Get your taxes done using TurboTax

BillM223 · ‎March 29, 2023

I quickly cooked up a Montana test with a married couple and $5,000 in interest in an account owned by both spouses. The federal was married filing joint. As I progressed through the Montana interview, TurboTax (the CD/download software) suggested that I file Montana as Married filing separate, I said YES.

Then later in the MT interview, The program said that Married filing joint in MT would be better (less tax due). I chose to stick with Married filing separate in MT.

The result was that I got the exclusion of $800 for each spouse.

I mention my progress on the off chance that you did not see the same choices as me, and that one of my choices (switching from MFJ to MFS then staying with MFS) caused the difference.

So what was your path?

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