Skip to main content
April 2, 2023
Question

Where do I include "Advisory Fee Rebate" we received as checks in April 2022 for an investment fund we held in back in 2016 or 2017?

  • April 2, 2023
  • 1 reply
  • 0 views
No text available

1 reply

April 3, 2023

If it is just a refund of fees you paid, then you don't need to report that on your tax return.  It is not income, just a refund of your money.

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"