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Level 2
December 6, 2019
Solved

How to deduct Investment Expenses on form 8960? Specifically Advisory (Brokerage) fees? They are not picked up from Sch A or 4952, but they are deductible on the Form.

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itonewbie
itonewbieAnswer
Level 15
December 6, 2019

Did it exceed 2% of the AGI?

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5 replies

itonewbie
itonewbieAnswer
Level 15
December 6, 2019

Did it exceed 2% of the AGI?

---------------------------------------------------------------------------------Still an AllStar
aglashAuthor
Level 2
December 6, 2019
No, it didn't.  Does that matter for the 8960?