As a lender I have to submit a 1098 (and corresponding 1096) to the IRS before the January 31 deadline. Do I need to submit a copy to my state as well?
There is no copy "To Send to State" attached to the 1098 form so I'm really not sure if the state needs a paper copy sent to them as well. My state is Massachusetts, if that matters.
03641
1 Best answer
RobertB4444
Expert Alumni
Jan 19, 2022 2:21:14 PM
Massachusetts does not require that you file a copy of your 1098 or 1096 with them as long as it is filed federally.
3 Replies
Mike9241
Level 15
Jan 19, 2022 9:44:44 AM
are you sure you have to file 1098? here are the instructions - page 2
Yes - I receive from an individual $600 or more of mortgage interest. So I definitely have to file with the IRS. I'm just not sure if I also have to send a copy to the state of Massachusetts DOR.
RobertB4444
Expert Alumni
Jan 19, 2022 2:21:14 PM
Massachusetts does not require that you file a copy of your 1098 or 1096 with them as long as it is filed federally.