Montana Income Taxes and MT State Tax Forms

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Montana
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Prepare and efile Your Montana Tax Return

The efile.com tax software makes it easy for you to efile your state tax return and use the correct state tax forms. Prepare and efile your Montana state tax return (resident, nonresident, or part-year resident) and Federal tax return together or separately at efile.com. View the federal tax return filing requirements.

Montana Income Tax Filing Deadline

The regular deadline to file a Montana state income tax return is April 15.

Tax Deadline DateType of Income Tax ReturnFiling Deadline / Due Date Description
April 15, 2015 2014 Montana State Tax Return Due date for Montana State Income Tax Returns - income tax filing deadline
April 15, 2015 2014 Montana State Tax Extension Due date for Montana extensions
October 15, 2015 2014 Montana State Tax Return Last day to efile a 2015 Montana State Income Tax Return for tax extension filers and late efilers

View all state tax return filing deadlines.

Find federal income tax return filing deadlines.

Montana State Tax Forms that Can Be efiled

efile.com supports all of the forms that Montana allows to be efiled. You can efile any of the following Montana state tax forms:

Form/ScheduleDescriptionCan I efile this form?
Form 2 Individual Income Tax Return-Page 1, Information, and Page 3 Overrides


















 
 
 
 
 






Form 2 Voluntary Contributions
Form 2 Worksheets III, VI, IX-Qualified Capital Gain Exclusion, Qualified Mortgage Insurance Premiums Deduction, Tax Benefit Rule for Recoveries of Itemized Deductions
Form 2EC Elderly Homeowner/Renters Credit
Form 2 Schedule I Additions to Federal AGI-Adjusted Gross Income
Form 2 Schedule II Subtractions from AGI-Federal Adjusted Gross Income
Form 2-Schedule III Itemized Deductions
Form 2 Schedule V Credits Against Tax-Montana Tax Credits
Form 2 Schedule VI, VII Credit for Net Tax Paid to Other State Worksheet - Pg 2
Form 2 Worksheet VIII Social Security Worksheet 
Form AFCR Alternative Fuel Credit
Form CC College Contribution Credit
Form DCAC Dependent Care Assistance Credits
Form DS-1 Disability Income Exclusion
Form ECC Elderly Care Credit
Form ENRG-A Geothermal System Credit-ENERG-A
Form ENRG-B Alternative Energy Systems Credit
Form ENRG-C Energy Conservation Installation Credit
Form EST-I Underpayment of Estimated Tax
Form ESW Estimated Income Tax Worksheet
Form FTB First Time Home Buyer Savings Account
Form HI Health Insurance for Uninsured Montanans Credit
Form IND Indian Certification
Form MSA Medical Care Savings Account (Transactions)
Form 2441-M Child and Dependent Care Expense Deduction

Montana State Tax Forms that Cannot Be efiled

FormDescription
None Montana does not have a separate state tax withholding form. An employer should use the information from line 5 of a federal W-4 to calculate an employee's state wage withholding.
Form IT Individual Income Tax Payment Voucher

MT Tax Extension

Extension FormMontana Extension InstructionsHow to File

MT Tax Extension

You do not have to file a MT state tax return extension if you need more time to file your state return. If you owe any taxes, Montana will grant you an automatic 6-month filing extension if you pay 90% of your 2014 state tax liability (or 100% of your 2013 state tax liability through your withholding tax, your estimated tax payments, or a combination of both) on or before the MT state return filing deadline.

If you cannot file your MT state tax return by April 15, 2015 follow the procedure that applies to your tax situation:

  • If you are due a MT state refund: File your return by October 15, 2015. Choose e-file and direct deposit for the fastest refund.
  • If you have a tax balance due: Pay the amount you owe by April 15, 2015 to avoid penalties and interest. You can pay online, by credit card, or by check with the tax payment voucher located on Form EXT-1, 2014 Extension Payment Worksheet. File your return by October 15, 2015. Efile your state return to ensure that the Montana Department of Revenue receives it on time.
  • If you are not sure if you have a tax balance due: Use Form EXT-1 to figure your tax.

Work with a TaxPro

 

Form EXT-1


Important Reminder!  If you are efiling a Montana tax extension, you may need to efile a federal tax extension as well.

MT Tax Amendment

Montana state tax amendments cannot be efiled; they can only be filed by mail. Learn how to prepare and file an amended Montana tax return.


Important Reminder!  If you are filing a Montana tax amendment, you may need to file a federal tax amendment as well.


Past Year Forms: Tax Year 2013 Montana Tax Forms (Print, Fill Out, and Mail)
Form 2 Montana Individual Income Tax Return

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Form 2 Schedule I Montana Additions to Federal Adjusted Gross Income
Form 2 Schedule II Montana Subtractions from Federal Adjusted Gross Income
Form 2 Schedule III Montana Itemized Deductions
Form 2 Schedule V Montana Tax Credits
Form 2 Schedule VI and VII Credit for an Income Tax Liability Paid to Another State or Country (Full-year Resident Only and Part-year Resident Only)
Form 2EC Montana Elderly Homeowner/Renter Credit
Form 2 Worksheet III and IV Qualified Capital Gain Exclusion and Partial Pension and Annuity Income Exclusion
Form 2 Worksheet VI Qualified Mortgage Insurance Premiums Deduction
Form 2 Worksheet VIII Taxable Social Security Benefits
Form 2 Worksheet IX Tax Benefit Rule for Recoveries of Itemized Deductions
Form 2441-M Child and Dependent Care Expense Deduction
Form AFCR Alternative Fuel Credit
Form CC College Contribution Credit
Form DCAC Dependent Care Assistance Credits
Form DS-1 Disability Income Exclusion
Form ECC Elderly Care Credit
Form ENRG-A Geothermal System Credit
Form ENRG-B Alternative Energy System Credit
Form ENRG-C Energy Conservation Installation Credit
Form EST-I Underpayment of Estimated Tax by Individuals and Fiduciaries
Form ESW Montana Individual Estimated Income Tax Worksheet
Form FTB First Time Home Buyer Savings Account
Form HI Health Insurance for Uninsured Montanans Credit
Form IND Tribal Member Certification
Form MSA Montana Medical Care Savings Account

Where's My Refund? - Check Your Montana State Tax Refund Status

If you efiled your MT state tax return, expect your MT state refund within 5 to 7 business days. File electronically or early in the tax season to get your Montana state tax refund faster.

Check your Montana state return refund status online.

MT efile Error Codes

If your Montana state return was rejected, you will receive an error reject code. If you prepared and efiled your return on efile.com, we will provide you with an explanation of how to correct the error on your return. You may then resubmit your state return at no additional charge until it is accepted by the state.

View a list of all Montana State efile Income Tax Return Error Reject Codes.


Montana Tax Facts

MT Income Tax:

Individual income is taxed across seven tax brackets at seven graduated tax rates.

  • 1% for the first $2,800 of taxable income
  • 2% for taxable incomes between $2,801 and $4,900
  • 3% for taxable incomes between $4,901 and $7,400
  • 4% for taxable incomes between $7,401 and $10,100
  • 5% for taxable incomes between $10,101 and $13,000
  • 6% for taxable incomes between $13,001 and $16,700
  • 6.9% on taxable incomes $16,701 and above

MT Sales Tax:

Though Montana does not have a sales tax at the state nor local level, some communities have resort and local option taxes as their funding source. The purpose for these taxes is to allow places with high numbers of visitors, but relatively few residents, to collect local infrastructure costs without overburdening local citizens. The maximum rate of the resort tax is 3%. At least 5% of collected revenue must offset property taxes.

More information on Montana Sales Tax

MT Personal Property Tax:

The Property Assessment Division of the Montana Department of Revenue is responsible for administering the state's property tax laws. This includes the assessment and valuation of personal and real property throughout the state.

Though household goods are exempt from personal property taxes, farm machinery, automobiles, business equipment, heavy equipment, and trucks are not. The Department of Revenue also collects a per capita fee on livestock.

The amount of property tax owed is not mainly determined by the value of the property. The property of the value is multiplied by a tax rate, which is set by the Montana Legislature, to determine its taxable value. The taxable value is then multiplied by the mill levy established by various taxing jurisdictions, such as county governments, city governments, and school districts.

If Montana property owners meet certain qualifications, they can have their property taxes reduced.

Odd Tax Fact:

Montana's Medical Marijuana Act greatly affects state income taxes.

Qualifying patients are not entitled to a deduction on their tax return for the cost of growing or purchasing marijuana, even if they own a valid medical marijuana card that allow them to grow or possess the drug for medical purposes.

The only drugs that are allowed as an itemized deduction for medical expenses are those that a physician prescribes (insulin being the exception). Federal law prohibits a physician from prescribing marijuana, even in states where medical marijuana is legal. Therefore, under the MT Medical Marijuana Act, physicians do not prescribe the drug, but only certify the qualifying patient for it.

MT State Tax Agency:

For more information, you can visit the website of The Montana Department of Revenue.

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