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86old
New Member

Where do i enter i.m.a. fees from my investment

 
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Accepted Solutions

Where do i enter i.m.a. fees from my investment

In TurboTax Standard Online:

Click "Income"

Click "Investment Expenses"

Click "Investment Management and Advice"

On the "Carrying Charges" screen, enter the I. M. A. Fees on the "Investment Council Fees" line.  Enter the Description and the amount of the Fees.

Please refer to the attached screenshots.

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1 Reply

Where do i enter i.m.a. fees from my investment

In TurboTax Standard Online:

Click "Income"

Click "Investment Expenses"

Click "Investment Management and Advice"

On the "Carrying Charges" screen, enter the I. M. A. Fees on the "Investment Council Fees" line.  Enter the Description and the amount of the Fees.

Please refer to the attached screenshots.