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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 Date |
Type of Income Tax Return |
Filing Deadline / Due Date Description |
| April 18, 2018 |
2017 Montana State Tax Return |
Due date for Montana State Income Tax Returns - income tax filing deadline |
| April 18, 2018 |
2017 Montana State Tax Extension |
Due date for Montana extensions |
| October 15, 2018 |
2017 Montana State Tax Return |
Last day to efile a 2017 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.
Tax Year 2017 Montana State Tax Forms
All of the following Montana state tax forms are supported by the efile.com software:
| Form/Schedule |
Description |
Can I efile this form? |
| Form 2 |
Individual Income Tax Return |
|
| 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 |
Credit for Net Tax Paid to Other State |
| 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 MSA |
Medical Care Savings Account (Transactions) |
| Form 2441-M |
Child and Dependent Care Expense Deduction |
Montana State Tax Forms That Cannot Be efiled
Montana State Tax Withholding Form
| Form |
Description |
| 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. |
Montana State Tax Payment Voucher Form
| Form |
Description |
| Form IT |
Individual Income Tax Payment Voucher |
MT Tax Extension
| Extension Form |
Montana Extension Instructions |
How to File |
|
Form EXT-1 (if state taxes owed)
|
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 2017 state tax liability (or 100% of your 2017 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 18, 2018 follow the procedure that applies to your tax situation:
- If you are due a MT state refund: File your return by October 15, 2018. Choose e-file and direct deposit for the fastest refund.
- If you have a tax balance due: Pay the amount you owe by April 18, 2018 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, 2015 Extension Payment Worksheet. File your return by October 15, 2018. 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.
|
Complete and submit Form EXT-1 (if you owe state taxes)
|
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.
2016 Previous Year Montana Tax Forms
Montana tax returns for 2016 and other past Tax Years cannot be efiled. Download the tax forms, complete them, and mail them to the Montana Department of Revenue.
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 $2,800 and $5,000
- 3% for taxable incomes between $5,000 and $7,600
- 4% for taxable incomes between $7,600 and $10,300
- 5% for taxable incomes between $10,300 and $13,300
- 6% for taxable incomes between $13,300 and $17,100
- 6.9% on taxable incomes $17,101 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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