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April 11, 2024
Question

investment expenses

  • April 11, 2024
  • 1 reply
  • 0 views

We are retired and have investment accounts managed by a financial adviser.  Can we deduct their fees as investment expenses?

1 reply

April 11, 2024

No, investment expenses are no longer deductible for individuals since the Tax Cuts and Jobs Act of 2017. 

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