6bc3f3a21f
- tax/: 84 files across 2014-2025 with full .md transcriptions - immigration/: 734 files (H-1B, green card, visa stamping, travel visas, passport) with 26 summary.md files - Loose files sorted: SSN cards → id/, vaccines → medical/covid/, credit check + lease addendum → lease/, UChicago offer → employment/, wine archive → receipts/ - home.md: removed green card timeline (moved to immigration/greencard/greencard/summary.md)
43 lines
1.5 KiB
Markdown
43 lines
1.5 KiB
Markdown
---
|
|
type: 1098
|
|
category: tax
|
|
person: [xuewei-jiang, yanxin-lu]
|
|
date: 2023-12-31
|
|
source: mortgage_1098_2023.pdf
|
|
---
|
|
|
|
# Form 1098 - Mortgage Interest Statement 2023
|
|
|
|
## Lender Information
|
|
- **Recipient/Lender**: JPMorgan Chase Bank, N.A. - Home Lending
|
|
- **Address**: 3415 Vision Drive OH4-7214, Columbus, OH 43219-6009
|
|
- **Lender TIN**: 13-4994650
|
|
- **Phone**: 1-800-848-9136
|
|
|
|
## Borrower Information
|
|
- **Payer/Borrower**: Xuewei Jiang & Yanxin Lu
|
|
- **Address**: 12421 Sanford St, Los Angeles, CA 90066
|
|
- **Borrower TIN (Last 4)**: 3215
|
|
- **Account Number**: 1360684321
|
|
|
|
## Mortgage Data
|
|
|
|
| Box | Description | Amount |
|
|
|-----|-------------|--------|
|
|
| 1 | Mortgage interest received from payer(s)/borrower(s) | $49,391.72 |
|
|
| 2 | Outstanding mortgage principal | $1,477,571.69 |
|
|
| 3 | Mortgage origination date | 04/12/2022 |
|
|
| 4 | Refund of overpaid interest | (blank) |
|
|
| 5 | Mortgage insurance premiums | (blank) |
|
|
| 6 | Points paid on purchase of principal residence | (blank) |
|
|
| 7 | Property address same as borrower | (not checked) |
|
|
| 8 | Address of property securing mortgage | 12421 Sanford St, Los Angeles, CA 90066 |
|
|
| 9 | Number of properties securing mortgage | (blank) |
|
|
| 10 | Other | (blank) |
|
|
| 11 | Mortgage acquisition date | (blank) |
|
|
|
|
## Additional Information
|
|
- Real Estate Taxes Paid: $0.00
|
|
- Warning: Interest may be overstated in Box 1 if payments are subsidized by a state-funded program
|
|
- Note: Deductible interest limited to $750,000/$1,477,571.69 ratio of $49,391.72 = approximately $25,370 claimed on Schedule A
|