jerry
Level 7
01-14-2025
12:01 AM
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Is there a way to identify which 2023 clients has excess mortgage interest that was pro-rated? I don't see any field in database reports that I can use.
Alternatively, what about those clients that just claimed any mortgage interest on Schedule A (and it was used, not a standard deduction)? The database reports for bank mortgage interest just give me zeroes for every client.
Thanks!
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