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Screen MTAdj-2 - Montana Income Adjustments (1040)
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Overview
Use this screen to complete the Montana Tax Benefit Worksheet, Form MSA, Form FTB, and Form DS-1.
Tax Benefit Rule Calculation
Information entered in this section is used to complete the Montana Tax Benefit Worksheet (Form W, Worksheet 2) and Form 2. The worksheet automatically calculates with proforma'd data, and print as needed. If proforma is unavailable for the client, enter either the force amount or the detailed information.
Taxable federal income tax refunds (Force)
Use this field to override the calculated Tax Benefit Worksheet amounts or for quick data entry. By entering amounts in this field, the worksheet does not calculate, but the amounts entered print on Form 2. Enter last year's information below this
Force
field to cause the Tax Benefit Worksheet to calculate.Federal income tax refunds / Federal refundable credits
The data entered in these fields along with the fields below causes the Montana Tax Benefit Worksheet to calculate. Use these fields to override the calculated Tp/Jt amount (available when the client has been proforma'd). If the amount needs to be separated into taxpayer and spouse amounts, both values have to be entered.
Federal taxes paid in / ... / Montana filing status
Enter prior year Montana information found on Form 2 to determine if any portion of a prior year's federal refund is taxable on your Montana return. If this client has prior-year Montana data, the amounts will proforma to these fields.
Medical Savings Account
Information entered in this section is used to calculate deposits and withdrawals from medical savings accounts and is used to complete Form MSA.
First Time Home Buyer Savings Account
Information entered in this section is used to calculate deposits and withdrawals from first time homebuyer's savings accounts. This information is used to complete Montana Form FTB.
Disability Income Exclusion
Information entered in this section is used to calculate Form DS-1. Income to be excluded from tax displays on Form 2, Subtractions Schedule.