Union dues are deducatable in New York State. Where can I enter my union dues?

[xmasbaby0 · Accepted solution]

Job-related expenses are not deductible on your federal return but you can enter them and they will flow to the state return.   

If you live in a state that lets you deduct job-related expenses, the information will flow from your federal return  to the state return, so enter it in

Federal>Deductions and Credits>Employment Expenses>Job-Related Expenses

[Tom228]

It has not been my experience that TurboTax imports my union dues correctly and automatically from my federal return.  I have to go into the forms interface, Form IT-196.  On line 44, Addition Adjustments, there is a pop-out worksheet.  Union dues may be entered on line 4 of this worksheet.  These will then be incorporated into your NYS tax return and you should see your Amount due / Refund adjust automatically.

[Mike381]

I've just realized that I seem to be having the same problem. How can I force it to bring up form IT-196 to enter this manually? I've been trying, but can't seem to find this.

[Tom228]

Can you get to form IT-196?  You have to click in the upper right where it says "Forms" next to "Notifications". As long as you're itemizing for NYS, I think TurboTax has to have an IT196 in there for you. 

On line 44 of IT-196, if  you click on the value for "Addition Adjustments" on Page 3 of the form (or on the blank line if there's no value there), a magnifying glass icon will appear that you can click on to go through to "Itemized Deduction Schedule Addition Adjustments", which appears in the TurboTax forms list as "Oth Add Adj" on my return.  You want item 4 on this worksheet.

I really don't think I can be much clearer in the description without screenshots of my return, which I'm not going to post.  

Good luck.

Edit:  This is based on the desktop version.  I don't use and can't comment on specifics of the online version.

[Mike381]

Wasn't possible to see the form on the online version of the program. But once I got to the end and paid I was able to review the form and it did in fact carry through.

Thanks for your help.

[Tom228]

I'm glad it worked out.  🎉