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Deductions & credits
Since you're working on your 2023 return, it is the 2023 Wage and Income transcript that you need. You are not looking for a tax return transcript.
If you find that the Wage and Income transcript is not yet available from the IRS, you could consider filing your return as it stands now and then amending it later to add the mortgage interest.
You could also put in an estimated number just to be sure that you are going to be itemizing deductions. If your deductions are not high enough, claiming the standard deduction might give you a better outcome anyway and you would not even need the Form 1098.
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‎April 16, 2024
1:31 PM