The software did not calculate any tax due on the Montana state return, but listed a refund of all the W-2 tax for Montana. This can't possibly be correct. How can I fix this? Software does not let me manually enter numbers from the tax rate schedule.
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It is possible for you to not owe tax and instead be getting a refund of your withholdings so it may not need to be fixed. TurboTax automatically transfers your income from the federal return to your state return and calculates your tax, if any, automatically. You don't have to enter anything from the rate schedules.
Did you have a federal filing requirement? In general, if during the tax year you were a resident or part-year resident of Montana, or if you were a nonresident who received Montana source income; and you had a requirement to file a federal tax return, then you must file a Montana income tax return. If you did not have a federal filing requirement, but have a Montana addition or subtraction, you also must file a Montana income tax return. Montana DOR
Were you a Montana full-year resident for all of 2025? If so, can you confirm if you are filing a resident return, non-resident return, or possibly a part-year resident return? Make sure your residency dates are correct if you moved during the year. Did you only live and work in one state during 2025? What is my state residency status?
I have lived here 42 years, so we are not worried about whether I'm a resident or not. The issue came up when I discovered that the Turbo Tax program did not calculate any values for Taxes, Credits, and Payments on Form 2, the individual Montana Individual Income Tax Return. I eventually, calculated all of the values myself and used "override" to enter the numbers for all the lines. I am disappointed to say the least.
When I originally began this tax return, it calculated a tax due (which turned out to be exactly the number I got when I did it myself). It was only after I started the program a few days later and TurboTax "downloaded updates" that all the lines when blank.
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