Drake Tax - MT - Return No Longer Needed

To remove an unnecessary Montana return, you must remove all references to MT in federal data entry and delete any Montana state-specific data entry screens. The most common cause of a persistent Form 2 is the presence of the update fields in the Montana screen TR (Prior Year Federal Tax Recovery).

1. Go to the Montana General tab and locate the TR screen.

2. Open the TR screen.

   Note  The grayed out values in Col A (2024) and Col B (2024). These updated fields are causing the Form 2 to generate when it is not needed.

3. While the screen is still open, press Ctrl + D on your keyboard to delete the screen.

4. Select Yes on the pop up Are you Sure?

5. The Montana COMP screen, located on the Other tab, will also need to be deleted by following steps 3 and 4.

6. Next, remove the deleted records by repairing the file. PressCtrl + Shift + R to activate the Repair Client File screen.

   • Keep the check box Automatically remove State Calculation Result Records selected.

7. Click Repair.

8. Select Yes to Save Changes.

9. View the return and Montana should no longer be generated.

   Note  If the MT return is still being generated, check for other entry points pointed to MT in both federal and state data entry.