Windows desktop software by ERICH Incorporated · Your source data stays on your computer608-444-6575
1098 software

1098 software for mortgage interest statement.

Use 1099ERICH to bring structured CSV or Excel data into a local Windows workflow, check records before filing, print recipient copies, and create IRS IRIS upload files for Form 1098.

Form-specific workflow

Prepare Form 1098 without retyping every return into a portal.

Form 1098, Mortgage Interest Statement, is commonly used by mortgage lenders, servicers, and other mortgage interest filers. 1099ERICH is designed to help organize mortgage interest and borrower information in a repeatable desktop workflow.

What the software does

  • Imports the required structured CSV or Excel layout for Form 1098.
  • Checks imported records for missing or incorrectly formatted information before you create filing files.
  • Lets you correct the source spreadsheet and re-import until the validation report is clean.
  • Prints recipient copies locally, including masked taxpayer identification numbers where appropriate.
  • Creates IRS IRIS CSV upload files in blocks of no more than 250 records for the supported workflow.

Why a dedicated 1098 workflow helps

When you prepare many 1098 returns, a consistent import layout can reduce repetitive typing and make corrections easier to control. Your source file remains on your computer during the normal software workflow, and you upload the final files through your own IRS IRIS access.

1098 softwareForm 1098 softwaremortgage interest statement software
Related information returns

Other form-specific software pages.

Use the dedicated pages below to review related information-return workflows.

IRS form availability can change by processing year and tax year. Verify current IRIS support and filing instructions at IRS.gov before filing.

From the 1099ERICH blog

1098 Software: A Structured Workflow for Mortgage Interest Statements

Learn how 1098 software can support mortgage interest statement preparation with structured imports, validation, recipient copies, and filing-file creation.

Read the 1098 Guide

Need 1098 software for a larger recipient list?

Use one controlled source file, validate before filing, and generate recipient copies and IRIS upload files from the same workflow.

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