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Montana Income Taxes and MT State Tax Forms

efile montana tax return
Montana
"The Treasure State

Start Federal and Montana Tax Returns

Your Montana Income Tax Return

Efile.com makes it easy for you to e-file your state tax return (e.g resident, nonresident, or part-year resident returns). However, the IRS and the respective state tax agencies require you to e-file a federal income tax return at the same time you efile a state tax return. This is not an efile.com policy but an IRS and state agency policy. Many taxpayers have asked how they can only prepare and file a state income tax return. The efile.com tax application lets you prepare a state tax return only, however you cannot efile the state return upon completion. Instead, you will have to download the completed state tax return as a PDF file, print it, sign it, and mail it to the respective state - the address is on the PDF file. Find more detailed instructions on how to prepare and file a state only return on efile.com.

2018 Montana Income Tax Filing Deadlines

Deadline
Type of Filing
Description
April 15, 2019
Tax Return - efileIT*
Montana State Income Tax Return Due Date.
April 15, 2019
Tax Extension
Montana Automatic Extension. Details below.
October 15, 2019
Tax Return - efileIT*
Last day to efile a 2018 Montana State Income Tax Return for tax extension filers and late efilers.
Now
Requires an accepted 2018 or previous year Montana State Tax Return.
State Tax Returns
Select respective State Tax Return Deadlines.
Federal Tax Returns
IRS Tax Return Deadlines.

E-File These 2018 Montana State Tax Forms

Prepare and efile these state forms for 2018 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 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 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
Individual Income Tax Payment Voucher
Cannot be efiled


* 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. Find out how to only prepare and file a state tax return. Only on efile.com can you prepare and efile unlimited state tax returns for one low price. Most other sites charge a per state price.

Montana efile Error Codes

If your Montana state return was rejected by the state and not efile.com, 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.

How To File a Montana 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 2018 state tax liability (or 100% of your 2018 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, 2019 follow the procedure that applies to your tax situation:

  • If you are due a MT state refund: File your return by October 15, 2019. 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, 2019 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, 2019. 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.

Important: Do you need to prepare and e-file an IRS or federal tax extension as well?

How to File A Montana Tax Amendment

Amended Montana tax returns can only be mailed; they cannot be efiled. Learn how to file a Montana tax amendment.

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

2017 Tax Year Montana Tax Forms

Montana state tax forms for previous Tax Years cannot be prepared and e-filed during the current tax season. You will need to print, fill out, and mail the forms to the Montana Department of Revenue.

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
First Time Home Buyer Savings Account
Health Insurance for Uninsured Montanans Credit
Montana Medical Care Savings Account
Child and Dependent Care Expense Deduction

2016 Tax Year Montana Tax Forms

Montana state tax forms for previous Tax Years cannot be prepared and e-filed during the current tax season. You will need to print, fill out, and mail the forms to the Montana Department of Revenue.

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
Disability Income Exclusion
Elderly Care Credit
Geothermal System Credit
Alternative Energy System Credit
Energy Conservation Installation Credit
Underpayment of Estimated Tax by Individuals and Fiduciaries
Montana Individual Estimated Income Tax Worksheet
First Time Home Buyer Savings Account
Health Insurance for Uninsured Montanans Credit
Montana Medical Care Savings Account
Child and Dependent Care Expense Deduction

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 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 State Tax Agency Contacts

You can contact the Montana Department of Revenue at 406-444-6900.

For more information on Montana state income taxes, you can visit the website of The Montana Department of Revenue.

See other U.S. States, Territories, and Protectorates.