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I've checked the FAQ searched through posts. I'll have to download Pub550, but I'm a little confused on investment expenses.

The matter of confusion comes in on Form 4952 line 5 (Investment Expenses) versus Schedule A line 22 (Other Expenses - investment)

Form 4952 appears more linient in what qualifies as an expense. If my Schedule A line 22 expenses do not meet my 2% floor, what amount do I enter into Form 4952 line 5? My expenses for things like investment books and publication doesn't make my 2% floor, but TurboTax has it listed on Form 4952 line 5. Is this correct? The instructions aren't clear as is typical.

I have margin interest which is on line 1 form 4952 and line 13 of schedule A.
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