ErnieS0
Expert Alumni

Deductions & credits

CORRECTED RESPONSE to show union dues are deductible in full in New York as an itemized deduction, though any portion limited by the 2% deduction for income will need to be added as a manual adjustment.

 

New York allows you to deduct union dues in full. TurboTax will add your union dues to Form IT-196, line 21 (unreimbursed employee expenses), but will subtract 2% of your New York income from your allowable deduction.

 

You can add the balance on line 44. You will need TurboTax CD/Download to make this entry. If none of your union dues were deductible because of the 2% threshold, you can deduct them in full on line 44.

 

See How do I switch from TurboTax Online to TurboTax CD/Download?

 

  1. Tap Forms in the top right corner
  2. In the left column (Forms in My Return) find IT-196 and tap to open the form
  3. Scroll down to line 44 (Addition adjustments). You can enter the amount there or tap the magnifying glass. Doing this will carry you to Itemized
  4. Deduction Schedule Addition Adjustments.
  5. Enter the rest of your union dues on line 4
  6. Once you are done, tap Step-by-Step where Forms used to be to return to the interview mode.

See page 19 of Instructions for Form IT-196.

 

[Edited 03/18/23 | 16:10 PST]

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