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Using Form 2106 for Federal and State Employee Business Expenses for Tax Year 2018

elaine63
Level 2

cannot transfer form 2106 to 1040 worksheet 

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RETaxAcctBrk
Level 3

Though the IRS has done away with this deduciton, many states have not.  So you need to be sure to get the input done for the purposes of determining state itemized deductions.  I have not done any yet (focused on Business Returns), but this was made clear in the tax reform training I have completed.  You might backtrack from the State Forms, or simply input directly and bypass 2106 (Sch A Scr 25 in Lacerte).

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abctax55
Level 15

Same answer as on the other forum.

Form 2106 for employee business expenses is invalid for 2018.  TCJA 2017 did away with them for most folks.

At least over here you can't hand out no votes because you don't like the answer.


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taxed2max
Level 3

The form is still valid and should be completed because it will carry to any non-adopting states.  

IntuitCharlene
Community Manager
Community Manager

In ProSeries on the 2106 there is a Form 2106, Part 1 Smart Worksheet at the top. Question C will determine where the 2106 information flows. C1-C4 would impact the Federal Schedule A. C5 (Miscellaneous 2% Itemized Deduction STATE ONLY) would be for states that still allow the deductions but would not impact the Federal worksheets. 

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KenW
Level 1

How do you enter vehicle expene for the state but bot fed?

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Just-Lisa-Now-
Level 15
Level 15

@KenW At the bottom of Sch A there is a Quick Zoom button to click to enter the misc itemized deduction expenses that will flow to the state.


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jbdaigle1102
Level 3

would like to know if Louisiana has adopted the  state only deductions for form 2106?

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Just-Lisa-Now-
Level 15
Level 15

@jbdaigle1102  It appears that LA has "rolling conformity" to the TCJA...you may need to do some reaserch to see what they allow and what they dont.


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clr600
Level 8

Louisiana does not have a sch a itemization

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Cindy1
Level 1

Are we not allowed to deduct per diem in 2018?

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sjrcpa
Level 15

Miscellaneous itemized deductions subject to 2% AGI limit are no longer allowed for 2018 tax returns.

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taxed2max
Level 3

You will deduct per diem on non-adopting state returns.  Also you will need to input the data for federal purposes whenever you get the W2 with the code L in it (without the input the L amounts get added as taxable income).

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RETaxAcctBrk
Level 3

Though the IRS has done away with this deduciton, many states have not.  So you need to be sure to get the input done for the purposes of determining state itemized deductions.  I have not done any yet (focused on Business Returns), but this was made clear in the tax reform training I have completed.  You might backtrack from the State Forms, or simply input directly and bypass 2106 (Sch A Scr 25 in Lacerte).

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