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lng1999
New Member

Claim union dues

 
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1 Best answer

Accepted Solutions
IreneS
Expert Alumni

Claim union dues

Union dues are deductible as an employee expense. 

Keep in mind that you will not benefit from the expense if:

  1. You are taking the standard deduction instead of itemizing; and
  2. All of your unreimbursed employee business expenses and other miscellaneous itemized deductions added together are less than 2% of your AGI.  Only the amount over 2% AGI is deductible.


To enter these expenses in TurboTax, please follow these steps:

  1. Click on Federal Taxes > Deductions & Credits  [In TT Self-Employed:  Personal > Deductions & Credits > I'll choose what I work on].
  2. Scroll down to the Employment Expenses section and click on the Start/Revisit box next to Job-Related Expenses for W-2 Income. [See Screenshot #1, below.]
  3. On the screen, Employment Expenses Related to a W-2, mark the Yes button and click Continue.
  4. On the screen, Did you have any of these expenses in 2016? mark the Yes button and click Continue.[Screenshot #2]
  5. Continue through the interview, entering the requested information.
  6. When you come to the screen, Job-Related Expenses, enter your union dues in the appropriate box.  [Screenshot #3]

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post

2 Replies

Claim union dues

Only if you itemize. Employee expenses. Misc Itemized Deductions subject to 2% ...
IreneS
Expert Alumni

Claim union dues

Union dues are deductible as an employee expense. 

Keep in mind that you will not benefit from the expense if:

  1. You are taking the standard deduction instead of itemizing; and
  2. All of your unreimbursed employee business expenses and other miscellaneous itemized deductions added together are less than 2% of your AGI.  Only the amount over 2% AGI is deductible.


To enter these expenses in TurboTax, please follow these steps:

  1. Click on Federal Taxes > Deductions & Credits  [In TT Self-Employed:  Personal > Deductions & Credits > I'll choose what I work on].
  2. Scroll down to the Employment Expenses section and click on the Start/Revisit box next to Job-Related Expenses for W-2 Income. [See Screenshot #1, below.]
  3. On the screen, Employment Expenses Related to a W-2, mark the Yes button and click Continue.
  4. On the screen, Did you have any of these expenses in 2016? mark the Yes button and click Continue.[Screenshot #2]
  5. Continue through the interview, entering the requested information.
  6. When you come to the screen, Job-Related Expenses, enter your union dues in the appropriate box.  [Screenshot #3]

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

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