AmyC
Expert Alumni

Education

I want to urge you to create a financial notebook that is kept separate from your tax return. Keep it safe and each year, add your year-end statements from all your financial accounts plus a copy of your W2’s.

 

If you had  December 2019 statement and your interest rate, you could get close enough.

 

If you have been paying for a while, you may have a visible pattern from which you could extrapolate.

 

You should be able to show how you came up with any deductions taken.

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