Cash Flow Analysis

The lender uses this form to summarize income information obtained from a borrower's federal income tax returns and to calculate the monthly average income that will be used in qualifying the borrower. This form replaces Forms 1084A and 1084B.

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Printing Instructions

This form must be printed on legal size paper, using portrait format. When printing this form, you must use the "shrink to fit" option in the Adobe Acrobat print dialogue box.

Instructions

This form can be used to evaluate up to two years of federal income tax returns, plus a year-to-date profit and loss statement. Depending on the situation, it may be necessary to complete only part of the form for any one borrower. Please review the complete version of instructions.

Instructions for Form 1084

(.pdf, 94K, 10 pages)