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Hello, are Union dues deductible?

 
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IreneS
Expert Alumni

Hello, are Union dues deductible?

Yes.  But only if:

  • You itemize your deductions (Schedule A); AND
  • All of your unreimbursed employee business expenses and other miscellaneous itemized deductions added together are more than 2% of your AGI.  [Only the amount over 2% AGI is deductible.]

[NOTE:  If you are self-employed, your union dues are deductible on your Schedule C as a business expense and not on Schedule A.]

To include union dues in your return, please follow these steps:

  1. Click on Federal Taxes [Personal in TurboTax Self-Employed] > Deductions & Credits.
  2. Scroll down to the Employment Expenses section and click on the Start/Revisit box next to Job Expenses for W-2 Income.  [See Screenshot #1, below.]
  3. On the Employment Expenses Related to a W-2 screen mark the Yes button and click Continue. [Screenshot #2]
  4. On the next screen, Did you have any of these expenses in 2016? mark the Yes button and click Continue[Screenshot #3]
  5. Continue through the screens until you reach Job-Related Expenses.  Enter the amount of your union dues along with a description.  [Screenshot #4]
  6. Click Continue when done


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**Mark the post that answers your question by clicking on "Mark as Best Answer"

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1 Reply
IreneS
Expert Alumni

Hello, are Union dues deductible?

Yes.  But only if:

  • You itemize your deductions (Schedule A); AND
  • All of your unreimbursed employee business expenses and other miscellaneous itemized deductions added together are more than 2% of your AGI.  [Only the amount over 2% AGI is deductible.]

[NOTE:  If you are self-employed, your union dues are deductible on your Schedule C as a business expense and not on Schedule A.]

To include union dues in your return, please follow these steps:

  1. Click on Federal Taxes [Personal in TurboTax Self-Employed] > Deductions & Credits.
  2. Scroll down to the Employment Expenses section and click on the Start/Revisit box next to Job Expenses for W-2 Income.  [See Screenshot #1, below.]
  3. On the Employment Expenses Related to a W-2 screen mark the Yes button and click Continue. [Screenshot #2]
  4. On the next screen, Did you have any of these expenses in 2016? mark the Yes button and click Continue[Screenshot #3]
  5. Continue through the screens until you reach Job-Related Expenses.  Enter the amount of your union dues along with a description.  [Screenshot #4]
  6. Click Continue when done


**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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