ToddL99, GREAT! Nicely described. That was exactly the information I was after.
So it appears I have the indirect management fees listed in my tax information summary. Now, where can I claim that? I think it is Miscellaneous Deductions between lines 11 and 26, but none of those look quite right. Any clues where it goes? I was trying to enter it directly in the Schedule A form so I could use its little summary worksheet popup thingee. Thanks for any hint on this part of the problem.
And while on that form, I see that the TurboTax expense was entered on line 7. That seems odd since it is underneath a heading of Employee Business Expenses. Does it apply even where there is no Business as I'm retired. Thanks in advance for information on this.
