Document

You might also like

Download as pdf or txt
Download as pdf or txt
You are on page 1of 4

IMPORTANT TAX RETURN

RUSHMORE LOAN MANAGEMENT SERVICES LLC

8616 FREEPORT PARKWAY SUITE 100 INFORMATION BELOW


IRVING, TX 75063

888-504-6700

ACCOUNT NUMBER: 7602517481

------ manifest line ---------


ALEX PADILLA
MICHELE PADILLA
1925 ROBERT ST
LODI CA 95242-2233

DTTAFADDTTFTDTFTFDTDDADADAFADFATDDFTAAAFDTTADFAAATDFDTDFADDDTDFFT

173537 1/2
Important Information
In California, additional accountings may be requested by the mortgagor, trustor, or vendee pursuant to Civil Code

2954. In California, if you have Private Mortgage Insurance ("PMI") on your loan, and if certain conditions are satisfied,

you may be able to cancel the PMI coverage based upon various factors, including appreciation of the value of the

property derived from a current appraisal performed by an appraiser selected by us and paid for by you. Please

contact us at the above address and phone number for additional information concerning your cancellation rights, if

any. This notice satisfies the requirements of California Civil Code Section 2954.6.

CORRECTED (if checked)


*Caution: The amount shown may OMB No. 1545-1380

Mortgage
RECIPIENT'S/LENDER'S name, street address, city or town, state or
not be fully deductible by you.
province, country, ZIP or foreign postal code, and telephone no.
Limits based on the loan amount
1098
Interest
Form
and the cost and value of the

RUSHMORE LOAN MANAGEMENT SERVICES LLC secured property may apply. Also,

Statement
you may only deduct interest to
(Rev. January 2022)
ALGPBPHMHLGPFJBKAPFIEIDNGLEPAPGK

AGGMOCOOIOOGGCOKACCMMOKCAMAMIAOK

8616 FREEPORT PARKWAY SUITE 100 the extent it was incurred by you,

IRVING, TX 75063 actually paid by you, and not For calendar year

reimbursed by another person. 2022

888-504-6700
1 Mortgage interest received from payer(s)/borrower(s)* Copy B
$ 1,167.51 For Payer/

RECIPIENT'S/LENDER'S TIN PAYER'S/BORROWER'S TIN


2 Outstanding mortgage 3 Mortgage origination date Borrower
principal

03/22/2006 The information in boxes 1


26-3416474 ***-**-7576 $ 41,004.83
through 9 and 11 is
4 Refund of overpaid 5 Mortgage insurance important tax information
--- no inserts ---

interest premiums and is being furnished to

PAYER'S/BORROWER'S name $ 0.00 $ 0.00 the IRS. If you are required

to file a return, a negligence


ALEX PADILLA 6 Points paid on purchase of principal residence
penalty or other sanction

MICHELE PADILLA $ 0.00 may be imposed on you if

the IRS determines


Street address (including apt. no.) 7 If address of property securing mortgage is the same as
that an underpayment of
PAYER'S/BORROWER'S address, the box is checked, or the
1925 ROBERT ST tax results because you
address or description is entered in box 8 overstated a deduction for

this mortgage interest or for

City or town, state or province, country, and ZIP or foreign postal code 8 Address or description of property securing mortgage (see these points, reported in

instructions) boxes 1 and 6; or because

you didn't report the refund


LODI CA 95242-2233
of interest (box 4); or

1925 ROBERT ST because you claimed a


9 Number of properties securing the 10 Other
nondeductible item.
mortgage
LODI CA 95242-2233
$ 0.00
001 11 Mortgage

acquisition date
Account number (see instructions)

7602517481

Form 1098 (Rev. 1-2022) (Keep for your records) www.irs.gov/Form1098 Department of the Treasury - Internal Revenue Service
ALGPBPHMHIBMGK
APHMOGNOOBFCPK
AELCCHJGPADMJK
DDLLDDLLLLDLLL

Instructions for Payer/Borrower


A person (including a financial institution, a governmental unit, and a cooperative Box 2. Shows the outstanding principal on the mortgage as of January 1 of the

housing corporation) who is engaged in a trade or business and, in the course of calendar year. If the mortgage originated in the calendar year, shows the mortgage

such trade or business, received from you at least $600 of mortgage interest principal as of the date of origination. If the recipient/lender acquired the loan in the

(including certain points) on any one mortgage in the calendar year must furnish calendar year, shows the mortgage principal as of the date of acquisition.

this statement to you.


Box 3. Shows the date of the mortgage origination.

If you received this statement as the payer of record on a mortgage on which Box 4. Do not deduct this amount. It is a refund (or credit) for overpayment(s)
there are other borrowers, furnish each of the other borrowers with information of interest you made in a prior year or years. If you itemized deductions in the
about the proper distribution of amounts reported on this form. Each borrower is year(s) you paid the interest, you may have to include part or all of the box 4
entitled to deduct only the amount each borrower paid and points paid by the seller amount on the “Other income” line of your calendar year Schedule 1 (Form 1040). No
that represent each borrower's share of the amount allowable as a deduction. Each adjustment to your prior year(s) tax return(s) is necessary. For more information,
borrower may have to include in income a share of any amount reported in box 4. see Pub. 936 and Itemized Deduction Recoveries in Pub. 525.

If your mortgage payments were subsidized by a government agency, you


Box 5. If an amount is reported in this box, it may qualify to be treated as
may not be able to deduct the amount of the subsidy. See the instructions for
deductible mortgage interest. See the calendar year Schedule A (Form 1040)
Schedule A, C, or E (Form 1040) for how to report the mortgage interest. Also, for
instructions and Pub. 936.
more information, see Pub. 936 and Pub. 535.

Box 6. Not all points are reportable to you. Box 6 shows points you or the seller
Payer's/Borrower's taxpayer identification number (TIN). For your protection,

this form may show only the last four digits of your TIN (SSN, ITIN, ATIN, or EIN). paid this year for the purchase of your principal residence that are required to

However, the issuer has reported your complete TIN to the IRS. be reported to you. Generally, these points are fully deductible in the year paid,

but you must subtract seller-paid points from the basis of your residence. Other
Account number. May show an account or other unique number the lender has
points not reported in box 6 may also be deductible. See Pub. 936 to figure the
assigned to distinguish your account.
amount you can deduct.

Box 1. Shows the mortgage interest received by the recipient/lender during Box 7. If the address of the property securing the mortgage is the same as
the year. This amount includes interest on any obligation secured by real the payer's/borrower's, either the box has been checked, or box 8 has been
property, including a mortgage, home equity loan, or line of credit. This amount completed.
does not include points, government subsidy payments, or seller payments on
Box 8. Shows the address or description of the property securing the mortgage.
a “buydown” mortgage. Such amounts are deductible by you only in certain

circumstances. Box 9. If more than one property secures the loan, shows the number of

properties securing the mortgage. If only one property secures the loan, this box
If you prepaid interest in calendar year that accrued in full by January 15,
may be blank.
of the subsequent year, this prepaid interest may be included in box 1.

However, you cannot deduct the prepaid amount in the calendar year
Box 10. The interest recipient may use this box to give you other information,
paid even though it may be included in box 1.
such as real estate taxes or insurance paid from escrow.

If you hold a mortgage credit certificate and can claim the mortgage interest Box 11. If the recipient/lender acquired the mortgage in the calendar year, shows the

credit, see Form 8396. If the interest was paid on a mortgage, home equity date of acquisition.

loan, or line of credit secured by a qualified residence, you can only deduct the
Future developments. For the latest information about developments related
interest paid on acquisition indebtedness, and you may be subject to a deduction
to Form 1098 and its instructions, such as legislation enacted after they were
limitation.
published, go to www.irs.gov/Form1098.

FreeFile. Go to www.irs.gov/FreeFile to see if you qualify for no-cost online

federal tax preparation, e-filing, and direct deposit or payment options.


CUSTOMER ACCOUNT ACTIVITY STATEMENT 2022
ACCOUNT NUMBER: 7602517481

ALEX PADILLA
MICHELE PADILLA
1925 ROBERT ST
LODI, CA 95242

173537 2/2
TOTAL
TRANSACTION PROCESS DUE AMOUNT PRINCIPAL INTEREST ESCROW LATE
DESCRIPTION DATE DATE RECEIVED PAID PAID PAID CHARGES FEES OTHER
PAYMENT 01/18 01/15 294.19 194.75 99.44 0.00 0.00 0.00 0.00

ARM LOAN 01/18 02/00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

PAYMENT 02/15 02/15 294.19 195.23 98.96 0.00 0.00 0.00 0.00

ARM LOAN 02/15 03/00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

PAYMENT 03/15 03/15 294.19 196.04 98.15 0.00 0.00 0.00 0.00

ARM LOAN 03/15 04/00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

PAYMENT 04/15 04/15 294.19 196.85 97.34 0.00 0.00 0.00 0.00

ARM LOAN 04/15 05/00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

PAYMENT 05/16 05/15 291.59 195.06 96.53 0.00 0.00 0.00 0.00

ARM LOAN 05/16 06/00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

PAYMENT 06/15 06/15 291.59 195.86 95.73 0.00 0.00 0.00 0.00

ARM LOAN 06/15 07/00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

PAYMENT 07/15 07/15 291.59 196.33 95.26 0.00 0.00 0.00 0.00

ARM LOAN 07/15 08/00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

PAYMENT 08/15 08/15 291.59 196.80 94.79 0.00 0.00 0.00 0.00

ARM LOAN 08/15 09/00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

PAYMENT 09/15 09/15 291.59 197.27 94.32 0.00 0.00 0.00 0.00

ARM LOAN 09/15 10/00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

PAYMENT 10/17 10/15 291.59 197.41 94.18 0.00 0.00 0.00 0.00

ARM LOAN 10/17 11/00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

PAYMENT 11/15 11/15 291.59 196.58 95.01 0.00 0.00 0.00 0.00

ARM LOAN 11/15 12/00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

PAYMENT 12/15 12/15 291.59 183.79 107.80 0.00 0.00 0.00 0.00

ARM LOAN 12/15 01/00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

ALGPBPHMHLGPFJBKAPFIEIDNGLEPAPGK

AGGMOCOOIOOGGCOKACCMMOKCAMAMIAOK
*

ALGPBPHMHIBMGK
APHMOGNOOBFCPK
AELCCHJGPADMJK
DDLLDDLLLLDLLL

You might also like