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If my union dues are in box 14 on my w-2, do I need to enter that again in other misc expenses? (state of PA)

 
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2 Replies

If my union dues are in box 14 on my w-2, do I need to enter that again in other misc expenses? (state of PA)

No.   Information flows from your federal return to the state return, so it will go to the PA return when you enter the W-2.

**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.**
BillM223
Employee Tax Expert

If my union dues are in box 14 on my w-2, do I need to enter that again in other misc expenses? (state of PA)

It depends. Box 14 items are not hardcoded by the IRS - these items are just informational items that the employer is showing to the employee. That is, there is no hard-and-fast code for union dues in box 14, which means that TurboTax cannot automatically transfer this amount to the state return.

 

This means that you will have to separately enter the dues as a miscellaneous expense on Schedule A. THEN, it will carry automatically to your state return.

 

Union dues are not always deductible on the federal return. Please see:

While self-employed individuals can easily claim this deduction on their federal returns, W-2 employees may find it more challenging to do so.

...

If you are a member of a union, you may be able to claim a deduction on your federal tax return for your union dues. To do this, you’ll need to use Schedule A and enter the deduction amount on line 7.

...

It’s also important to note that the deduction for union dues is considered an itemized deduction. This means that you will need to choose between using the standard deduction or itemizing your deductions on your tax return. 

See "Are union dues tax deductible?" at the IRS website.

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