Montana – 529 Plan Entry Steps
To enter the Montana Exempt Family Education Savings Account Deposits and Earnings subtraction in your TaxAct® program:
- From within your TaxAct return (Online or Desktop) click on the State tab and then click Montana on the left side of the screen, directly below the Basic Info tab.
- Click Subtractions to expand the topic and then select Savings Account/Retirement Exemptions to review the topic
- Enter qualified 529 contributions in the field for ‘Exempt Family Education Savings Account Deposits and Earnings’