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Mortgage Merlin
30-YR CONV6.41%▼0.00
FHA6.15%▼0.00
BANK-STMT7.25%▼0.00
DSCR7.60%▼0.00
JUMBO6.70%▼0.00
15-YR5.62%▼0.00
ITIN7.90%▼0.00
30-YR CONV6.41%▼0.00
FHA6.15%▼0.00
BANK-STMT7.25%▼0.00
DSCR7.60%▼0.00
JUMBO6.70%▼0.00
15-YR5.62%▼0.00
ITIN7.90%▼0.00
Income & documentation · Q&A

Can I get a mortgage without tax returns?

Short answer: Yes, through non-QM loans. Bank statement loans qualify you on 12–24 months of deposits, P&L-only loans on a CPA-prepared profit-and-loss statement, asset-depletion loans on your liquid assets, and DSCR loans on a rental property's income — none require personal tax returns. Conventional and government loans still do.

The full answer

Conventional, FHA, VA, and USDA loans all require tax returns (and IRS transcripts) for self-employed borrowers — there's no way around it on those programs. But an entire category of non-QM loans exists precisely for borrowers whose returns understate their income or who'd rather not document it.

The main no-tax-return options: bank statement loans (qualify on deposits after an expense factor), P&L-only loans (a CPA-certified profit-and-loss statement stands in for returns), asset-depletion loans (convert liquid assets into qualifying income), and DSCR loans for investment property (qualify on the property's rent, not your income).

These trade documentation flexibility for a higher rate and usually a larger down payment (often 10–20%+). For many self-employed borrowers with heavy write-offs, the math still favors them over a conventional loan that qualifies on a deduction-reduced net.

Sources

Educational information only — not financial advice, and not a quote, pre-approval, or offer of credit. Program rules and ranges are illustrative and vary by lender. Mortgage Merlin is a publisher, not a lender or broker.

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