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"?
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)."
posted
yesterday
last updated
March 16, 20252:35 PM
You are leaving TurboTax.
You have clicked a link to a site outside of the TurboTax Community. By clicking "Continue", you will leave the Community and be taken to that site instead.