Investment expenses are still a miscellaneous itemized deduction on Schedule A of Form , so they’re subject to the 2-percent rule—you can only claim the deduction for expenses that exceed 2 percent of your adjusted gross income AGI. On-screen help is available on a desktop, laptop or the TurboTax mobile app. Install on up to 5 of your computers. Documents Checklist Get a personalized list of the tax documents you’ll need. For the Full Service product, the tax expert will sign your return as preparer. Investment interest is interest paid on a loan where the proceeds were used to purchase property you held for investment. Enter them on line 9 of the Schedule A of the new Form that you’ll file in