Montana Tax Filing
Filing Your Montana Taxes
It is tax season! Whether you’re an old hand at taxes or brand new, taxes can be intimidating and exhausting to think about. But there is help. Here you will find answers, forms and more that will make your paperwork easier, faster and less stressful. The information below will help you determine your residency status, find the correct forms and give you other information you’ll want to get started.
Montana income tax returns for 2019 are due Monday, April 15.
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Montana Tax Forms
- Montana Payment Voucher - Montana Individual Income Tax Payment Voucher (Use this form for estimated tax, extension, or amended return payments.)
- Montana 2 Booklet - Montana Individual Income Tax Form Booklet - Long Form (2011 does not include forms)
- Montana AMD - Montana Individual Income Tax Amended Return Reconciliation
- Montana Schedule IV - Montana Part-year and Non-resident Tax
- Montana Form 2 - Montana Individual Income Tax Return (Long)
- Montana Form 2EZ - Montana Individual Income Tax Return (Short)
- Montana Schedule VI - Montana Credit for Tax Paid To Another State
- Montana Form 2M - Montana Individual Income Tax Retun (Intermediate)
- Montana Schedule 1 - Montana Additions to Federal AIG Schedule
- Montana EXT-11 - Montana Extension Payment Worksheet
Determine Your Resident Status so You File the Right Forms
What form you need to fill out and file in Montana is based on your legal residency, or where your permanent, official “home address” was during 2019. Montana categorizes its residents four ways: full-time Montana residents, part-year, Montana residents who worked in another state, and nonresidents who worked in Montana or sold real estate or property located in Montana.
Anyone whose permanent, official address was in Montana al year is a Montana resident. You remain a Montana resident until you declare a permanent, legal home address in another state which means that even if you leave temporarily you maintain your resident status in Montana if your intention is to return. Residents whose federal gross income (not including unemployment benefits) exceeded the amount permitted on page three of the 2019 Montana Form 2 Instructions are required to file a Montana resident tax return. Montana residents can use either Form 2, Form 2M, or Form 2EZ. Check out the 2019 Montana Form 2 Instructions to figure out which return you need (download above). You’ll also need Schedule III if you itemize your tax deductions.
Part-Year Montana Residents
If you moved to or from Montana during the tax year and you intended on establishing permanent residency in Montana, you are considered a part-year resident. If you made income from Montana sources and your federal gross income (not including unemployment benefits) exceeded the permitted amount for your filing status (see page 5 on the Form 2 instructions), you are required to file a part-year return.
To file a part-year resident return, file Form 2. For more help when filling out this tax return, please see the 2019 Montana Form 2 Instructions, which you can download above.
Montana Residents – Work in Another State
Montana residents who worked out of state, will be taxed on any income earned in the other state(s). To avoid dual taxation, you can apply for a credit from Montana on any income taxed by another state. File Form 2, Schedule VI to apply for this credit. For more help, please see the 2019 Montana Form 2 Instructions, which you can download above.
Nonresident – But Worked or Sold Property in Montana
You are a nonresident of Montana if you did not make your permanent home here at all in the last tax year, although you may have temporarily lived or worked in Montana. If you earned income from Montana sources and your federal gross income (not including unemployment benefits) exceeds the amount permitted for your filing status are required to file a Montana nonresident state tax return.
Proceeds or income you gained from the sale of real estate or other real property in the state of Montana are considered income earned in Montana.
Montana nonresidents file Form 2. For more help, please see the instructions for the 2019 Montana Form 2, which you can download above. You can find the filing status chart there as well.