Montana 2010: Partial Pension and Annuity Exemption
Updated: 7/29/2011
Article ID: SLN53312
Certain customers, who had taxable distributions from 1099-R, may have filed an incorrect state tax return.
TurboTax has fixed this issue.
How to tell if you are impacted:
You may be affected if ALL of the following are true:
- You filed a 2010 Montana state return prior to March 16, 2011 AND
- You had a 1099-R with a distribution code of 3 or 4 in Box 7 AND
- Your Federal Adjusted Gross Income (Form 1040, Line 37 or Form 1040A, Line 21) was less than $32,140 ($33,960 if married filed joint)
If you are affected, you may have overpaid your state tax. You will need to amend your state tax return.
If you need to contact us, please use the phone number in the email from TurboTax and tell the representative you’re calling about the Montana: Partial Pension and Annuity Exemption.
Solution
Let us do the work for you. We highly recommend this.
- Please download and print this Authorization Form.
- Complete the form and fax it to us at the number printed at the top of the form.
- Note: After we receive your completed authorization form, please allow up to 15 days to amend your return.
- You can print, sign and mail the corrected return to Montana Department of Revenue.
Or you can make the corrections yourself. However, the amend process can be complex.
- To do it yourself, please follow these step-by-step instructions.
- After you make the changes to your tax return, you will need to mail a copy to Montana Department of Revenue.
- If you need assistance, call us at the phone number in the TurboTax email.
