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Showing articles from 1098 tag

Release Notes - 2023-11-08

![][1] **NOVEMBER 8TH, 2023 ANNOUNCEMENTS** **VENTURES** * * * **FlashSpread V2 Updates** * We added a column for the Entity Name in Ventures and placed it next to the Taxpayer column so that users can easily verify the name on the tax document matches the name of the entity on the loan. * We also enabled …

Payments 1098 Report

**Part 1 - Tracking borrowers that are 1098 recipients** The Lender will need to identify which payment accounts require IRS 1098 reporting. There is a helpful report, located in Reports & Letters, to assist in identifying potential 1098 reporting borrowers called **"Payments: Potential 1098 Reporting."** This report…

1098 CSA Reporting (504 Lenders)

The CSA requires specific information from CDC's for the 1098 reporting. Please review this video and the attached handout for specific instructions.

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