Montana Income Taxes and MT State Tax Forms
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 2022 Tax Return - here via eFile.com. You can complete and sign the 2022 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.
Montana State Income Tax Rate: 6.9%
Prepare only a MT State Return without an IRS return.
Details
Where is Your IRS Refund?
Montana Income Tax Extension
Montana Income Tax Amendment
Montana IRS Late Filing, Tax Payment Penalties
1. Late Filing Penalty: There is a failure-to-file penalty of $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.
Montana Income Tax Brackets
Montana Unemployment Benefits
Unemployment benefits are not subject to income taxes in Montana.
Start Federal and Montana Tax Returns
2022 Montana Income Tax Filing Deadlines by Tax Year
The majority of deadlines listed here are for Tax Year 2022. Some apply to upcoming Tax Years and some are IRS or Federal deadlines.
April 18, 2023
Tax Year 2022
Income Tax Return
Prepare and e-File an IRS (Due Date April 18, 2023) and Montana State Income Tax Return (Due Date April 18, 2023) until October 16, 2023. -
eFileIT
April 18, 2023
2022 Income Tax Extension
October 16, 2023
Tax Year 2022
Income Tax Return after the April 18, 2023 Montana Tax Extension
Last day to e-File a 2022 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 16, 2023 via mail-in Forms.
Forms incl. Mailing Address are listed below.
Tax Year 2022
Income Tax Return after the April 18, 2023 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 16, 2023. (Optionally, the
eFileIT deadline is ). 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
2022, 2023, etc.
Other State Tax Return, Extension, Amendment Deadlines
2022, 2023, etc.
IRS Federal Income Tax Return, Amendment, Extension Deadlines
April 15, 2026
2022 Montana Income Tax Return Refund.
IRS Tax Return Refund Claim DeadlineThe last day to file - you will not face late filing penalties - and claim your 2022 Montana Income Tax Return Refund. This deadline does not apply if you owe 2022 Income Taxes.
E-File These 2022 Montana State Tax Forms
Prepare and e-file these state forms for 2022 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.
* 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.
Montana Tax Extension
For Tax Year 2022, if you expect a refund or you don't owe taxes, you do not have to file a tax extension. However, if you believe you will owe taxes and can't file on time, you should take action and here are the options available for Montana:
- If you do not owe Montana income taxes by the tax deadline of April 18, 2023, you do not have to prepare and file a MT tax extension. In case you expect a MT tax refund, you will need to file or e-File your MT tax return in order to receive your tax refund money.
- If you owe MT income taxes, you will either have to submit a MT tax return or extension by the April 18, 2023 tax deadline in order to avoid late filing penalties. The extension will only avoid late filing penalties until Oct. 16, 2023. Note: Unless you pay all your Taxes or eFile your tax return by Oct. 16, 2023, the late filing penalties will start again after Oct. 16, 2023. You have the following options to file a MT tax extension:
- Pay all or some of your Montana income taxes online via: Montana TAP. Paying your MT taxes online on time will be considered a MT tax extension and you do not have to mail in Form IT.
- Complete Form IT, include a Check or Money Order, and mail both to the address on Form IT.
- Even if you filed an extension, you will still need to file your MT tax return either via eFile or by paper by Oct. 16, 2023.
- Important: If you owe Montana and/or IRS income taxes and do not file an IRS and Montana tax return or extension by April 18, 2023, you will be subject to IRS and MT late filing penalties. Estimate IRS late filing, payment penalties. In addition, if you do not pay your taxes by April 18, 2023, you will be subject to late tax payment penalties. Filing an extension on time will ONLY eliminate the late filing penalties but not the late tax payment penalties. Late filing penalties are generally higher than late payment penalties, thus file something on time even if you can't pay anything on time!
The deadline to e-file an IRS extension for 2022 Tax Returns is April 18, 2023. e-File a 2020 Tax Extension for free on eFile.com. Here are instructions on whether you should consider a Tax Extension or not.
The extended IRS/Montana eFile deadline is Oct. 16, 2023 - eFileIT. Or, if you plan to file or mail-in a Montana tax return on paper, the MT Mailing Addresses are listed below.
You can select one of these payment options either after you have e-filed or filed your 2022 Montana Tax Return. Alternatively, you can pay Montana income taxes here prior to filing (e.g in the case of an extension). Plus, you can make online Montana tax estimate payments for next tax year. If you eFiled your taxes and pay online, you do not have to send in Montana paper forms (e.g. payer tax return, extension form, or tax estimate form).
This is a free option if you want to pay your taxes owed via your bank account.
Use this payment option if you want to pay your tax payment via your credit or debit card. There is an additional service fee added to each payment you submit with your card.
Complete voucher Form IT and attach it to your check or money order payable to "Montana Department of Revenue". Write your Social Security number and the tax year on the check. Mail them to the
Form IT address below.
Use this payment option if you wish to submit your payment via check or money order in the mail.
Estimated Tax Payment Options
Choose one of these options:
1)
Go to Montana TAP to submit your estimated payment or if you already have an account,
log into your account. 2)
Pay via credit or debit card through Montana TAP. Be aware that a service fee is added to each payment you submit with your card. 3) Complete voucher
Form IT. Attach a check or money order for the tax period payable to "Montana Department of Revenue". Write your Social Security numbers and the tax year on the check or money order. Mail the voucher and check/money order to the
Form IT address here.
Use one of these payment options if you want to submit estimated taxes rather than submit all your taxes owed at once.
Many of these online IRS tax payment options can be used before or after you e-Filed your Income Taxes. You can pay tax extension and tax estimate payments. For estimate payments, you do not have to submit a form.
Extension you can eFile on eFile.com for free.
These payment options are independent from you preparing and eFiling your tax returns on eFile.com. eFile.com offers these payment options for the convenience of all tax payers.
Addresses to mail Montana Tax Returns, Amendments, Extensions, or Tax Payments.
MT Tax Return or Amended Tax Return: Address if you expect a Tax Refund on your Tax Return
Montana Department of Revenue
PO Box 6577
Helena, MT 59604-6577
MT Tax Return or Amended Return: Address if you owe Taxes and include payment.
Montana Department of Revenue
PO Box 6308
Helena, MT 59604-6308
MT Tax Extension:
Address if you owe Taxes and include payment. Tax Extension Payments, include
Form IT.
Tip: Make Tax Payments online and you will not have to mail in Form IT.
See above.Montana Department of Revenue
PO Box 6309
Helena, MT 59604-6309
MT Tax Payment: include voucher
Form ITMontana Department of Revenue
PO Box 6309
Helena, MT 59604-6309
MT Tax Estimate Payments: include
Form IT.
Montana Department of Revenue
PO Box 6309
Helena, MT 59604-6309
Other U.S. States, Territories, and Protectorates.
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