How to File an Amended Montana Tax Return
If you need to change or amend an accepted Montana State Income Tax Return for the 2024 or previous Tax Year, you need to complete Form 2 for the appropriate Tax Year. Form 2 is a dual form used for the Tax Return and Tax Amendment. You can prepare a 2024 tax year Montana Tax Amendment on eFile.com, however you cannot submit it electronically, you must mail it in. For all previous MT Tax Years complete form 2, see below by Tax Year. In comparison, the IRS requires a different Form - Form 1040X - to amend an IRS return (do not use Form 1040 for an IRS Amendment).
The IRS might send you a notification to change an error on your Return, or you might have discovered an error. If you or the IRS amended or changed one of your IRS Tax Return(s), the IRS will report this to the Montana Tax Agency, thus you should file a Montana Amendment within one year.
Montana Tax Deadlines, Forms, Extension, Penalties
Prepare only a MT State Return
File a 2024 tax year Montana Tax Amendment
You cannot eFile a MT Tax Amendment anywhere, except mail it in. However, you can prepare it here on eFile.com.
Option 1: Sign into
your eFile.com account, modify your Return and download/print the MT Form 2 under
My Account. Check the "Mark if this is an
amended return." box, sign the form, and mail it to one of the addresses below. When sending the tax amendment form make sure to attach any schedules and other documents that were used when making the original filing.
Option 2: If you don't have an eFile.com account follow the step by step
instruction on how to prepare a tax return/amendment.
Option 3: If you want to do the math on your own paper return then complete, sign
MT Form 2 - Print, Mail the Form to MT Tax Department to:
Tax Refund or No Payment Tax AmendmentMontana Department of Revenue
P O Box 6577
Helena, MT 59604-6577
Tax Payment Tax AmendmentMontana Department of Revenue
P O Box 6308
Helena, MT 59604-6308
MT Tax Amendment Form 2
This Form can be used to file a: Tax Return, Tax Amendment, Change of Address. Check the "Mark if this is an amended return." box
Step 1: Download, Complete Form 2 for the appropriate Tax Year below.
Step 2: Sign, Mail Your Amended Return to one of the addresses listed above. When sending the tax amendment form make sure to attach any schedules and other documents that were used when making the original filing.
For all Tax Years prior to 2024 tax year Prepare, Print, Sign and Mail-In - see address above - your Tax Amendment as soon as possible. Select the Form 2 for the Tax Year you are amending. When sending the tax amendment form make sure to attach any schedules and other documents that were used when making the original filing. You will also file
an IRS Tax Amendment Form 1040X.
Montana Refund Deadlines
A. Three years from the due date of the original tax year return, including valid filing extensions.
B. One year from the final determination of the amended federal return or federal change, whichever is later, provided that the allowable refund is not more than the decrease in Montana tax attributable to the federal change or correction.
C. Two years from the payment of an assessment, provided the amended return raises issues relating only to the prior assessment and the refund does not exceed the amount of tax paid on the prior assessment.
D. Two years from the filing of an amended Montana return resulting in the payment of additional tax, provided that the current amended return raises issues relating solely to the prior amended return and that the refund does not exceed the amount of the tax payment made as a result of the prior amended return.
Additional Montana Tax Income Taxes Deadlines.
Will I get a bigger tax refund in 2026?
Many taxpayers can expect a bigger tax refund on their 2025 taxes. To help you keep up with soaring inflation, the IRS is making bigger changes than usual that could save you big money on your 2025 taxes, which is the tax return you'll file in 2026.
Take control of your personal life relationships, finances, and taxes: follow the tips on this page and keep up with tax planning for next year. You can use this free 2025 Tax Refund Calculator to get a high-level understanding of your taxes.
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