019: Form 1098 and the SSN Shuffle

The Field Agent Chronicles
(The Shows between the Seasons where Czarina interviews someone she likes or talks about whatever she wants.)

Form 1098 and the SSN Shuffle

(Psst! …Czarina sings in this one!)
[00:40] Episode Intro: Let’s talk about the 1098

1098 is, in a nutshell, a form you have to send to your borrowers stating how much interest they paid in a calendar year.

[02:20] How it’s changed recently: the form, due date
[04:08] 1098 Breakdown
[08:12] 1098 and the SSN relationship
[10:24] Major change: form requires more details about the loan
[14:09] One Major Problem: The SSN Shuffle
[15:55] Tips on Acquiring
[25:07] Wrap-up

I have always been an advocate for servicers. They are worth their weight in gold. -Czarina

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