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Level 2

Question

Fiduciary Fees

Forum|Forum|2 years ago
March 31, 2024
2 replies
36 views

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

Level 15

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

Level 12

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:

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

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