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Montana Form FID-3 Income Tax Instructions for Estates and Trusts

December, 22, 2023

/download/82964/ This booklet addresses most estate or trust tax filing situations. If you have a tax situation not represented in this booklet, see Title 15 of the Montana Code Annotated. ...

Montana Income Tax Return for Estates and Trusts (Form FID-3)

/download/82975/ You may use this form to file a Montana income tax return for an estate or trust. YearDownload 2023 Montana Income Tax Return for Estates and Trusts (Form FID-3) ...

Tax News You Can Use

Credit for Income Taxes Paid to Another State or Country for Pass-Through Entity Taxes

December, 1, 2022

Montana residents who are owners of a pass-through entity (PTE) that paid income taxes in another state may be eligible for the credit for the income taxes paid to another ...

Businesses

Montana Tax Simplification Resource Hub

May, 9, 2024

What is Income Tax Simplification? Senate Bill 399, passed during the 67th Legislature in 2021, made significant changes to Montana’s income tax system effective Tax Year 2024. Beginning in Tax ...

Fourth Quarter 2024 Estimated Payments Due for Individual, Pass-Through, and Estate and Trusts

April, 15, 2024

January 15 Fourth Quarter 2022 estimated payments are due for: Individual Income Taxes Composite Income Taxes Estate and Trust Income Taxes Payment Options Individual Income Tax TransAction Portal (TAP) Montana ...

Third Quarter 2024 Estimated Payments Due for Individual, Pass-Through, and Estate and Trusts

September 15 Third quarter 2024 estimated payments are due for: Individual Income Taxes Composite Income Taxes Estate and Trust Income Taxes Payment Options Individual Income Tax TransAction Portal (TAP) Income ...

Common Errors to Avoid when Filing Form PTE – Tax News You Can Use

March, 8, 2024

With the Form PTE original due date around the corner, the department has compiled a list of common errors to avoid when filing the form. These errors are items that ...

Second Quarter 2024 Estimated Payments Due for Individual, Pass-Through, and Estate and Trusts

March, 6, 2024

June 15 Second Quarter 2024 estimated payments are due for: Individual Income Taxes Composite Income Taxes Estate and Trust Income Taxes Payment Options Individual Income Tax TransAction Portal (TAP) Income ...

First Quarter 2024 Estimated Payments Due For Individual, Pass-Through, And Estate And Trusts

March, 5, 2024

April 15 First Quarter 2023 estimated payments are due for: Individual Income Taxes Composite Income Taxes Estate and Trust Income Taxes Payment Options Individual Income Tax TransAction Portal (TAP) Income ...

First Quarter 2024 Estimated Payments Due for Individual, Pass-through, and Estate and Trusts

April 18 First Quarter 2022 estimated payments are due for: Individual Income Taxes Composite Income Taxes Estate and Trust Income Taxes Payment Options Individual Income Tax TransAction Portal (TAP) Income ...

2023 Estate And Trust Tax Returns Due

April 15 2022 Estate and Trust Taxes are due on April 18, 2023. Available in our TransAction Portal

Businesses Pass-through Entities Taxes and Fees

Tax Certificates

March, 4, 2024

What is a Tax Certificate? A Tax Certificate verifies that the entity has paid all taxes currently due and filed all required Montana tax returns, including through the entity’s final ...

Taxes and Fees

Taxes & Fees

February, 1, 2024

Individual Filing Options Where's My Refund? Looking for your refund?Check the TransAction Portal (TAP) Verification Letters Recent News from the Business & Income Tax Division Tax News You Can Use ...

Income Tax Tax News You Can Use Tax Relief Updates

Are the Montana Tax Rebates Taxable? – Tax News You Can Use

January, 30, 2024

With tax filing time right around the corner, you may be wondering if your Montana income tax rebate or property tax rebate you received in 2023 are taxable on your ...

Montana Form FID-3 Schedule K-1 – Beneficiary’s Share of Income (Loss), Deductions, Credits, Etc.

December, 27, 2023

/download/82985/ A fiduciary of an estate or trust is required to provide a Montana Schedule K-1 to all beneficiaries. Montana Schedule K-1 shows information about a beneficiary’s share of income, ...

Exemptions Income Tax Military Exemption Online Services Tax News You Can Use Tax Relief Taxes and Fees Updates

Military Retirement Exemption for Working Military Retirees Beginning in Tax Year 2024 – Tax News You Can Use

December, 13, 2023

Beginning with Tax Year 2024, Montana resident military retirees working in the state may be eligible for an exemption of part of their military retirement income. The exemption is available ...

Government Income Tax Individuals Property Tax Relief Taxes and Fees Taxpayer Assistance

Property Tax Rebate

December, 1, 2023

The Property Tax Rebate is a rebate of up to $675 per year of property taxes paid on a principal residence. There is a rebate available for property taxes paid ...

Government Income Tax Individuals Tax News You Can Use Taxes and Fees Taxpayer Assistance

Appealing a Department Tax Decision

August, 4, 2023

The Montana citizen has the right to request, through the appeals process, a review by the Department of Revenue of a change or an adjustment made by DOR to their tax return, ...

Income Tax Individuals Tax Relief

Montana Department of Revenue to start issuing Individual Income Tax Rebates in July

June, 28, 2023

Montana income taxpayers may notice extra money in their bank accounts or a rebate check in the mail next month. The Montana Department of Revenue will begin issuing rebates of … Montana Department of Revenue to start issuing Individual Income Tax Rebates in July

Government Income Tax Individuals Property Tax Relief Taxes and Fees Taxpayer Assistance

Individual Income Tax Rebate

June, 2, 2023

The Individual Income Tax Rebate is a rebate of 2021 Montana individual income taxes. Individual Income Tax Rebate Amount The Individual Income Tax Rebate amount depends on a taxpayer's 2021 ...

Income Tax Individuals Scam Alerts Taxes and Fees Updates

Search Results for: State Income Tax

Montana Form FID-3 Income Tax Instructions for Estates and Trusts

Montana Income Tax Return for Estates and Trusts (Form FID-3)

Credit for Income Taxes Paid to Another State or Country for Pass-Through Entity Taxes

Montana Tax Simplification Resource Hub

Fourth Quarter 2024 Estimated Payments Due for Individual, Pass-Through, and Estate and Trusts

Third Quarter 2024 Estimated Payments Due for Individual, Pass-Through, and Estate and Trusts

Common Errors to Avoid when Filing Form PTE – Tax News You Can Use

Second Quarter 2024 Estimated Payments Due for Individual, Pass-Through, and Estate and Trusts

First Quarter 2024 Estimated Payments Due For Individual, Pass-Through, And Estate And Trusts

First Quarter 2024 Estimated Payments Due for Individual, Pass-through, and Estate and Trusts

2023 Estate And Trust Tax Returns Due

Tax Certificates

Taxes & Fees

Are the Montana Tax Rebates Taxable? – Tax News You Can Use

Montana Form FID-3 Schedule K-1 – Beneficiary’s Share of Income (Loss), Deductions, Credits, Etc.

Military Retirement Exemption for Working Military Retirees Beginning in Tax Year 2024 – Tax News You Can Use

Property Tax Rebate

Appealing a Department Tax Decision

Montana Department of Revenue to start issuing Individual Income Tax Rebates in July

Individual Income Tax Rebate

IRS warns Taxpayers of New Filing Season Scams

Third Quarter 2023 Estimated Payments Due for Individual, Pass-through, and Estate and Trusts

Second Quarter 2023 Estimated Payments Due for Individual, Pass-through, and Estate and Trusts

Fourth Quarter 2023 Estimated Payments Due for Individual, Pass-through, and Estate and Trusts

2022 Estate and Trust Tax Returns Due

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Where's My Refund?

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