The IRS Form 1098-MA (Mortgage Assistance Statement) is used by State Housing Finance Agencies (HFAs) to report mortgage assistance payments made to homeowners. Homeowners receiving these payments must use the information on this form when preparing their federal tax return.
Form 1098-MA reports two key amounts:
The form is required for the tax year in which the assistance was received (e.g., 2025).
Instead of downloading the PDF and editing it in a separate program, simply click the "Fill out this form" button on this page. The Formize PDF Filler app will load automatically, allowing you to complete the form directly in your browser.
You do not file Form 1098-MA with your individual tax return. Instead, the State HFA submits the form to the IRS, and you use the figures on the form to complete the appropriate lines on your Form 1040 (or other applicable return).
Below are answers to the most common questions homeowners have about this form.
No. The State HFA files the form with the IRS. You use the amounts shown on the form to report mortgage assistance on your personal return.
Add the amounts from each statement together and report the total on the appropriate line of your tax return.
Yes. After filling the form online, you can download a printable PDF from the Formize PDF Filler.
State HFAs must file the form with the IRS by the end of February following the tax year. Homeowners should receive their copy by January.
Contact the State Housing Finance Agency that issued the form. They can issue a corrected form if needed.
No. The fillable PDF is provided free of charge on Formize.com.
Yes, but it’s easier to make changes directly in the Formize PDF Filler before downloading the final version.
Any modern web browser can display the PDF. For offline viewing, Adobe Acrobat Reader or any PDF reader will work.
Form 1098-MA is one of Tax forms that are documents used to report information related to taxes to the relevant tax authority. There are various types of tax forms, including federal, state, and local tax forms, which can vary depending on the taxpayer's circumstances and location.
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