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How do I get a listing of all my personal credit card transactions for last year for taxes?

Category: Personal   Service: Credit Cards | Updated: August 1st, 2023


Log into and select the option "Transactions," then "Find Transactions." You can choose the date range of the transactions needed, and even download into Excel. You can also utilize the “Categories” filter for tax related categories. Call Credit Cards at 1-855-342-3400 for assistance.

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