interest, you may have to include part or all of the box 4 amount on the “Other income” line of your 2021 Schedule 1 (Form 1040). No adjustment to your prior year(s) tax return(s) is necessary. For more information, see Pub. 936 and Itemized Deduction Recoveries in Pub. 525. Box 5. If an amount is reported in this box, it may qualify to be treated as deductible mortgage interest. See the 2021 Schedule A (Form 1040) instructions and Pub. 936. Box 6. Not all points are reportable to you. Box 6 shows points you or the seller paid this year for the purchase of your principal residence that are required to be reported to you. Generally, these points are fully deductible in the year paid, but you must subtract seller-paid points from the basis of your residence. Other points not reported in box 6 may also be deductible. See Pub. 936 to fi gure the amount you can deduct.
Box 7. If the address of the property securing the mortgage is the same as the payer’s/borrower’s, either the box has been checked, or box 8 has been completed. Box 8. Shows the address or description of the property securing the mortgage. Box 9. If more than one property secures the loan, shows the number of properties securing the mortgage. If only one property secures the loan, this box may be blank. Box 10. The interest recipient may use this box to give you other information, such as real estate taxes or insurance paid from escrow.
Box 11. If the recipient/lender acquired the mortgage in 2021, shows the date of acquisition. Future developments. For the latest information about developments related to Form 1098 and its instructions, such as legislation enacted after they were published, go to www.irs.gov/Form1098. FreeFile. Go to www.irs.gov/FreeFile to see if you qualify for no-cost online federal tax preparation, e-fi ling, and direct deposit or payment options. Form 1098 (keep for your records) www.irs.gov/Form1098 Department of the Treasury - Internal Revenue Service x35000.21
VTB
VICKIE BULICH
920 E MONROE ST
BOONVILLE IN 47601-2332
2-811-17917-0094327-001-000-000-000-000
38-3931971
02/01/2021 067*******
920 E MONROE ST
BOONVILLE IN 47601
XXX-XX-7115
3,048.16
63,277.52 02/15/2019
$759.68 Taxes Paid
REPRESENTATION OF PRINTED DOCUMENT
NEWREZ LLC DBA SHELLPOINT MORTGAGE SERVICING
P.O. BOX 10826
GREENVILLE, SC 29603-0826
CUSTOMER SERVICE 866-***-****
(THIS SECTION INTENTIONALLY LEFT BLANK)
Contact this candidate