Union dues are deducatable in New York State. Where can I enter my union dues?

Forum|Forum|2 years ago
February 20, 2024
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TurboTax Deluxe Online

Best answer by xmasbaby0

Job-related expenses are not deductible on your federal return but you can enter them and they will flow to the state return.

If you live in a state that lets you deduct job-related expenses, the information will flow from your federal return to the state return, so enter it in

Federal>Deductions and Credits>Employment Expenses>Job-Related Expenses

xmasbaby0Answer

Employee

Job-related expenses are not deductible on your federal return but you can enter them and they will flow to the state return.

If you live in a state that lets you deduct job-related expenses, the information will flow from your federal return to the state return, so enter it in

Federal>Deductions and Credits>Employment Expenses>Job-Related Expenses

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

Tom228

It has not been my experience that TurboTax imports my union dues correctly and automatically from my federal return. I have to go into the forms interface, Form IT-196. On line 44, Addition Adjustments, there is a pop-out worksheet. Union dues may be entered on line 4 of this worksheet. These will then be incorporated into your NYS tax return and you should see your Amount due / Refund adjust automatically.

Mike381

I've just realized that I seem to be having the same problem. How can I force it to bring up form IT-196 to enter this manually? I've been trying, but can't seem to find this.

Tom228

Can you get to form IT-196? You have to click in the upper right where it says "Forms" next to "Notifications". As long as you're itemizing for NYS, I think TurboTax has to have an IT196 in there for you.

On line 44 of IT-196, if you click on the value for "Addition Adjustments" on Page 3 of the form (or on the blank line if there's no value there), a magnifying glass icon will appear that you can click on to go through to "Itemized Deduction Schedule Addition Adjustments", which appears in the TurboTax forms list as "Oth Add Adj" on my return. You want item 4 on this worksheet.

I really don't think I can be much clearer in the description without screenshots of my return, which I'm not going to post.

Good luck.

Edit: This is based on the desktop version. I don't use and can't comment on specifics of the online version.