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Level 2
Mar 31, 2024 10:41 PM UTC
Question

Fiduciary Fees

Where do you enter the fiduciary fees for a disabled person that is still alive (not an estate)?

    2 replies

    Level 15
    Mar 31, 2024 10:49 PM UTC

    Investment fees are no longer deductible on your federal return but might be an itemized deduction on your state return. 

    Alumni - Intuit
    Apr 1, 2024 12:12 AM UTC

    As Bsch4477 mentioned, investment fees are no longer deductible in your federal return but might help you in your state return.  To enter the fees:

     

    1. Open and continue your tax return
    2. Select Deductions & Credits 
    3. Scroll down to Retirements and Investments
    4. Select  Start to the right of Other Investment Expenses

    This information will be transferred to your state return if needed. 

     

    @Winston348