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After you file
Did you already file your returns because there is an option in your montana return that asks if you wish to itemize your deductions. To claim;
- You first must enter your itemized deductions in your federal return. Don't worry if it tells in the end that the standard deduction is right for you because you are only doing this so you can claim these on your Montana return.
- Now, go to the state tab section in your return. Scroll through the interview questions until you reach a screen asking if you wish to take itemized deductions. Here you will say yes and the federal itemized deductions you entered will populate into your Montana return.
- Now your itemized deduction amounts, including state taxes that were withheld from your W2 will now appear on line 15 in Form 2.
If you have already filed and need to amend.
- Log into Turbo Tax
- Go to My Tax Returns and Documents
- Select year 2022
- Select amend/change 2022
After going through the preliminary information and you are back into your return, perform steps 1 &2. After everything is done, you will need to print and mail your Montana amended return. Do not attempt to efile your federal return nor print and mail the amendment even though itemized deductions were reported in the return.
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March 22, 2023
4:40 PM