How to File an Amended Montana Tax Return


amend Montana taxes
Montana
"The Treasure State"

If you need to change or amend an accepted Montana State Income Tax Return for the current or previous Tax Year, you need to complete Form 2 for the appropriate Tax Year. Form 2 is a Form used for the Tax Amendment. You can prepare a 2018 Montana Tax Amendment on eFile.com, however you cannot submit it electronically. 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.

Function
Description
Prepare only a MT State Return
with a State Only Code: FreeFed19
File a 2018 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 Amendment
Montana Department of Revenue
P O Box 6577
Helena, MT 59604-6577
Tax Payment Tax Amendment
Montana 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.
Tax Year 2018 only: Prepare online on eFile.com until Oct. 15, 2019. When done Print, Sign and Mail in - not eFile - Your Tax Amendment, Address Change, etc.
After Oct. 15 Prepare, Print, Sign and Mail-In - see address above - your Tax Year 2018 - Form 2
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.
For all Tax Years prior to 2018 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.
Check Your MT Tax Amendment Status
1. Call the MT Department of Revenue at 1 (866) 859-2254.
2. Contact the MT Department of Revenue
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
Montana Income Tax Penalties
Find out how Montana Late Filing and Late Payment Penalties are calculated.
For IRS Tax and Late Filing Penalties we have an easy to use tool: The PENALTYucator.
File an IRS Tax Amendment by Tax Year
Instructions on how to prepare an IRS Tax Amendment on eFile.com, however the IRS does not accept Tax Amendments electronically.