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New Member
posted Oct 30, 2019 4:12:26 AM

Where do I claim Investment management fees? It says go to INCOME tab in menu, in drop down menu, go to Investment Expenses, click on that. I cant find this

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1 Best answer
New Member
Oct 30, 2019 4:12:27 AM

In the TurboTax Free software, in the "Your Taxes" section, type "S4" in the search bar and then select "Statement of Investment Income."  At the bottom of that screen you will see where you can include carrying charges, including Investment management fees.

3 Replies
New Member
Oct 30, 2019 4:12:27 AM

In the TurboTax Free software, in the "Your Taxes" section, type "S4" in the search bar and then select "Statement of Investment Income."  At the bottom of that screen you will see where you can include carrying charges, including Investment management fees.

New Member
Mar 14, 2024 11:33:53 AM

I am using this platform but nothing shows up with the s4 in the search bar.  I need to post my statement investment fees, what area can I post this?

Intuit Alumni
Mar 14, 2024 11:37:39 AM

You are on the TurboTax Canada site where we deal with Canadian tax issues. Please go to the US site to post your question.

Thank you for choosing TurboTax.