Job-Related Expenses - Needs Review Message

[jmsim9703]

I have the same issue.  TT even tells me that I got the credit, but does not apply it. I'm a W-2 employee in IN and have always been able to add job related expenses until this year. What changed?

[jmsim9703]

What changed for 2024? I've been able to get the job related expenses credit every year. Even this year, it tells me I get the credit, but never applies it. I am in IN so what changed from when I started using the credit in 2022?

[BrittanyS]

Job Related Expenses for W-2 earners was removed from 2018 to 2025 by the Tax Cuts and Jobs Act of 2017 on a Federal Level.  There is a few exceptions to this, see the list below of professions that still allow the credit:

• Armed Forces reservist
• Qualified performing artist
• Fee-basis state or local government official
• You're disabled and have impairment-related expenses

 Some states still allow the expenses.  Per the Indiana DOR website, job related expenses are not listed as a deductions for 2024.  If you enter the credit on any return after 2018 then the credit should not have been applied.  If your state allows the job related expense you can enter the information on your federal return and it will transfer over to the state.  However, the needs review will remain on the federal return.  This will not prevent you from e-filing.  For more information see the link below:

• Job Related Expenses
• Indiana DOR: Deductions

@jmsim9703 

[jmsim9703]

Interesting that for 2022 and 2023 it allowed the credit. I even pulled up my 2023 Turbo Tax application and looked to make sure that the verbiage that TT used was the same and it was the same for 2023 and 2024. It should not allow you to continue with that section if you select NO when it asks if you work for any of the occupations it lists or if you are from a state that does not allow this. TT screwed this up!

[jared24]

For 2023 I did not get this message

[jmsim9703]

Exactly, I didn't get the "Needs review" either for 2022 or 2023. Everything is exactly the same for 2024, except I now get that message and it won't actually give the credit even though at the end it says "Congratulations, you get a credit."  TT bugs get worse every year :(

[BrittanyS]

TurboTax is constantly working to update software to make it easier to file your taxes.  The needs review is a reminder that job-related expenses can not be claimed at the federal level.  However, many states still allow job-related expenses, so entry is still available.  See my post from above on Job-related expenses:

Job-related expenses for W-2 earners were removed from 2018 to 2025 by the Tax Cuts and Jobs Act of 2017 on a federal level.  There are a few exceptions to this; see the list below of professions that still allow the credit:

• Armed Forces reservist
• Qualified performing artist
• Fee-basis state or local government official
• You're disabled and have impairment-related expenses

 Some states still allow the expenses.  Per the Indiana DOR website, job-related expenses are not listed as a deduction for 2024.  If you enter the credit on any return after 2018, then the credit should not have been applied.  If your state allows the job-related expense, you can enter the information on your federal return, which will transfer to the state.  However, the needs review will remain on the federal return.  This will not prevent you from e-filing.  For more information, see the link below:

• Job-Related Expenses

@jmsim9703 

[PaddyH]

@BrittanyS for those of us that get the state credit we need to know what dollar amount we get the credit for like we did in 2023.  The needs review blocks us from seeing it.  Please report it.

[TaxPayerWA]

Using TurboTax Home and Business 2024 for PC with March 6 updates applied.

The annoying "needs review" still appears for the "Job-related Expenses" category even after deleting Form 2106. I saved the form and verified that Form 2106 no longer exists. I saved, closed TurboTax, and then reopened. "Needs Review" still appears for "Job-related Expenses."

[pugpapa75]

CA based here and have the same Error ("Needs Review").

[LindaS5247]

The Needs Review message will likely NOT prevent you from e-filing. ‌Before you file your tax return, TurboTax will take you through a "Complete Check" and will flag any errors that will prevent e-filing then. 

 If there are any errors on the return, the Complete Check in the final review section will prompt you to make changes before submitting your tax return(s). 

You could also try deleting your expenses and re-inputting them. Sometimes this helps clear any "Needs Review" that you are getting.

Please come back to TurboTax Community with any additional information or questions you may have and we will be glad to help you.

[randsom]

This has never been an issue over the many years I have been using TT.  Now I'm getting the persistent needs review under job expenses.  The needs review always disappeared before and the amounts were always forwarded to my California return even though the federal didn't need it.  Something happened.

[PaddyH]

@LindaS5247 How do we know what the total of the deductions are that will be transferred to our CA return without it being populated with a number instead Needs Review?

It’s a bug because it’s worked for years and stopped working this year.

Can you report it?

[DawnC]

Go ahead and scroll down to the bottom of the page and click on Continue.   The Needs Review message will NOT prevent e-file.   Before you file the return(s), TurboTax will take you through a Complete Check and will flag any errors that will prevent e-filing then.   You can continuing preparing your returns and ignore the needs review messages.   If there are any errors on the return, the Complete Check in the final review section will prompt you to make changes before submitting the return(s).   

[randsom]

Should still be fixed so we don’t have to play these games.  

Does it have something to do with the proper reporting of removing a car related to job expenses?