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Deductions & credits
Here is how to enter Investment Advisor Fees on federal return which will carry over to your CA state return:
Within federal taxes:
- Go to Deductions & Credits, then Retirement and Investments section
- Click Start next to Other Investment Expenses
- On next screen, select Enter my expenses
- On next screen, you will be able to enter the amount of investment advisor fees.
- When you enter this, your investment expenses will appear on your Schedule CA form.
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‎February 2, 2022
5:33 PM
6,913 Views