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New Member
posted Mar 19, 2025 4:42:53 PM

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

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1 Replies
Moderator
Mar 20, 2025 3:43:11 PM

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/filed-tax-return-still-make-changes/L992Trv7f_CA_en_CA

 

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-your-return.html