On my SSA-1099, box 3, Attorney fees $2,018.50 appear. The fees were for my disability attorney. In addition she charged me $120 directly related to medical records.

Forum|Forum|6 years ago
June 6, 2019
2 replies
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How and where should I enter these figures?

TurboTax Deluxe Online

Best answer by fanfare

Only if you itemize, you can deduct the attorney fee in proportion to the taxable amount of SS benefits over the total SS benefits paid to you.

It is a miscellaneous deduction also subject to the 2 % of AGI exclusion.

Only attorney cost related to taxable income can be deducted. Since SS Benefits are always to some fraction not taxed, then your attorney deduction is reduced by the same fraction.

[Update: the miscellaneous deduction subject to the 2 % of AGI exclusion has been eliminated]

fanfareAnswer

Employee

Only if you itemize, you can deduct the attorney fee in proportion to the taxable amount of SS benefits over the total SS benefits paid to you.

It is a miscellaneous deduction also subject to the 2 % of AGI exclusion.

Only attorney cost related to taxable income can be deducted. Since SS Benefits are always to some fraction not taxed, then your attorney deduction is reduced by the same fraction.

[Update: the miscellaneous deduction subject to the 2 % of AGI exclusion has been eliminated]

Sundance4

SSA 1099 Feds charged me Attorney Fees Where do I enter that amount as an itemized item

as you mention on Federal worksheet?

TammyPalmer

where do you input it on the SSA-1099 form in the software

DaveF1006

@Sundance4 No, because of the Tax Cuts and Jobs Act (TCJA) passed in 2017, legal fees are no longer available as itemized deductions on a federal return. The act eliminated all miscellaneous deductions subject to the 2% AGI exclusion.

[ Edited 02/08/22|05:21 PM PST]

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