- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Get your taxes done using TurboTax
No. "Beginning with tax years starting after December 31, 2023, Montana taxpayers must use the same filing status they used for federal purposes. This includes married couples who have different residency statuses for Montana tax purposes.
For example, a nonresident couple filing a joint federal return is required to file a joint Montana return even if only one spouse has Montana source income. Similarly, a couple where at least one spouse is a resident or part-year resident and files a joint federal return will file a joint Montana return even if the other spouse is not a Montana resident.
Couples with different residency statuses where one is a resident or part-year resident will use the “part-year resident” status and complete the Schedule II with their Form 2, to compute their tax on a joint return."
Sources for above in quotations: Montana Department of Revenue website (Click on "Filing Status" to be redirected to 2nd Web link) and Montana Individual Income Tax Filing Statuses
You can also file as "Married Filing Separately" on your Federal and State tax returns, but you may also lose valuable deductions only available to "Married Filing Jointly" filers.
Your husband will file as a "Part-Year Resident" filing jointly with a nonresident spouse (Schedule II with Form 2) (even if he is considered a Montana resident); only his Montana-source income is taxable by Montana.
None of the non-resident spouse's income (from Nevada) is taxable by Montana.
Sources for above in bold: 2024 Montana Form 2 - Individual Income Tax Instructions (pages 5-6)
You should use the Desktop version of TurboTax.
[Edited 1/23/25 | 9:01am PST]
**Mark the post that answers your question by clicking on "Mark as Best Answer"