IntuitCharlene
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Moderator

For the Investment Expenses since Tax Reform removed the Miscellanous Deduction for them then they would not be on the tax return and there would not be a tax benefit for them. This news article has a bit more information. 

https://www.cnbc.com/2018/06/18/this-investment-fee-tax-break-is-gone-what-that-means-for-your-ira.h...

As for how that impacts the state level each state has different rules and adaptations for the Tax Cuts and Jobs Act.  Some states have adopted the new rules and some states have decided to be non-conformity and still allow deductions that were not allowed on the Federal this year. You would need to look at each state itemized Deduction worksheets and Schedules to determine if the state would still give a benefit. 

 

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