Can I deduct union dues, and where do I enter them in TurboTax?
You can deduct union dues and union membership initiation fees on your federal return, provided you are able to itemize deductions.
However, you're only allowed to deduct the amount above and beyond 2% of your Adjusted Gross Income (AGI).
For example, if your AGI is $35,000, and your union dues are $1,000, the IRS will let you deduct [$1,000 – ($35,000 x .02)] = $300.
TurboTax does the math, just enter your total union dues long with all other deductions and we'll show you whether itemizing helps you.
How to enter your union dues in TurboTax
The easiest way is to search for union dues in your TurboTax program. If you see Jump to union dues in the search results, click that link.
You'll see a screen that asks about job-related expenses. Continue following the on-screen instructions.
You'll come to a screen titled Job-Related Expenses. This is where you enter the full amount of your union dues, plus any initiation fees.
Also, you can include assessments for benefits paid to unemployed union members, but not the portion that provides funds for sick, accident, or death benefits.