Amy, in answer to your questions:
Our Montana Form 2, Page 1, Line 2 b has correct amounts of taxable interest for both of us.
Our Montana Form 2, Page 1, Line 13 has subtractions for both of us. Mine is $800 lower than it should be.
Our Montana Form 2, Page 5 (Subtractions), Line 2 has correct amounts of federal obligation interest for both of us.
Our Montana Form 2, Page 5 (Subtractions), Line 3 has $0 for me (Column A) and $800 for my wife (Column B).
From many years of using turboTax, I am aware of the right click feature for finding the source information. It works for some of the forms in my 2022 TurboTax product, BUT RIGHT CLICKING THE LINE 3 INTEREST EXCLUSION AMOUNTS DOES NOT ALLOW ME TO SEE THE SOURCE DATA. Yesterday, in an extended phone conversation with TurboTax Tax Expert Yvette, I confirmed these and many other details and was given the impression that my TurboTax CD product may have a defect and that an online update will not correct this. I have wasted a considerable amount of time and mental energy on this and am planning to file my Montana taxes this afternoon and put this frustrating experience behind me.
