How to Extract 1098 Data with an API - Recipes

Request

curl -X POST https://api.iterationlayer.com/document-extraction/v1/extract \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "files": [
    {
      "type": "url",
      "name": "1098.pdf",
      "url": "https://example.com/documents/1098-sample.pdf"
    }
  ],
  "schema": {
    "fields": [
      {
        "name": "payer_borrower_name",
        "type": "TEXT",
        "description": "Payer or borrower name"
      },
      {
        "name": "payer_borrower_tin",
        "type": "TEXT",
        "description": "Payer or borrower TIN"
      },
      {
        "name": "recipient_lender_name",
        "type": "TEXT",
        "description": "Recipient or lender name"
      },
      {
        "name": "recipient_lender_tin",
        "type": "TEXT",
        "description": "Recipient or lender TIN"
      },
      {
        "name": "mortgage_account_number",
        "type": "TEXT",
        "description": "Mortgage account number"
      },
      {
        "name": "tax_year",
        "type": "TEXT",
        "description": "Tax year"
      },
      {
        "name": "mortgage_interest_received",
        "type": "CURRENCY_AMOUNT",
        "description": "Mortgage interest received from payer"
      },
      {
        "name": "outstanding_mortgage_principal",
        "type": "CURRENCY_AMOUNT",
        "description": "Outstanding mortgage principal"
      },
      {
        "name": "mortgage_origination_date",
        "type": "DATE",
        "description": "Mortgage origination date"
      },
      {
        "name": "points_paid",
        "type": "CURRENCY_AMOUNT",
        "description": "Points paid on purchase of principal residence"
      }
    ]
  }
}'

Response

{
  "success": true,
  "data": {
    "payer_borrower_name": {
      "value": "Payer Borrower Name",
      "confidence": 0.97,
      "citations": [
        "PAYER BORROWER NAME"
      ]
    },
    "payer_borrower_tin": {
      "value": "Payer Borrower Tin",
      "confidence": 0.97,
      "citations": [
        "PAYER BORROWER TIN"
      ]
    },
    "recipient_lender_name": {
      "value": "Recipient Lender Name",
      "confidence": 0.97,
      "citations": [
        "RECIPIENT LENDER NAME"
      ]
    },
    "recipient_lender_tin": {
      "value": "Recipient Lender Tin",
      "confidence": 0.97,
      "citations": [
        "RECIPIENT LENDER TIN"
      ]
    },
    "mortgage_account_number": {
      "value": "Mortgage Account Number",
      "confidence": 0.97,
      "citations": [
        "MORTGAGE ACCOUNT NUMBER"
      ]
    },
    "tax_year": {
      "value": "Tax Year",
      "confidence": 0.97,
      "citations": [
        "TAX YEAR"
      ]
    },
    "mortgage_interest_received": {
      "value": {
        "amount": "1234.56",
        "currency": "USD"
      },
      "confidence": 0.97,
      "citations": [
        "$1,234.56"
      ]
    },
    "outstanding_mortgage_principal": {
      "value": {
        "amount": "1234.56",
        "currency": "USD"
      },
      "confidence": 0.97,
      "citations": [
        "$1,234.56"
      ]
    },
    "mortgage_origination_date": {
      "value": "2026-04-15",
      "confidence": 0.97,
      "citations": [
        "15 Apr 2026"
      ]
    },
    "points_paid": {
      "value": {
        "amount": "1234.56",
        "currency": "USD"
      },
      "confidence": 0.97,
      "citations": [
        "$1,234.56"
      ]
    }
  }
}

Request

import { IterationLayer } from "iterationlayer";

const client = new IterationLayer({ apiKey: "YOUR_API_KEY" });

const result = await client.extractDocument({
  "files": [
    {
      "type": "url",
      "name": "1098.pdf",
      "url": "https://example.com/documents/1098-sample.pdf"
    }
  ],
  "schema": {
    "fields": [
      {
        "name": "payer_borrower_name",
        "type": "TEXT",
        "description": "Payer or borrower name"
      },
      {
        "name": "payer_borrower_tin",
        "type": "TEXT",
        "description": "Payer or borrower TIN"
      },
      {
        "name": "recipient_lender_name",
        "type": "TEXT",
        "description": "Recipient or lender name"
      },
      {
        "name": "recipient_lender_tin",
        "type": "TEXT",
        "description": "Recipient or lender TIN"
      },
      {
        "name": "mortgage_account_number",
        "type": "TEXT",
        "description": "Mortgage account number"
      },
      {
        "name": "tax_year",
        "type": "TEXT",
        "description": "Tax year"
      },
      {
        "name": "mortgage_interest_received",
        "type": "CURRENCY_AMOUNT",
        "description": "Mortgage interest received from payer"
      },
      {
        "name": "outstanding_mortgage_principal",
        "type": "CURRENCY_AMOUNT",
        "description": "Outstanding mortgage principal"
      },
      {
        "name": "mortgage_origination_date",
        "type": "DATE",
        "description": "Mortgage origination date"
      },
      {
        "name": "points_paid",
        "type": "CURRENCY_AMOUNT",
        "description": "Points paid on purchase of principal residence"
      }
    ]
  }
});

Response

{
  "success": true,
  "data": {
    "payer_borrower_name": {
      "value": "Payer Borrower Name",
      "confidence": 0.97,
      "citations": [
        "PAYER BORROWER NAME"
      ]
    },
    "payer_borrower_tin": {
      "value": "Payer Borrower Tin",
      "confidence": 0.97,
      "citations": [
        "PAYER BORROWER TIN"
      ]
    },
    "recipient_lender_name": {
      "value": "Recipient Lender Name",
      "confidence": 0.97,
      "citations": [
        "RECIPIENT LENDER NAME"
      ]
    },
    "recipient_lender_tin": {
      "value": "Recipient Lender Tin",
      "confidence": 0.97,
      "citations": [
        "RECIPIENT LENDER TIN"
      ]
    },
    "mortgage_account_number": {
      "value": "Mortgage Account Number",
      "confidence": 0.97,
      "citations": [
        "MORTGAGE ACCOUNT NUMBER"
      ]
    },
    "tax_year": {
      "value": "Tax Year",
      "confidence": 0.97,
      "citations": [
        "TAX YEAR"
      ]
    },
    "mortgage_interest_received": {
      "value": {
        "amount": "1234.56",
        "currency": "USD"
      },
      "confidence": 0.97,
      "citations": [
        "$1,234.56"
      ]
    },
    "outstanding_mortgage_principal": {
      "value": {
        "amount": "1234.56",
        "currency": "USD"
      },
      "confidence": 0.97,
      "citations": [
        "$1,234.56"
      ]
    },
    "mortgage_origination_date": {
      "value": "2026-04-15",
      "confidence": 0.97,
      "citations": [
        "15 Apr 2026"
      ]
    },
    "points_paid": {
      "value": {
        "amount": "1234.56",
        "currency": "USD"
      },
      "confidence": 0.97,
      "citations": [
        "$1,234.56"
      ]
    }
  }
}

Request

from iterationlayer import IterationLayer

client = IterationLayer(api_key="YOUR_API_KEY")

result = client.extract_document(**{
  "files": [
    {
      "type": "url",
      "name": "1098.pdf",
      "url": "https://example.com/documents/1098-sample.pdf"
    }
  ],
  "schema": {
    "fields": [
      {
        "name": "payer_borrower_name",
        "type": "TEXT",
        "description": "Payer or borrower name"
      },
      {
        "name": "payer_borrower_tin",
        "type": "TEXT",
        "description": "Payer or borrower TIN"
      },
      {
        "name": "recipient_lender_name",
        "type": "TEXT",
        "description": "Recipient or lender name"
      },
      {
        "name": "recipient_lender_tin",
        "type": "TEXT",
        "description": "Recipient or lender TIN"
      },
      {
        "name": "mortgage_account_number",
        "type": "TEXT",
        "description": "Mortgage account number"
      },
      {
        "name": "tax_year",
        "type": "TEXT",
        "description": "Tax year"
      },
      {
        "name": "mortgage_interest_received",
        "type": "CURRENCY_AMOUNT",
        "description": "Mortgage interest received from payer"
      },
      {
        "name": "outstanding_mortgage_principal",
        "type": "CURRENCY_AMOUNT",
        "description": "Outstanding mortgage principal"
      },
      {
        "name": "mortgage_origination_date",
        "type": "DATE",
        "description": "Mortgage origination date"
      },
      {
        "name": "points_paid",
        "type": "CURRENCY_AMOUNT",
        "description": "Points paid on purchase of principal residence"
      }
    ]
  }
})

Response

{
  "success": true,
  "data": {
    "payer_borrower_name": {
      "value": "Payer Borrower Name",
      "confidence": 0.97,
      "citations": [
        "PAYER BORROWER NAME"
      ]
    },
    "payer_borrower_tin": {
      "value": "Payer Borrower Tin",
      "confidence": 0.97,
      "citations": [
        "PAYER BORROWER TIN"
      ]
    },
    "recipient_lender_name": {
      "value": "Recipient Lender Name",
      "confidence": 0.97,
      "citations": [
        "RECIPIENT LENDER NAME"
      ]
    },
    "recipient_lender_tin": {
      "value": "Recipient Lender Tin",
      "confidence": 0.97,
      "citations": [
        "RECIPIENT LENDER TIN"
      ]
    },
    "mortgage_account_number": {
      "value": "Mortgage Account Number",
      "confidence": 0.97,
      "citations": [
        "MORTGAGE ACCOUNT NUMBER"
      ]
    },
    "tax_year": {
      "value": "Tax Year",
      "confidence": 0.97,
      "citations": [
        "TAX YEAR"
      ]
    },
    "mortgage_interest_received": {
      "value": {
        "amount": "1234.56",
        "currency": "USD"
      },
      "confidence": 0.97,
      "citations": [
        "$1,234.56"
      ]
    },
    "outstanding_mortgage_principal": {
      "value": {
        "amount": "1234.56",
        "currency": "USD"
      },
      "confidence": 0.97,
      "citations": [
        "$1,234.56"
      ]
    },
    "mortgage_origination_date": {
      "value": "2026-04-15",
      "confidence": 0.97,
      "citations": [
        "15 Apr 2026"
      ]
    },
    "points_paid": {
      "value": {
        "amount": "1234.56",
        "currency": "USD"
      },
      "confidence": 0.97,
      "citations": [
        "$1,234.56"
      ]
    }
  }
}

Request

package main

import il "github.com/iterationlayer/sdk-go"

func main() {
    client := il.NewClient("YOUR_API_KEY")

    result, err := client.ExtractDocument(il.ExtractDocumentRequest{
        Files: []il.FileInput{
            il.FileInput{
                Type: "url",
                Name: "1098.pdf",
                Url: "https://example.com/documents/1098-sample.pdf",
            },
        },
        Schema: il.ExtractionSchema{
            Fields: []any{
                il.TextFieldConfig{
                    Name: "payer_borrower_name",
                    Type: "TEXT",
                    Description: "Payer or borrower name",
                },
                il.TextFieldConfig{
                    Name: "payer_borrower_tin",
                    Type: "TEXT",
                    Description: "Payer or borrower TIN",
                },
                il.TextFieldConfig{
                    Name: "recipient_lender_name",
                    Type: "TEXT",
                    Description: "Recipient or lender name",
                },
                il.TextFieldConfig{
                    Name: "recipient_lender_tin",
                    Type: "TEXT",
                    Description: "Recipient or lender TIN",
                },
                il.TextFieldConfig{
                    Name: "mortgage_account_number",
                    Type: "TEXT",
                    Description: "Mortgage account number",
                },
                il.TextFieldConfig{
                    Name: "tax_year",
                    Type: "TEXT",
                    Description: "Tax year",
                },
                il.CurrencyAmountFieldConfig{
                    Name: "mortgage_interest_received",
                    Type: "CURRENCY_AMOUNT",
                    Description: "Mortgage interest received from payer",
                },
                il.CurrencyAmountFieldConfig{
                    Name: "outstanding_mortgage_principal",
                    Type: "CURRENCY_AMOUNT",
                    Description: "Outstanding mortgage principal",
                },
                il.DateFieldConfig{
                    Name: "mortgage_origination_date",
                    Type: "DATE",
                    Description: "Mortgage origination date",
                },
                il.CurrencyAmountFieldConfig{
                    Name: "points_paid",
                    Type: "CURRENCY_AMOUNT",
                    Description: "Points paid on purchase of principal residence",
                },
            },
        },
    })
    if err != nil {
        panic(err)
    }

    _ = result
}

Response

{
  "success": true,
  "data": {
    "payer_borrower_name": {
      "value": "Payer Borrower Name",
      "confidence": 0.97,
      "citations": [
        "PAYER BORROWER NAME"
      ]
    },
    "payer_borrower_tin": {
      "value": "Payer Borrower Tin",
      "confidence": 0.97,
      "citations": [
        "PAYER BORROWER TIN"
      ]
    },
    "recipient_lender_name": {
      "value": "Recipient Lender Name",
      "confidence": 0.97,
      "citations": [
        "RECIPIENT LENDER NAME"
      ]
    },
    "recipient_lender_tin": {
      "value": "Recipient Lender Tin",
      "confidence": 0.97,
      "citations": [
        "RECIPIENT LENDER TIN"
      ]
    },
    "mortgage_account_number": {
      "value": "Mortgage Account Number",
      "confidence": 0.97,
      "citations": [
        "MORTGAGE ACCOUNT NUMBER"
      ]
    },
    "tax_year": {
      "value": "Tax Year",
      "confidence": 0.97,
      "citations": [
        "TAX YEAR"
      ]
    },
    "mortgage_interest_received": {
      "value": {
        "amount": "1234.56",
        "currency": "USD"
      },
      "confidence": 0.97,
      "citations": [
        "$1,234.56"
      ]
    },
    "outstanding_mortgage_principal": {
      "value": {
        "amount": "1234.56",
        "currency": "USD"
      },
      "confidence": 0.97,
      "citations": [
        "$1,234.56"
      ]
    },
    "mortgage_origination_date": {
      "value": "2026-04-15",
      "confidence": 0.97,
      "citations": [
        "15 Apr 2026"
      ]
    },
    "points_paid": {
      "value": {
        "amount": "1234.56",
        "currency": "USD"
      },
      "confidence": 0.97,
      "citations": [
        "$1,234.56"
      ]
    }
  }
}

Template

{
  "name": "Extract 1098 Data",
  "nodes": [
    {
      "parameters": {
        "content": "## Extract 1098 Data\n\nTax and finance teams use this recipe to extract 1098 fields from official forms into structured JSON for review, routing, and downstream filing preparation.\n\n**Note:** This workflow uses the Iteration Layer community node (`n8n-nodes-iterationlayer`). Install it via Settings > Community Nodes on self-hosted n8n, or add it directly on n8n Cloud with Verified Community Nodes enabled.",
        "height": 280,
        "width": 500,
        "color": 2
      },
      "type": "n8n-nodes-base.stickyNote",
      "typeVersion": 1,
      "position": [
        200,
        40
      ],
      "id": "extract-1098-data-overview",
      "name": "Overview"
    },
    {
      "parameters": {},
      "type": "n8n-nodes-base.manualTrigger",
      "typeVersion": 1,
      "position": [
        250,
        300
      ],
      "id": "extract-1098-data-trigger",
      "name": "Manual Trigger"
    },
    {
      "parameters": {
        "resource": "documentExtraction",
        "schemaInputMode": "rawJson",
        "schemaJson": "{\n  \"fields\": [\n    {\n      \"name\": \"payer_borrower_name\",\n      \"type\": \"TEXT\",\n      \"description\": \"Payer or borrower name\"\n    },\n    {\n      \"name\": \"payer_borrower_tin\",\n      \"type\": \"TEXT\",\n      \"description\": \"Payer or borrower TIN\"\n    },\n    {\n      \"name\": \"recipient_lender_name\",\n      \"type\": \"TEXT\",\n      \"description\": \"Recipient or lender name\"\n    },\n    {\n      \"name\": \"recipient_lender_tin\",\n      \"type\": \"TEXT\",\n      \"description\": \"Recipient or lender TIN\"\n    },\n    {\n      \"name\": \"mortgage_account_number\",\n      \"type\": \"TEXT\",\n      \"description\": \"Mortgage account number\"\n    },\n    {\n      \"name\": \"tax_year\",\n      \"type\": \"TEXT\",\n      \"description\": \"Tax year\"\n    },\n    {\n      \"name\": \"mortgage_interest_received\",\n      \"type\": \"CURRENCY_AMOUNT\",\n      \"description\": \"Mortgage interest received from payer\"\n    },\n    {\n      \"name\": \"outstanding_mortgage_principal\",\n      \"type\": \"CURRENCY_AMOUNT\",\n      \"description\": \"Outstanding mortgage principal\"\n    },\n    {\n      \"name\": \"mortgage_origination_date\",\n      \"type\": \"DATE\",\n      \"description\": \"Mortgage origination date\"\n    },\n    {\n      \"name\": \"points_paid\",\n      \"type\": \"CURRENCY_AMOUNT\",\n      \"description\": \"Points paid on purchase of principal residence\"\n    }\n  ]\n}",
        "files": {
          "fileValues": [
            {
              "fileInputMode": "url",
              "fileName": "1098.pdf",
              "fileUrl": "https://example.com/documents/1098-sample.pdf"
            }
          ]
        }
      },
      "type": "n8n-nodes-iterationlayer.iterationLayer",
      "typeVersion": 1,
      "position": [
        500,
        300
      ],
      "id": "extract-1098-data-extract",
      "name": "Extract Data",
      "credentials": {
        "iterationLayerApi": {
          "id": "1",
          "name": "Iteration Layer API"
        }
      }
    }
  ],
  "connections": {
    "Manual Trigger": {
      "main": [
        [
          {
            "node": "Extract Data",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  },
  "settings": {
    "executionOrder": "v1"
  }
}

Prompt

Extract 1098 data from the file at [file URL]. Use the extract_document tool with these fields:

- payer_borrower_name (TEXT): Payer or borrower name
- payer_borrower_tin (TEXT): Payer or borrower TIN
- recipient_lender_name (TEXT): Recipient or lender name
- recipient_lender_tin (TEXT): Recipient or lender TIN
- mortgage_account_number (TEXT): Mortgage account number
- tax_year (TEXT): Tax year
- mortgage_interest_received (CURRENCY_AMOUNT): Mortgage interest received from payer
- outstanding_mortgage_principal (CURRENCY_AMOUNT): Outstanding mortgage principal
- mortgage_origination_date (DATE): Mortgage origination date
- points_paid (CURRENCY_AMOUNT): Points paid on purchase of principal residence

Ingest

Generate

Integrations

Built for

By product

By industry

Overview

APIs

Integrations

Billing

Benchmarks

Blog

More

Extract 1098 Data

Who this is for

Related Recipes

Extract 1099-MISC Data

Extract 1099-NEC Data

Extract Academic Paper Metadata

Try with your own data

Document Extraction