FangxiaL
Expert Alumni

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:

  1. Go to Deductions & Credits, then Retirement and Investments section
  2. Click Start next to Other Investment Expenses
  3. On next screen, select Enter my expenses
  4. On next screen, you will be able to enter the amount of investment advisor fees.
  5. When you enter this, your investment expenses will appear on your Schedule CA form.

 

 

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