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    rockfarming
    New Member

    Can I claim carrying charges to handle my RRSP and Tax free savings investments? I see a financial advisor at a bank. Have not withdrawn funds.

     
    posted
    ‎October 30, 2019 8:38 PM
    last updated ‎October 30, 2019 8:38 PM
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    Accepted Solutions
    TurboTaxKim
    Level 15

    Can I claim carrying charges to handle my RRSP and Tax free savings investments? I see a financial advisor at a bank. Have not withdrawn funds.

    No, RRSP or TFSA management fees are not an eligible carrying charge.

    More information can be found in this link from CRA: https://bit.ly/2NjrEpY

    View solution in original post

    ‎October 30, 2019 8:38 PM
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    TurboTaxKim
    Level 15

    Can I claim carrying charges to handle my RRSP and Tax free savings investments? I see a financial advisor at a bank. Have not withdrawn funds.

    No, RRSP or TFSA management fees are not an eligible carrying charge.

    More information can be found in this link from CRA: https://bit.ly/2NjrEpY

    ‎October 30, 2019 8:38 PM
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    1,967
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    DHRH
    Returning Member

    Can I claim carrying charges to handle my RRSP and Tax free savings investments? I see a financial advisor at a bank. Have not withdrawn funds.

    How do I know if I can claim carrying charges for investments that are non registered?  Should the financial advisor provide this data?

    ‎April 30, 2020 8:07 PM
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