PTIN Seal

Dividends

  1. PTINdirectory
  2. Tax Knowledge Database
  3. Dividends
  4. Is the amount listed on Form 1099-DIV box 5 for fund expenses deductible ?

Is the amount listed on Form 1099-DIV box 5 for fund expenses deductible ?

The amount listed on Form 1099-DIV box 5 for fund expenses is deductible as an miscellaneous itemized deduction subject to the 2% AGI limitation on IRS Schedule A.

Need Professional Help?

If you need help with "Dividends" or have other tax questions, we can help you find a local licensed tax preparer for a free, no-obligation consultation.