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