Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Mar 27, 2025 5:12:46 PM

misc expenses or fees for investment accounts

On my composite 1099 form, the investment lists Miscellaneous Fees in the category Fees & Expenses not reported to the IRS.  Can I deduct these Miscellaneous Fees charged by the investment management company?

0 1 1062
1 Replies
Expert Alumni
Mar 28, 2025 5:04:59 AM

No, investment management fees are not deductible on your Federal return.  

 

However, some states may allow a deduction only on the state return.