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Excess Mortgage Interest

jerry
Level 7

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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