JamesG1
Expert Alumni

Retirement tax questions

I would not enter an IRS form 1099-MISC or an IRS form 1099-B with all zeros into TurboTax.  Retain the paper copies with your tax records should a question arise at a later time.

 

The account fees may be reportable as investment expenses but, as you said, you would have to itemize deductions rather than claim the standard deduction to claim these expenses.

 

 

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