PeterM
New Member

Get your taxes done using TurboTax

Yes, those are deductible on Schedule A of Form 1040. If you paid investment expenses like safe deposit box fees or advisor fees you can deduct the amount OVER 2% of your adjusted gross income as an investment expense if you itemize deductions.  Go to……

  • Federal Taxes
  • Deductions and Credits
  • Choose Explore on my own or I'll choose what to work on  (if it comes up)
  • Then scroll down to Retirement and Investments
  • Other Investment Expenses - Click the Start or Update button