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Year-End Tax Statements: Here’s What You Need To Know

By December 26, 2023Articles

Year-End Tax Statements: Here’s What You Need To Know

As the tax season approaches, the Madison Management Services customer service team is here to help.   Each January, we provide our customers with a year-end tax statement that summarizes key mortgage and tax information from the previous year and includes your form 1098 or form 1099 INT.

Typically, your year-end tax statement will be available online around the middle of January.   Please note:

  • This year we are sending out paperless statements to everyone who has an email address in our system.
  • If your mortgage was transferred to Madison Management Services from another lender, you may receive two year-end tax statements.

To find your Madison Management Services provided year-end tax statement online, just navigate to the “My Documents” page of your account, once you’ve signed in.  All available information, including your year-end tax statement will display here when it is available. Select “Current Year” for the latest tax statement.

If you don’t have one already, you can click here to setup an online account.  It’s the fastest and easiest way to manage your Madison Management Services account and you’ll have instant access to all of your important documents.  While you are there consider signing up for “Paperless” so you will be notified by email anytime we share new information regarding your loan.