Salsman
New Member

can I claim investment management fees for previous years that I had forgotten about?

 

Investors and rental owners

You can claim these investment management fees by making an adjustment to your returns for those years. This TurboTax FAQ tells you how to do this using ReFile: https://turbotax.community.intuit.ca/turbotax-support/en-ca/help-article/accounting-bookkeeping/file...

 

This Canada Revenue Agency (CRA) web page lists other ways to can adjust your return: https://www.canada.ca/en/revenue-agency/services/tax/individuals/topics/about-your-tax-return/change...