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Level 1
February 24, 2026
Solved

Montana Form 2 Railroad Benefit Deduction

  • February 24, 2026
  • 1 reply
  • 5 views

Anyone else having a problem with Lacerte not figuring the Tier I Railroad Retirement Benefit deduction correctly? I have a client whose spouse gets Social Security and Lacerte is exempting her Social Security benefit too.

Best answer by Karl

I don't have Montana clients or clients with Railroad benefits, but this sounds like something you'll need to call Support over.

1 reply

KarlIntuit Community ChampionAnswer
Intuit Community Champion
February 26, 2026

I don't have Montana clients or clients with Railroad benefits, but this sounds like something you'll need to call Support over.

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