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Extract IRS Form 1098 Extractor Data — Tax Season Ready

Tax preparation requires processing hundreds of documents per client. Manual data entry increases errors and delays filings.

48
Fields Extracted
180s
Max Processing
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What This Template Does

AI-powered extraction using gemini-2.5-flash. Part of 113 production-ready templates.

Capabilities

  • Tax Extraction
  • 1098 Processing
  • Mortgage Interest Reporting
  • 1098
  • Irs

Output Schema

{
  "$schema": "http://json-schema.org/draft-07/schema#",
  "title": "IRS Form 1098 Extraction Schema",
  "description": "JSON Schema for extracted IRS Form 1098 (Mortgage Interest Statement) data",
  "type": "object",
  "required": [
    "document_type",
    "tax_year",
    "lender",
    "borrower",
    "mortgage_info"
  ],
  "properties": {
    "document_type": {
      "type": "string",
      "const": "1098",
      "description": "Document type identifier"
    },
    "tax_year": {
      "type"
...

Quick Start

$ pip install doclayer
$ doclayer process document.pdf --agent tax.1098

See It In Action

Real extraction example showing input document and structured output.

Input Document
Form 1098                                                    2024
Mortgage Interest Statement                                  Copy B
                                                            For Payer

RECIPIENT'S/LENDER'S name, street address, city, state, ZIP code:
HOMETOWN MORTGAGE COMPANY
PO BOX 55555
PHOENIX, AZ 85001

RECIPIENT'S telephone number: (800) 555-0100
RECIPIENT'S TIN: 00-0000000

PAYER'S/BORROWER'S TIN: 000-00-1234

PAYER'S/BORROWER'S name, street address, city, state, ZIP co
Extracted Data
{
  "document_type": "1098",
  "tax_year": "2024",
  "form_variant": "1098",
  "corrected": false,
  "lender": {
    "name": "HOMETOWN MORTGAGE COMPANY",
    "address": {
      "street": "PO BOX 55555",
      "city": "PHOENIX",
      "state": "AZ",
      "zip": "85001"
    },
    "tin": "XX-XXX0000",
    "phone": "(800) 555-0100"
  },
  "borrower": {
    "name": "JENNIFER A WILSON",
    "address": {
      "street": "123 SUNSET DRIVE",
      "city": "SCOTTSDALE",
      "state": "AZ",
      "zip": "85251"
    },
    "tin": "XXX-XX-1234",
    "account_number": "9876543210"
  },
  "mortgage_info": {
    "box_1_mortgage_interest": "15234.67",
    "box_2_outstanding_principal": "285000.00",
    "box_3_origination_date": "2021-03-15",
    "box_4_refund_overpaid_interest": "0.00",
    "box_5_mortgage_insurance_premiums": "1440.00",
    "box_6_points_paid": "0.00",
    "box_7_property_address_different": false,
    "box_8_property_address": "",
    "box_9_properties_securing_mortgage": "1",
    "box_10_other": "Property taxes paid from escrow: $3,850.00; Homeowner's insurance paid from escrow: $1,200.00",
    "box_11_acquisition_date": "2021-03-15"
  },
  "property": {
    "address": "123 SUNSET DRIVE, SCOTTSDALE, AZ 85251",
    "is_primary_residence": true,
    "number_of_units": "1"
  },
  "deduction_info": {
    "total_deductible_interest": "15234.67",
    "acquisition_debt_limit_applies": false,
    "home_equity_debt_limit_applies": false,
    "notes": [
      "Mortgage under $750,000 limit",
      "Originated after 12/15/2017 - new rules apply",
      "PMI of $1,440.00 may be deductible (subject to income limits)"
    ]
  },
  "validation": {
    "lender_tin_valid": true,
    "borrower_tin_valid": true,
    "interest_reported": true,
    "year_valid": true
  }
}

Example demonstrating extraction of mortgage interest and property tax information from Form 1098. Captures borrower details, property address, and interest paid for itemized deduction calculations.

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Frequently Asked Questions

What documents can IRS Form 1098 Extractor process?

The IRS Form 1098 Extractor template processes tax documents including various formats and layouts. See the instructions for specific document types supported.

How accurate is the IRS Form 1098 Extractor extraction?

The IRS Form 1098 Extractor template uses Gemini 2.5 Flash for high-accuracy extraction. Results include confidence scores for each field.

Can I customize the IRS Form 1098 Extractor template?

Yes, you can modify the extraction schema, add custom fields, or adjust the instructions to match your specific requirements.

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