Investors & landlords

To deduct investment fees, you must itemize deductions on Schedule A, and the sum total of your miscellaneous deductions including your fees must exceed 2% of your Adjusted Gross Income.

Given the above limitations you may not be able to benefit from your investment expenses.

To enter investment expenses:

  • Type investment advisor fees in the search box, top right of your screen, then click the magnifying glass

  • Click the investment advisor fees link in the search results

  • Follow to prompts and online instructions

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