On the dashboard, go to Create a Form. Click “Add New.”

A dropdown menu will appear to “Select a form.” Click the dropdown menu.

Simply select “1098” out of the form options.

After you select your 1098 option, you’ll be able to choose a Payer and/or Recipient.

Select your Payer.

Next, you’ll select your Recipient.

Fill in your 1098 data and click “Save.”

If you have errors in your 1098 data, the following screen will appear. Click “View Errors” to see what needs to be corrected.

You’ll get a notification letting you know what’s wrong with your information.

Click “Close” and fix your errors.

Fix your errors and then click “Save” at the bottom right of your screen.

If your data is entered correctly, you’ll get confirmation that your filing contains no errors.

To start another Federal 1098, click “Start another Federal 1098.”

To edit your 1098, Click on “Filings.”

Click on the form you’d like to edit.

You’ll be able to edit Payer, Recipient and 1098 data on the same page.

Simply click “Save” again when you’re finished editing your data and go back to your Filings.

To delete your 1098, select the box or boxes you want to delete and click “Delete” at the top of the screen.

Click “Delete.”

Confirm or cancel deleting your 1098 by clicking “Delete Filings” or “Close.”

Warning: once you’ve clicked “Delete Filings,” you will not be able to find that data in your Filings list. Be sure throughout this process that you’ve selected exactly what you want deleted.

Good on you! You’ve just added, edited and deleted a Federal 1098 Mortgage Interest Form!