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Deductions & credits
It depends. You can include the advisory fees paid for all of your investment accounts as long as they were paid with "outside taxable dollars".
For example, if you paid advisory fees for an IRA account directly (not from with the IRA account), you can include those fees.
And as you mentioned, this is only applicable if your State allows a deduction, as Federal does not.
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March 2, 2024
7:07 AM