The 1098 Summary Total for Mortgage Interest Paid assumes you are sending 1098 forms with the loan interest paid greater than $600.00 turned on. This is a configurable flag.

Depending on the credit union election to add Loan Fines to the Interest Paid totals, you would add the Loan Interest Paid to the Loan Fines. Then include only loans with 'M' in the Reportable Loan field and select the total interest + fines greater than $600.00. The last selection is to review the member's foreign citizen status. If yes, those records are also excluded from the 1098 Summary Total for Mortgage Interest Paid.