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S
Salsman
March 19, 2025
Question

can I claim investment management fees for previous years that I had forgotten about?

  • March 19, 2025
  • 1 reply
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    1 reply

    TurboTaxSusan
    TurboTaxSusan
    March 20, 2025

    You can claim these investment management fees by making an adjustment to your returns for those years. This TurboTax FAQ tells you how to do this using ReFile: https://turbotax.community.intuit.ca/turbotax-support/en-ca/help-article/accounting-bookkeeping/filed-tax-return-still-make-changes/L992Trv7f_CA_en_CA

     

    This Canada Revenue Agency (CRA) web page lists other ways to can adjust your return: https://www.canada.ca/en/revenue-agency/services/tax/individuals/topics/about-your-tax-return/change-your-return.html

     

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