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10 Qs

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Assessment

Quiz

Professional Development

Professional Development

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Created by

Kalee Richardson

Used 12+ times

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10 questions

Show all answers

1.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

What Year End Form reports Interest Earned on Escrow?

1098-Mortage Interest Statement

1099-A

1099-C

1099-INT

2.

MULTIPLE SELECT QUESTION

45 sec • 1 pt

Where can Points Paid be located?

Hud-1

1098

Closing Disclosure

Note

3.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

How will I receive my Form 1098?

Chase will send your tax form through U.S. Mail unless you have opted into receiving paperless tax forms.

By U.S. Mail

By Email

By pigeon

4.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

Are my real estate taxes you paid deductible?

we suggest you contact your tax or financial advisor or the IRS at (800) 829-1040 or IRS.gov to find out if they are deductible

Yes, they are!

5.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

Box 2 will show outstanding principal balance as of:

December 1, 2022

December 31, 2022

January 1, 2022

December 31, 2021

6.

FILL IN THE BLANK QUESTION

1 min • 1 pt

If the loan was transferred or if we acquired a loan, if interest was paid to both companies, how many year end statements will the customer receive?

7.

MULTIPLE SELECT QUESTION

45 sec • 1 pt

If you can't locate a Tax Statement in MBWS, where can you go?

EIV

Infosource

Customer Tax Statements

MSP Screen PL05

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