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extract-1098-data

Extract structured fields from 1098 documents.

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Extract 1098 Data

Tax and finance teams use this recipe to extract 1098 fields from official forms into structured JSON for review, routing, and downstream filing preparation.

APIs Used

Document Extraction (1 credit per page)

Prerequisites

You need an Iteration Layer API key. Get one at platform.iterationlayer.com during the 7-day trial.

For full integration guidance (SDKs, auth, MCP, error handling), see the Iteration Layer Integration Guide.

Implementation

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"
      }
    ]
  }
}'

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"
      }
    ]
  }
});

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"
      }
    ]
  }
})

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
}

{
  "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"
  }
}

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

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"
      ]
    }
  }
}

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