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New Member
posted Oct 30, 2019 1:25:46 AM

Are Trailing Commissions on Mutual Funds tax deductible? If so where do I enter the amounts?

On the Charges and Compensation reports issued from Mutual Fund Companies and their agents, there are Transaction charges, operating charges, deferred sales charges and trailing commissions listed on our funds  Annual Performance Reports.

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1 Best answer
New Member
Oct 30, 2019 1:25:47 AM

Trailing Commissions are not deductible as they are withheld from the income generated by your investment before it is reported to you or conversely subtracted from your principal on redemption and will reduce your Capital Gain or increase a Capital Loss.

1 Replies
New Member
Oct 30, 2019 1:25:47 AM

Trailing Commissions are not deductible as they are withheld from the income generated by your investment before it is reported to you or conversely subtracted from your principal on redemption and will reduce your Capital Gain or increase a Capital Loss.