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How will a bankruptcy discharge affect my monthly account statements?

After the bankruptcy is discharged, we will resume sending statements. However, we will not send statements if the lien was avoided or the property was surrendered in the bankruptcy.

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Is there a personal obligation to repay the amount owed after I receive a chapter 7 discharge?

There is no personal liability for the debt owed; however, a chapter 7 discharge does not eliminate the lien of the mortgage or deed of trust (also known as security instruments). This means that creditors still maintain an interest in the property and can take action to protect that interest.

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Can I still apply for a modification after a bankruptcy discharge?

Yes. We encourage you to ask for assistance if necessary. While it is possible that the bankruptcy discharge eliminated the personal obligation to repay the debt, the lien of the security instrument remains on the property.

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Does bankruptcy affect second mortgages?

Yes. All of the above information regarding discharge and the lien status applies to both first and second mortgage accounts.

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What is the IRS Form 1098, Mortgage Interest Statement?

The IRS Form 1098, Mortgage Interest Statement, is used to report mortgage interest of $600 or more on any one mortgage during the calendar year.

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Why did the IRS Form 1098 not include all the interest I paid in the calendar year?

We only report mortgage interest payments that we received during the calendar year.  If you paid another company interest related to the mortgage loan during the year, you will receive more than one IRS Form 1098.  Also, any amount received from the Homeowner Assistance Fund Program (HAF) that was applied  to mortgage interest will be excluded from the Form 1098 interest amount.

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Where are real estate taxes on the Form 1098?

Box 10 (Other) is used by us to report Real Estate Taxes Paid as a convenience to the customer since this may be a tax-deductible amount.  However, this box is for your information only.  We don’t report this amount to the IRS, and it may be different from what you can claim.

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Why does the Interest on the Form 1098 look different than my prior 1098 forms?

The form might look different because Box 1 Mortgage Interest Received from Payer(s)/Borrower(s) is the mortgage interest amount received from the payer of record during the tax year and includes interest and late charges.  This box would not include prepaid interest or any Homeowner Assistance Funds (HAF) funds applied to interest.  If the loan originated during the referenced tax year, Box 1 would include Closing Interest Paid, negative amortization (deferred interest) paid, shared...

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When will I receive my year-end statement?

For customers electing to receive mailed statements, your year-end statements tax information will be mailed with your January billing statement and postmarked no later than annually on or before January 31st or the following business day, and you should receive your statement within seven to ten days of that mailing. Statements are also posted online within the “Document Center” once available. For customers enrolled in paperless statements, your year-end tax information will be...

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I was on a COVID forbearance plan. Will my 1098 be impacted?

If you did not make payments while on a forbearance, then the amount of mortgage interest received from payer(s)/borrowers (Box 1 on the Form 1098) may be less than prior years. Since every situation is unique, we encourage you to reach out to a trusted tax professional for advice before the end of the tax year.

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