The following letter was mailed to all active Montana employers on December 4, 2018:
We have important news! Your Montana Annual W-2 1099 Withholding Tax Reconciliation Return (MW-3) will no longer be mailed every year.
The most accurate and efficient way to file your MW-3 by January 31 is electronically through the Department of Revenue’s TransAction Portal (TAP). To file your return online, please:
Sign into your TAP account at https://tap.dor.mt.gov
If you do not have an account, select New user; then Setup online access; and follow the instructions.
Note: You will need your Montana account ID (xxxxxx-xxx-WTH) and Federal Employer Identification Number (FEIN) to set up the account.
File your MW-3, W-2s and 1099s. There are two options to file these forms in TAP: You can manually enter the forms, or upload files generated by approved payroll software. Further instructions are located on the back of this letter.
Select the File return link for the appropriate tax year and complete the form.
Note: Payments made throughout the year are already populated on the MW-3.
Verify that the withholding and payment totals are correct on lines 4 and 5. If the totals are not correct, you can adjust the amounts reported in Column C and Column D.
You can also add/delete lines if necessary.
After completing all required fields and verifying the information is correct, select Submit.