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Deductions & credits
No.
Investment expenses are no longer deductible, with the new 2018 tax law. Even in the "old days", they were only a misc. itemized deduction subject to the 2% of AGI threshold.
Expense ratio fees were not deductible then or now, because they are built in to the net asset price and not directly charged to the shareholders.
‎June 27, 2020
5:43 PM
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