KatrinaB
Intuit Alumni

Retirement tax questions

If you paid them with cash or a check, then you can deduct them as an investment expense. Please view the Turbo Tax FAQ below for more information.

https://ttlc.intuit.com/replies/3301115

To claim the deduction for investment expenses, you must itemize your deductions. Please follow the directions below to enter this expense.

  • Sign in to your account.
  • Click take me to my return.
  • Click my account, at the top of the page.
  • Select tools in the drop down menu.
  • Click topic search, type in itemized deductions and click go.
  • On the next screen, click skip to see all tax breaks.
  • Click show more, next to Retirement and Investments.
  • Click start, next to Other Investment Expenses.