Carolbeck Posted April 5, 2014 Report Share Posted April 5, 2014 I heard today from one of my clients of the following from his broker: Managed Account Fees. He says that fee can be declared on a Schedule D as a short term capital loss, if Schedule A is overloaded. The fee is the cost basis and the sale is zero. I have always claimed the Investment fees on Schedule A, is the above correct? Sorry to be a pain, I just never heard of this. Thanks, Carol Quote Link to comment Share on other sites More sharing options...
michaelmars Posted April 5, 2014 Report Share Posted April 5, 2014 never heard that because its not true 1 Quote Link to comment Share on other sites More sharing options...
Carolbeck Posted April 5, 2014 Author Report Share Posted April 5, 2014 never heard that because its not true Thank you! i thought so too. This client is a PITA. 1 Quote Link to comment Share on other sites More sharing options...
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