Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- Lacerte Tax
- :
- Lacerte Tax Discussions
- :
- Does everyone agree with the treatment of investment advisory fees being passed out to a benefiary as a NY subtraction
Does everyone agree with the treatment of investment advisory fees being passed out to a benefiary as a NY subtraction
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
LMT
Level 1
03-27-2021
08:00 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
I entered investment advisory fees subject to 2% on the fiduciary input screen and I am not sure if the result I am getting is correct. It's going to the IT-225 coded as S 139 and gets passed out to the beneficiary as a NY subtraction adjustment. It doesn't seem right...how can it be a direct adjustment to income
Labels
This discussion has been locked.
No new contributions can be made. You may start a new discussion
here
1 Comment 1
sjrcpa
Level 15
03-27-2021
08:56 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
New York?
No that does not sound right.
Ex-AllStar
