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Winston348
Returning Member

Fiduciary Fees

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

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2 Replies

Fiduciary Fees

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

LeticiaF1
Expert Alumni

Fiduciary Fees

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 

 

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