topic My federal tax withholding is not showing on my Montana itemized deductions, it is only showing my spouse's withholding on line 4a. How do I get Turbotax to correct this? in Get your taxes done using TurboTax

My federal tax withholding is not showing on my Montana itemized deductions, it is only showing my spouse's withholding on line 4a. How do I get Turbotax to correct this?

MT2021 — Mon, 15 Mar 2021 01:49:29 GMT

We both had federal tax withholding (and liability) in excess of the limit for itemized deductions, but for some reason TurboTax is reporting it all under my spouse, when a portion should be assigned to me in order to reduce our state tax liability. We are filing married filing separate on the same form.

Re: My federal tax withholding is not showing on my Montana itemized deductions, it is only showi...

JohnB5677 — Wed, 17 Mar 2021 16:21:49 GMT

I want to be sure I understand. You said you were filling Married Filling Separate, but you are reporting it on the same form?

This would not be the correct procedure. If you file as Married Filling Jointly you post both of your incomes to the same form.

However, if you file Married Filing Separate you would each have your own form.

Your tax is being allocated to your wife because it thinks everything on it is for her tax return.

Re: My federal tax withholding is not showing on my Montana itemized deductions, it is only showi...

MT2021 — Wed, 17 Mar 2021 17:05:40 GMT

Montana is unique in that they allow you to file married filing separately on the same form. If both spouses have income it is often more advantageous to file this way as opposed to jointly on the Montana state return. (Even though we are still filing jointly on our federal return). So yes, we are filing married filing separately on the same form.