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M
Mona Song
Level 2
April 11, 2023
Question

Is Investment Misc Fees deductible? Where to input in ProSeries?

  • April 11, 2023
  • 2 replies
  • 15 views

Hi,

My client has investment account with Ameritrade. Apparently, there are some Misc Fees includes Depository receipt fee. Are they deductible to reduce the dividends /Capital Gains ? Where to inpu them in ProSeries?

Thank you!

 

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2 replies

J
jeffmcpa2010
Level 10
April 11, 2023

They used to be a misc. itemized deduction - no longer available for federal, might be available to some states.

    Just-Lisa-Now-
    Just-Lisa-Now-Intuit Community Champion
    Intuit Community Champion
    April 11, 2023

    When you double click on the Sch B dividends entry line, that additional worksheet has a spot for it, but you wont see any difference on the federal return, only some states still allow it.

    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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