To Request a Payment Plan from the Montana Department of Revenue Log into your TransAction Portal (TAP) account. If you don’t have an account, you can create one by selecting “New User? Setup […]
Taxes and Fees
Gov. Gianforte Extends Montana Tax Return Deadline One Week
HELENA, Mont. – Due to severe weather in areas of Montana, Governor Greg Gianforte today announced a one-week extension of the 2021 Montana Individual Income Tax Return deadline to Monday, [...]
Department Rulemaking Notices for April 15, 2022
MAR 42-1049 Proposal Notice MAR 42-1049 - pertaining to department processing and remittance of local-option marijuana excise tax collections to localities Public Hearing May 9, 2022 Comment Deadline May 16, [...]
MAR 42-1050 – Proposal Notice
Download
MAR 42-1049 – Proposal Notice
Download
Estimated Cannabis Sales for March 2022 Now Available
The Estimated Cannabis Sales Report for March 2022 is now available. Estimated sales are based on the seed-to-sale tracking system and may not reflect the official sales reports made by […]
Changes to Partnership Income and Corresponding Montana Source Income from House Bill 53
The 67th Montana legislature enacted House Bill 53 to facilitate the reporting of federal adjustments to partnership income and the corresponding Montana source income on Montana returns. The new law […]
Notice of Department Rulemaking Filing – December 10, 2021
Proposal Notice MAR No. 42-1045 Pertaining to the electrical generation and transmission facility exemptions and new or expanded industry credit for corporate income taxes. No public hearing contemplated Public hearing [...]
Fifteen Montana Tax Credits Repealed in 2022
This article was first sent as part of the Tax News You Can Use Newsletter Sign up to get updates delivered directly to your inbox. 2021 Legislative Roundup The 67th Montana [...]
Remote Work Tax Resources
Did you know remote work may change how you file taxes? If you are working remotely in Montana and another state, you may have a filing requirement in both states. [...]
Changes to Education Tax Credits
There have been a few changes to how you or your organization can take tax credits for donating to approved Student Scholarship Organizations (SSOs) or to the Innovative Education program […]
Remote Working Resources
Did you know remote work may change how you file taxes? If you are working remotely in Montana and another state, you may have a filing requirement in both states. [...]
Rule Transfer Notice for the Montana Medical Marijuana Program
Transfer Notice MAR Notice No. 42-1030 – pertaining to the Montana Medical Marijuana Program Effective Date of Transfer: July 2, 2021 This transfer is required because House Bill 701 from the [...]
Other Agency Debt Program
The Other Agency Debts unit (OAD) with the Montana Department of Revenue facilitates the SABHRS Offset and Bad Debt programs by providing collection services to over 150 state agencies, courts, [...]
A Scam Attempt or a Department of Revenue Verification Letter?
The Montana Department of Revenue may send a taxpayer a letter by U.S. Mail to confirm that person’s identity. This letter will ask the taxpayer to send copies of identifying [...]
Amending or Correcting Your Individual Income Tax Return
Quick Information Due Dates ReturnsApril 25 ExtensionOctober 17 Tax Types Individual Income Tax Additional Resources Learn about Tax Refunds Montana Free File Partner Offers Montana Individual Income Tax Return (Form [...]
Have You Received a Withholding Nonfiler Letter?
Recently, the department sent letters to business owners who have not filed their 2020 Montana Annual W-2 1099 Withholding Tax Reconciliation (Form MW-3). The Form MW-3 was due January 31, 2021. […]
Montana Residency Guide
This information is for general guidance only. Please consult your tax professional for more direct guidance. Your Montana income tax liability depends on your residency status. The following information is [...]
Governor Gianforte Extends Tax Filing Deadline to May 17
Governor Greg Gianforte today extended the filing and payment deadlines for 2020 Montana individual income tax returns to May 17, 2021. “Last year brought real, serious challenges to Montanans, and [...]
How to Exempt Unemployment Compensation on Montana Form 2 Under ARPA
Under the American Rescue Plan Act of 2021, taxpayers who received unemployment compensation in 2020 and have a Federal Modified Adjustment Gross Income of $150,000 or less can exclude up [...]
Public Notice – 2020 Universal System Benefits Reports
The Montana Department of Revenue has received 2020 Universal System Benefits Reports from the companies listed below. You may review all USB Reports at our Central Office: 125 N. Roberts, [...]
Truncated Forms W-2 and 1099
As a safeguard against identity theft, the Internal Revenue Service (IRS) allows payers to truncate, or shorten, the payee’s taxpayer identification number (SSN, FEIN, or ITIN) on the copy of [...]
A Special Message for Remote Workers in Montana
The Montana Department of Revenue has a reminder for anyone who lived in Montana for any time in 2020 and worked at their jobs remotely, including those who temporarily relocated [...]
Unemployment Benefits and Form 1099-G: Subject to Federal Income Tax, not Montana Income Tax
Unemployment benefits are considered regular income and are subject to federal income tax, but are exempt from Montana income tax. This includes benefits received under regular unemployment insurance, any special [...]
Paycheck Protection Program (PPP) Debt Cancelation Not Taxable
As a part of the CARES Act and the latest federal COVID-19 relief package, passed in December, the federal government created the Paycheck Protection Program (PPP). The PPP is a [...]
