Montana Itemized Deductions

Forum|Forum|4 years ago
March 30, 2022
1 reply
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Our federal taxes in Montana itemized deductions are not being capped at $5000 even though we're filing as "married filing separate on same form". It's showing $1553 for my husband and $3746 for me which totals $5299. We had $600 in ES in 2021 as well as payroll withholding. Help?

DaveF1006

Level 15

If you are strictly speaking about Montana state taxes, the $5000 itemized deduction cap is per person and not combined. If you filed Married filing jointly, it would have been a $10,000 cap.

If you reported state tax withholdings in a W2 or other tax documents, this is accounted for in your state return. Also, did you report the State estimated tax payments by going to:

federal>deductions and credits
Estimates and Other Taxes Paid
State estimated taxes for 2021

[ Edited 03/30/22| 05:58 PMPST]

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Diane in MTAuthor

Level 2

oh gosh...that makes sense. But now it's the other way. ..not picking up all my husband's withholding from his W-2 of $3496 or our ES payments $600. Mine is right though.