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Mortgage statement lists both names but mine is not first. I pay and am taking 100% of the interest deduction...
Do I have to attach a written statement to that effect? I'm including the "Additional Information" page for Schedule A: Itemized deductions that lists the name of the person who appears first on the mortgage. But they are not taking any deductions for the mortgage. Does a hand-written note suffice? Is it even necessary?
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‎September 19, 2023
12:02 PM