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johnspisak11112
New Member

Are Investment Advisor Fees deductible on my California Return for 2022?

Are Investment Advisor Fees Deductible for my 2022 California State Return 

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‎March 27, 2023 7:02 PM
last updated ‎March 27, 2023 7:02 PM
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Bsch4477
Level 15
Level 15

Are Investment Advisor Fees deductible on my California Return for 2022?

Investment advisory fees are deductible as 2% miscellaneous deductions on your CA tax return only for fees related to taxable income. So fees for retirement plans are not deductible. 

‎March 27, 2023 7:13 PM
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