1098 Tax Doc.pdf

Page 1

Paperless Statement/Electronic Only 

[] CORRECTED (if checked) 

RECIPIENT'S/LENDER'S name, street address, city or town, state or province, country, ZIP or 

foreign postal code, and telephone no. 

ROCKET MORTGAGE LLC. 

1050 WOODWARD AVENUE 

DETROIT, MI 48226 

800-508-0944 

*Caution: The amount shown may | 

OMB No. 1545-1380 

not be fully deductible by you 

PAYER'S/BORROWER'S name, street address (including apt. no.), city or town, state or 

province, country, and ZIP or foreign postal code 

9-810-79076-0022827-001-000-000-000-000 

ERIN MCCORMICK 

KELLI LEIGH MCCORMICK 

2349 PINE LAKE AVE 

KEEGO HARBOR MI 48320-1428 

Limits based on the loan amount 

Mortgage 

and the cost and value of the 

Form 1 098 

gag 

secured property may apply. Also, 

" 

Interest 

you may only 

deduct Interest 10 the 

(Rev. April 2025) 

extent it was incurred by you, 

For calendar 

year 

Statement 

actually paid by you, and not 

y 

reimbursed by another person. 

2025 

1 Mortgage interest received from payeris)borrower(s)* 

Copy B 

$ 

9,451.09 

For Payer/ 

2 Outstanding morigage principal 

3 Morigage origination date 

Borrower 

$136,284.90 

06/11/2024 

maton 

oe 

4 Retund of overpaid interest 

5 Morigage Insurance premiums. 

tax information and i being 

furnished to the IRS. I 

you 

$_0.00 

$ 454.56 

ra regied 

of 

8 ei, 

6 Points paid on purchase 

of principal residence 

$0.00 

7 If address of property securing mortgage is the 

same as PAYERS/BORROWER'S address, the 

box is checked, or the address or description is 

I] 

entered in box 8. 

a negligence penalty or other 

sanction may be imposed 

on you if the IRS determines 

that an underpayment of tax 

resuls because you 

8 Address or description of property securing mortgage 

9 Number of properties securing the mortgage | 10 Other 

a deduction for this mortgage 

interest or for these points, 

reported n boxes 1 and 6; 

of because you didn't report 

the refund f interest (box 

4) or because you calmed a 

1 

nondeductive tem. 

TT Vorigage acquisiion ate 

AGGOUNT number (588 MSTuctons) 

3545489962 

RECIPIENT'S/LENDER'S TIN 

PAYER'S/BORROWER'S TIN 

38-2603955 

XXX-XX-0823 

Form 1098 (Rev. 4-2025) 

(Keep for your records) 

www.irs.gov/Form1098 

Department of the Treasury - Internal Revenue Service 

Loan Activity 

2025 

Interest On Escrow 

$0.00 

Current Total Payment 

$1,456.41 

Current Escrow Payment 

$540.88 

Principal Activity 

2025 

Beginning Balance 

$136,284.90 

Payments Applied 

$3,039.78 

Remaining Balance 

$133,245.12 

Total Interest applied in 2025 

2025 Net Interest payments reported to IRS****** 

Escrow Activity 

Beginning Escrow Balance 

Total Deposits 

Total Disbursements 

Closing Escrow Balance 

Disbursement Activity 

FHA/Conv Mtg Ins 

Hazard Insurance 

Property Taxes 

Escrow Refund 

2025 

$3,526.14 

$7,452.76 

$7,627.92 

$3,350.98 

2025 

$454.56 

$1,716.88 

$4,327.51 

$1,128.97 

$9,451.09 

$9,451.09 

This information is being provided to you as required by the IRS. Please consult your tax advisor if you have questions 

regarding this 1098. 

For Clients with paid Mortgage Insurance Premiums: We're providing the mortgage insurance premiums you paid during 

2025 in box 5 of your 1098 mortgage interest statement. However, the premiums may or may not be deductible for 2025. 

We recommend you reach out to a tax professional to find out how to properly file. You can also contact the IRS directly at 

(800) 829-1040 or online at IRS.gov