turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Are costs for investment services such as Zack’s and Morningstar tax deductible?

 
Connect with an expert
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply

Are costs for investment services such as Zack’s and Morningstar tax deductible?

Under the new tax law, investment expenses aren't deductible on your federal return, but some states still allow you to deduct them on your state return.

 

To enter your Investment Expenses -

Click on Federal Taxes (Personal using Home and Business)
Click on Deductions and Credits
Click on I'll choose what I work on (if shown)
Scroll down to Retirement and Investments

On Other Investment Expenses, click on the start or update button

 

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies