Anonymous
Not applicable

Retirement tax questions

I'm trying to find the answer to the same question.  IRS Publication 529 (Rev 12/2019) states the following: 

Legal expenses that you incur in attempting to produce or collect taxable income or that you pay in connection with the determination, collection, or refund of any tax are miscellaneous itemized deductions and are no longer deductible.  

There is no mention of the "special circumstances" for Social Security Disability referenced in the TurboTax On Demand Help.  It looks to me like this section in TurboTax has not been properly updated to reflect the 2018 tax law changes.  It would help to know the source of their information, but I don't know how we can find that.