Common questions about Employee Business Expense (2106) in Lacerte

1. Open Screen 25, Itemized Deductions.
2. In the Section list, click Misc. Ded. (Subject to 2% AGI Limitation).
3. If the taxpayer is not filing Form 2106 to report expenses, press CTRL+E on Unreimbursed Employee Expenses (Not for Use with Screen 30).
4. In the Description column, enter the type of expense.
5. In the Amount column, enter the taxpayer's unreimbursed employee business expenses.
6. Repeat steps 3 and 4 for each expense to report.
7. Click OK when finished.

Note: According to the IRS, job search expenses in your present occupation may be deductible as unreimbursed employee expenses on Form 1040, Schedule A, line 21, or Form 1040NR, Schedule A, line 9.  See IRS Publication 529 for more information.

1. Open Screen 30, Vehicle/Emp Bus. Expense.
2. On Form (Ctrl+T), press CTRL+T and click Form 2106.
3. Enter the number of the W-2 from Screen 10, Wages, Salaries, Tips to which the employee's expenses relate in Number of Form.
4. Enter vehicle expenses and mileage information.

1. On the Detail tab, go to Screen 30, Vehicle/Employee Business Expense (2106).
2. Select the Form (Ctrl +T).
3. Select the Activity Name or Number.
4. Go to the Employee Business Expense section.
5. Enter the per diem amount in  Reimbursements not included on Form W-2, box 1 [O].

Please note the following information from F1 Help for this field:

Form W-2 box 12 amounts entered with a letter 'L' (Screen 10) are carried to Form 2106 automatically.   The amount attributable to meals must be entered in "If 'L' Above, Amount Attributable to Meals" (Screen 10, code 54).   The amount attributable to meals carries to Form 2106, line 7, column B.   To override the programs automatic calculation of these reimbursements from Form W-2 input, enter an amount here.