Access Forms from Your Dashboard: Start by navigating to the Forms section from your dashboard.

Select the Form: Find the specific 1098 form you need to correct. Select “Correction” from the Actions dropdown menu:

Create Correction: On the next screen, click “Create Correction” to begin the correction process. Please note that filing a correction will involve an additional payment.

Reason for Correction: Select the reason for your correction from the dropdown menu. For instance, if you need to update for Incorrect Borrower Name or TIN, choose that option.

Update Information: Enter the corrected Borrower Name/ TIN in the provided fields. Once done, scroll down and click “Save”

Review Changes: Review the changes you’ve made. When you’re satisfied, click “Save and Create Correction.” You can always click “Cancel” if you feel you’ve made an error or want to cancel your correction process.

Next Steps: On the “What’s Next” page, you’ll be presented with options such as Print Corrected, Print New, Print New & Corrected, eFile Corrected Form, or Return to Forms. Pay attention to the instructions on this page, especially if you’re filing by paper or electronically. Here, we’re going to eFile our Corrected 1098.

Good on you! You’ve eFiled a corrected 1098 for incorrect Borrower Name / TIN.