missing Montana schedule 1

3 replies
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Can not see or print form 2 schedule 1 for Montana state tax

How can I print Montana form 2 adjustment form schedule 1

LenaHAnswer

Alumni - Expert

Expert Reviewed

Can you clarify which information on Schedule 1 you had to enter manually? This will help determine which interview screen was required to populate the form automatically.

In TurboTax, Schedule 1 is generated automatically if there are Montana adjustments entered. I did a mock return and Schedule 1 populated correctly for the lines I tested. However, since there are many possible adjustments, I want to look into the specific lines from your return. Please tag me in your response so I can look into this further.

In regards to the Montana Elderly Homeowner/Renter Credit, TurboTax calculates this credit automatically based on the date of birth entered in the return, as well as the selections on the Elderly Homeowner/Renter Credit screen (see screenshot below). I did not have any issues toggling between the Yes and No options.

@user17634012947

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Olivia342

Level 3

You can access Montana Form 2 Schedule 1 (Adjustment Form) directly from the Montana Department of Revenue website. Go to the Forms & Instructions section, select Form 2, and download Schedule 1 as a PDF. Once downloaded, you can view, print, or fill it digitally.

user17634012947Author

Level 2

The whole purpose of purchasing TurboTax is for it to fill in the values and print the proper forms.

If I download the form from the state, it still has to be filled in by manual calculations. The state program feature also has problems, as when it asked if I qualified for elder credits, it queried if I was a resident of more than 9 months , click yes or no. It did not have the an no box, there was no way to correct the response.

After using TurboTax to mail in to file the state return, as flowing the steps laid out. I got a response from the department of revenue that the forms were missing.

If I have to manually download and manually calculate values, what is the purpose of even using TurbotTax?