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Level 2
December 7, 2019
Question

HOW TO FILE MONTANA MFS WITH SPOUSE NOT FILING?

  • December 7, 2019
  • 1 reply
  • 12 views
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1 reply

IntuitAlicia
Employee
December 7, 2019

This can be indicated in Screen 3, Miscellaneous Info / Direct Deposit, by checking the 'Married filing separate and spouse not filing' checkbox. This is located in the 'Montana Miscellaneous' section.

IntuitAlicia
Employee
December 7, 2019
When you check this box, it will mark Filing Status 2c on the return.
Level 3
March 31, 2021

This works for getting the box checked, but Lacerte is not splitting the income or deductions. Taxpayer lives and works in MT, spouse lives and works in another state. Lacerte is showing all income and deductions in the taxpayer column (both taxpayer and spouse income and deductions in total). Some should be split and some should be taxpayer specific. For Federal purposes they are filing a joint return.