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posted Mar 16, 2025 2:35:01 PM

I received a "Tax package" from my investment management firm for 2024 which includes a T5, T5008, & a Summary of Fees. May I claim the fees as a "Carrying charge"?

A note on the document reads: "Total Amount Charged includes applicable GST/HST/QST. You should consult with your own independent tax advisor before taking any action based on the information provided (e.g., the deductibility of the above mentioned fees)."

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