Correcting a Borrower Tax ID Number if a Loan is Identified on the Tax ID Number Errors Report as Having a Missing or Incorrect Tax ID Number
This article explains how to correct a loan that appears on the Tax ID Number Errors Report because it has a borrower who is missing a tax ID number or has an incorrect tax ID number set up in the system. This has to be corrected before a loan and borrower will be included on the IRS 1098/1099 Export.
To enter or modify a Tax ID number for a borrower so that it appears on the IRS 1098/1099 Export and no longer shows on the Tax ID Number Errors Report, you will have to make changes in two (2) places.
- Access the Customer Service application, Borrower, Tax ID screen.
- Verify and modify the tax ID number.
and
- Access the Customer Service application, Other, End Of Year screen.
- Select the current reporting year record and click Details.
- Go to the Reporting Info tab
- Verify and modify the tax ID number here.
ArticleNumber:
000047395
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