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Returning Member
posted Feb 28, 2020 2:55:54 PM

(Montana) TurboTax forcing me to use "married filing combined-separate"

I cannot change line 2a on Form 2 in Forms view, and there are no question prompts that allow me to change my filing status.  I cannot delete the return and start over.

 

How do I change my filing status to Married Filing Jointly (line 4, Form 2) to see which would give me the biggest advantage?

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1 Replies
Expert Alumni
Feb 28, 2020 3:40:05 PM

Your information on your State Return comes directly from the data you input into your Federal Return.  So if you want to change your filing status, follow these steps in TurboTax:

  1. While you are in your Tax Home,
  2. Select Personal Info,
  3. Select Review/Edit,
  4. Select Edit next to your filing status.