Show:
Forms
Client Requests
MISC
Corrections
Disputes
100
This form provides details the amount of interest and mortgage-related expenses during the tax year.
What is a 1098?
100
You verify the mailing address, inform client that they can review/print this on the website, OR you order it from PL05 with the CS620 OLLW.
What is the procedure to order a duplicate 1098 statement on an active loan?
100
Why did I receive 2 different year end statements from you this year regarding my loan?
What is refinancing my loan? The loan was refinanced and the client received a statement from each loan with EHM.
100
I need my social security number corrected on my 1098. How do I get this fixed?
What is a CUSSSV task?
100
I didn't order a payoff statement; why did you send me one?
What is a FHA Prepayment Disclosure?
200
Why did I receive this form? My debt was completely cancelled or forgiven.
What is a 1099C?
200
A client goes to Everhome's website, selects year-end statement and clicks "withdrawal of authorization to receive IRS 1098 form electronically."
What is opting out of E-statements? (de-selecting)
200
We can only provide information listed on the 1098; please consult a tax advisor for filing information.
What is the income a client can claim on their taxes?
200
A written request to report my 1098 under my wife's information along with signatures from all borrowers.
What is required to switch the order of names or SSN on the 1098?
200
IRS regulation states that only a certain number of months of interest can be reported within a year.
What is 13 months?
300
Form used to to report to the IRS acquisition or abandonment of property.
What is a 1099A?
300
You complete the paperless year-end duplicate form with pertient information (year, loan number, name of client SSN, mailing address, contact number and CSR ID). Email CS Internal Requests.
What is the purged loan procedure to order year-end statement for current or previous year?
300
Will I receive an e-statement this year for my 1098?...where do you find this information?
What is MAS1/IRS1? (PL05 to PL14)
300
Log code used for returned mail, "undeliverable address".
What is 1RMYES?
300
The client continues to dispute the amount of interest reported and demands it to be corrected.
What is a CUSYEC task?
400
___________ handles calls from callers with certificate numbers, not EHM loan number.
Who is Deena Wright? (1099B/1099INT)
400
Everhome reports two separate year-end statements during the current tax year for the same loan to two different clients
What is an Assumed (assumption) loan?
400
59-3531592
What is EverBank TIN?
400
Everhome does NOT report these on REFIs.
What are Points?
400
These screens are reviewed to confirm the amount of taxes reported on the year end statement, which a client is disputing.
What are TAX1, HTAX, TAXN and HIST screens?
500
I'm a contractor and completed repairs on one of your properties; what is this form that I received?
What is a 1099MISC?
500
When do I need to sign up for e-statement for the next tax reporting year.
What is December 26th (deadline for e-statement consent)?
500
Why do I have to provide "correct" information, sign the form, and send it back to avoid paying $50 fee?
What is a W-9?
500
I received some other documents with my 1098. What are they and why did I receive them?
What are enclosures/disclosures mailed with year-end statements?
500
My payment should have been posted on 12/31/13 but it shows posted 01/05/14.
What is missing payment dispute? (Legally unable to back-date payment to 12-13, if not error caused by EHM)