Montana Income Taxes and MT State Tax Forms

Montana State Income Taxes for Tax Year 2019  (January 1 - Dec. 31, 2019) can be prepared and e-Filed now along with an IRS or Federal Income Tax Return (or you can learn how to only prepare and eFile a MT state return). The new Montana tax filing and tax payment deadline has been extended from April 15 to July 15, 2020 (due to COVID-19 pandemic). Federal Tax Return deadline details.

efile Montana tax return
Montana
"The Treasure State

eFile.com makes it easy for you to prepare and e-file your IRS and Montana State Tax Return (e.g resident, nonresident, or part-year resident returns). Be aware that the IRS and the Montana State Tax Agency require you to e-file a Federal Income Tax Return at the same time you e-file a Montana State Tax Return. This is an IRS and Montana State Tax Agency policy, not an eFile.com policy. Thus, you technically cannot e-File anywhere - not just eFile.com - a Montana Tax Return without also e-filing the associated IRS Tax Return. But there is good news, please read on.

Detailed instructions on how you can only prepare and mail in - not eFile - a Montana 2019 Tax Return - here via eFile.com. You can complete and sign the 2019 tax return forms online here on eFile, before you download, print and mail them to the state tax agency. The address is listed on the form. The IRS mailing address can be looked up here.

Function
Description
Prepare only a MT State Return without an IRS return. Details
Step by Step instructions on how to only Prepare and Download - not eFile - State Returns on eFile.com.
Where Is Your Montana Tax Refund Money?
Step 1: Sign into your eFile.com account and check acceptance by the Tax Agency.
Step 2: Check your Montana Tax Refund Status.
Where is Your IRS Refund?
Step 1: Sign into your eFile.com account and check acceptance by the IRS.
Step 2: Check your IRS Tax Refund Status.
Automatic Montana Income Tax Extension
Montana Income Tax Amendment
How to correct a rejected Tax Return
If your MT Tax Return was rejected by the MT Tax Agency - not eFile.com - instructions on how to correct a rejected Montana Tax Return.
Montana IRS Late Filing, Tax Payment Penalties

1. Late Filing Penalty: There is a failure-to-file penalty of a $50 minimum (or 5% of the outstanding tax per month you do not pay your total taxes owed). The maximum is up to 25% of the taxes owed due.

2. Late Payment Penalty: There is a failure-to-pay penalty of 0.5% per month if you do not pay 100% of your total taxes owed. The maximum is 12% of your total taxes due.

3. IRS Penalties: Calculate and Estimate your potential IRS Income Tax Return Penalties.

 

Start Federal and Montana Tax Returns

2020 Montana Income Tax Filing Deadlines by Tax Year

The majority of deadlines listed here are for Tax Year 2019. Some apply to upcoming Tax Years and some are IRS or Federal deadlines.

Deadline
Type
Description
July 15, 2020
Tax Year 2019
Income Tax Return
Prepare and e-File an IRS (Due Date July 15, 2020) and Montana State Income Tax Return (Due Date July 15, 2020) until October 15, 2020. - eFileIT*
July 15, 2020
2019 Income Tax Extension
October 15, 2020
Tax Year 2019
Income Tax Return after the July 15, 2020 Montana Tax Extension
Last day to e-File a 2019 Montana State Income Tax Return for Tax Extension Filers and late eFilers. You can only e-File (to file by paper see below) Montana Income Tax Return together with an IRS Tax Return. eFileIT*
October 15, 2020 via mail-in Forms.
Forms incl. Mailing Address are listed below.
Tax Year 2019
Income Tax Return after the July 15, 2020 Montana Tax Extension
Deadline for taxpayers who got a MT Tax Extension to file their MT Income Tax Return by mail-in Forms - the Forms incl. mailing addresses are listed below - is October 15, 2020. (Optionally, the eFileIT* deadline is Oct. 15, 2020). Instructions on how to only - without the IRS return - prepare and file a Montana State Income Tax Return on eFile.com.
Tax Amendment for all Tax Years
IRS Due Dates
IRS Tax Return, Extension, Amendment Deadlines
2020, 2021, etc.
Other State Tax Return, Extension, Amendment Deadlines
Select respective State Tax Return Deadlines.
2020, 2021, etc.
IRS Federal Income Tax Return, Amendment, Extension Deadlines
April 15, 2023
2019 Montana Income Tax Return Refund.
IRS Tax Return Refund Claim Deadline
The last day to file - you will not face late filing penalties - and claim your 2019 Montana Income Tax Return Refund. This deadline does not apply if you owe 2019 Income Taxes.

E-File These 2019 Montana State Tax Forms

Prepare and e-file these state forms for 2019 in conjunction with your federal and state income tax return. As you proceed through the tax interview on efile.com, the application will select the correct state forms for you. You can also select tax forms individually. All these forms will then be e-filed by you to the state tax agency. Instructions on how to only prepare a state income tax return.

Form/Schedule
Description
eFileIT Now*
Form 2
Individual Income Tax Return
Form 2
Voluntary Contributions
Form AFCR
Alternative Fuel Credit
Form ECC
Elderly Care/Homeowners/Renters Credit
Form ENRG-C
Energy Conservation Installation Credit
Form ETM
Enrolled Tribal Member Exempt Income Certification/Return
Individual Income Tax Payment Voucher. Complete and submit to the MT Department of Revenue - address is on the form - with your payment.
Cannot be e-Filed. Mail-in only.
Determines your paycheck MT Tax Withholding amount per employer.
Step 1: Complete and submit to your employer(s).
Step 2: Estimate, Calculate your IRS Tax Withholding now.
Not filed with the State. Submit to Employer only.

* Due to IRS and State Tax Agency tax data sharing and validation requirements, you can only e-file a State Income Tax Return while also e-filing a Federal Income Tax Return. This is not an eFile.com created policy, but all online tax web sites have to adhere to this IRS/state issued tax data sharing policy. You can however prepare all 44 State Income Tax Returns on eFile.com if you have already e-Filed or filed your IRS return. Instructions on how you can ONLY prepare and file State Income Tax Return(s). Only on eFile.com can you prepare, file or e-file unlimited State Tax Returns for one low price and not pay for each State return like you would do on H&R Block® vs. TurboTax®. Dare to Compare Now.

Automatic Montana Tax Extension

For Tax Year 2019 you can e-File an IRS Tax Extension by April 15, 2020 for free on eFile.com (instructions on whether you should consider a Tax Extension or not). 

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 2019 state tax liability (or 100% of your 2019 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 July 15, 2020 follow the procedure that applies to your tax situation:

  • If you are due a MT state refund: File your return by October 15, 2020. Choose e-file and direct deposit for the fastest refund.
  • If you have a tax balance due: Pay the amount you owe by July 15, 2020 to avoid penalties and interest. You can pay online, by credit card, or by check with tax payment voucher Form IT. File your return by October 15, 2020. e-File your state return to ensure that the Montana Department of Revenue receives it on time.

Instructions on how to eFile an IRS tax extension for free on eFile.com by July 15, 2020.

The extended IRS/Montana eFile deadline is Oct. 15, 2020 - eFileIT* now. If you plan to file or mail-in a Montana tax return on paper - the Forms and Mailing Address are below - your due date is Oct. 15, 2020. 

2018 Tax Year Montana Income Tax Forms

Montana State Income Tax Forms for Tax Year 2018 (Jan. 1 - Dec. 31, 2018) can no longer be prepared and e-filed. Select the respective Form(s) below and sign it online here on eFile.com, and mail them to the Montana Department of Revenue. In addition to filing Montana Forms, you might also have to file the 2018 IRS Tax Return Forms.

Form/Schedule
Description
Montana Individual Income Tax Return
Alternative Fuel Credit
College Contribution Credit
Dependent Care Assistance Credits
Elderly Care Credit
Geothermal System Credit
Alternative Energy System Credit
Energy Conservation Installation Credit
Underpayment of Estimated Tax by Individuals and Fiduciaries
Enrolled Tribal Member Exempt Income Certification/Return
First Time Home Buyer Savings Account
Health Insurance for Uninsured Montanans Credit
Child and Dependent Care Expense Deduction
Tax Amendment

2017 Tax Year Montana Tax Forms

Montana State Income Tax Forms for Tax Year 2017 (Jan. 1 - Dec. 31, 2017) can no longer be prepared and e-filed. Select the respective Form(s) below and sign it online here on eFile.com, and mail them to the Montana Department of Revenue. In addition to filing Montana Forms, you might also have to file the 2017 IRS Tax Return Forms.

Form/Schedule
Description
Montana Individual Income Tax Return
Montana Additions to Federal Adjusted Gross Income
Montana Subtractions from Federal Adjusted Gross Income
Montana Itemized Deductions
Montana Tax Credits
Credit for Net Tax Paid to Other State
Montana Elderly Homeowner/Renter Credit
Social Security Worksheet
Alternative Fuel Credit
College Contribution Credit
Dependent Care Assistance Credits
Elderly Care Credit
Geothermal System Credit
Alternative Energy System Credit
Energy Conservation Installation Credit
Underpayment of Estimated Tax by Individuals and Fiduciaries
Enrolled Tribal Member Exempt Income Certification/Return
First Time Home Buyer Savings Account
Health Insurance for Uninsured Montanans Credit
Montana Medical Care Savings Account
Child and Dependent Care Expense Deduction
Tax Amendment

Montana Tax Facts, Information

Montana Tax Information and Contacts

MT Tax Type
Description

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.

Montana 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.

Montana Tax Payment Options
Montana State Tax Agency Contacts
For Mailing Addresses and other contact information visit the MT Dep. of Revenue

 

Other U.S. States, Territories, and Protectorates.

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