Ann17 Posted May 2, 2022 Report Share Posted May 2, 2022 Does anyone know if both spouses can claim fees paid to an investment counsellors under Carrying Charges and Investment Expenses @ line 22100. There is no "let MaxBack decide" option for this entry, which is normally present when only one spouse is eligible to claim? Nowhere in the CRA tax guide does it advise that only one spouse can claim this expense? Quote Link to comment Share on other sites More sharing options...
TheTaxSmith Posted May 2, 2022 Report Share Posted May 2, 2022 You have to allocate the fees to each individual. So if it's a joint investment account then split it based on the percentage of joint ownership. The software does not allocate it. Quote Link to comment Share on other sites More sharing options...
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