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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.

aglash

Level 2

Forum|Forum|6 years ago

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.

Forum|Forum|6 years ago
December 6, 2019
1 reply
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Best answer by itonewbie

Did it exceed 2% of the AGI?

1 reply

itonewbieAnswer

Level 15

Forum|Forum|6 years ago

December 6, 2019

Did it exceed 2% of the AGI?

---------------------------------------------------------------------------------Still an AllStar

aglashAuthor

Level 2

Forum|Forum|6 years ago

December 6, 2019

No, it didn't. Does that matter for the 8960?

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