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New Member
posted Jun 1, 2019 12:02:57 AM

Where do a put a fee I was charged for a stock that I own that split (AA and ARNC). My brokerage charged me a $20 miscellaneous fee for this transaction

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1 Best answer
Level 15
Jun 1, 2019 12:02:59 AM

This brokerage fee that you paid is deductible, if it was not in a retirement account (like a IRA) as an Investment Expense.

If it was in a Retirement account it could be deductible if you paid it with money outside of the retirement account. 

Note: 

The investment-related expenses – along with your other miscellaneous itemized deductions – must exceed two percent of your adjusted gross income (AGI) to be deductible. For example, if your AGI is $50,000, you can deduct only the amount that exceeds $1,000

To enter this in TurboTax go to the following:

Federal Taxes

Deductions and Credits

scroll down to bottom to: Other Deductions and Credits

to second one from bottom: Other Deductible  expenses

you will answer "no" on next screen and then see investment expenses. 

1 Replies
Level 15
Jun 1, 2019 12:02:59 AM

This brokerage fee that you paid is deductible, if it was not in a retirement account (like a IRA) as an Investment Expense.

If it was in a Retirement account it could be deductible if you paid it with money outside of the retirement account. 

Note: 

The investment-related expenses – along with your other miscellaneous itemized deductions – must exceed two percent of your adjusted gross income (AGI) to be deductible. For example, if your AGI is $50,000, you can deduct only the amount that exceeds $1,000

To enter this in TurboTax go to the following:

Federal Taxes

Deductions and Credits

scroll down to bottom to: Other Deductions and Credits

to second one from bottom: Other Deductible  expenses

you will answer "no" on next screen and then see investment expenses.