Forms
Welcome to the Montana Department of Revenue Forms Repository Please use the search box below to filter the results on this page. If you are not able to find the ... Forms
Businesses
Montana Tax Simplification Resource Hub
Income Tax Simplification This page contains pertinent links to resources about Montana’s income tax simplification. The legislation enacting changes to Montana’s income tax passed during the 2021 Legislature in Senate Bill ... Montana Tax Simplification Resource Hub
March 1 Deadline Reminders
Deadline for Business Equipment Reporting Individuals and businesses owning business equipment (as of January 1, 2025) with an aggregate market value of more than $1 million statewide must report the ... March 1 Deadline Reminders
Alcoholic Beverage Outreach Program
The Alcoholic Beverage Control Division (ABCD) is dedicated to supporting voluntary compliance through education and outreach. View the upcoming events where you’ll find us or submit a request for ABCD ... Alcoholic Beverage Outreach Program
Approved Withholding and Payroll Tax Software
We only test software to ensure we can accept forms filed by the software. We are not associated with vendors and cannot guarantee any aspect of the software. Learn more ... Approved Withholding and Payroll Tax Software
Approved Corporate Income Tax Software
We have tested these software vendors and approved them for use submitting Corporate Income Tax Returns. We only test software to ensure we can accept forms filed by the software. ... Approved Corporate Income Tax Software
Approved Pass-Through Entity Software
We have tested these software vendors and approved them for use submitting Montana Pass-Through Entity Tax Return. We only test software to ensure we can accept forms filed by the ... Approved Pass-Through Entity Software
Cannabis Tax
We have updated our Cannabis Tax FAQs, please review and contact us with any questions. There are two types of taxes placed on marijuana: state and local. Both occur only ... Cannabis Tax
Department Reminds Pass-Through Entities of Proper Treatment of Pass-Through Entity Tax Overpayments – Tax News You Can Use
As the department processes the over 48,000 Forms PTE received for tax year 2024, one of the most common adjustments we have made is to tax returns pushing overpayments of … Department Reminds Pass-Through Entities of Proper Treatment of Pass-Through Entity Tax Overpayments – Tax News You Can Use
Tax Certificates
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 ... Tax Certificates
Montana License Lookup
License Search License List Accountant Acupuncturist Aerial Hunting Permits Aeronautics Air Quality Permits Alarm Response Runner All Beverages License Animal Health Permits Animal Import Apiary - Bee Registration Architect Assisted ... Montana License Lookup
Pass-through Entities
A pass-through entity is a business whose owners claim the income on their own income tax returns based on their share of profits or losses. Pass-through entities include: Partnerships S corporations ... Pass-through Entities
2023 Capitalization Rate Study Available
The Department will accept comments on the 2023 capitalization rates for 20 days after posting. We will post a response to each written comment we receive within 20 days of the close of the comment period ending on April 13, 2023.
Montana Form WE-ELECT Instructions
/download/83773/ Use these instructions to file a Water's Edge Election using our TransAction Portal (TAP). These instructions address the needs of most tax filers. If you have a tax situation ... Montana Form WE-ELECT Instructions
American Rescue Plan Act (ARPA) Information
The federal American Rescue Plan Act (ARPA) of 2021, passed in March, 2021, providing nearly $2 trillion of funding to all states for projects to support public health expenditures; to ... American Rescue Plan Act (ARPA) Information
Department Rulemaking Filing for July 22, 2022
Proposal Notices MAR 42-1052 MAR 42-1052pro - pertaining to department implementation of legislation for House Bills 157, 226, 525, 705 and Senate Bill 320 enacted by the 2021 Montana Legislature ... Department Rulemaking Filing for July 22, 2022
Department of Revenue Rulemaking Actions for June 10, 2022
Adoption Notice MAR 42-1048 MAR 42-1048adp - pertaining to marijuana and marijuana products packaging and labeling application and approval process. Comments were received - no additional changes were made from ... Department of Revenue Rulemaking Actions for June 10, 2022
Department of Revenue Rulemaking Actions for May 27, 2022
Proposal Notice MAR 42-1046 MAR 42-1046pro - pertaining to department procedures involving penalties against alcoholic beverages licenses. Public Hearing June 22, 2022 Comment Deadline June 30, 2022 Adoption Notices MAR ... Department of Revenue Rulemaking Actions for May 27, 2022
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 … Changes to Partnership Income and Corresponding Montana Source Income from House Bill 53
Notice of Department Rulemaking Filing – December 22, 2021
Adoption Notices MAR No. 42-1033 Notice of adoption of New Rules I through XV pertaining to the Montana Marijuana Regulation and Taxation Act Comments were received; changes were made Effective ... Notice of Department Rulemaking Filing – December 22, 2021
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 ... Notice of Department Rulemaking Filing – December 10, 2021
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 ... Fifteen Montana Tax Credits Repealed in 2022
Assistance Programs Available for Citizens Impacted by Wildfires
We express sincere sympathy to everyone whose homes, lands, and other property have been damaged or destroyed by a wildfire or other natural disaster. Please, let us help. If you ... Assistance Programs Available for Citizens Impacted by Wildfires
2019 Pass-Through Entity Delinquency Letters Mailed
We recently mailed letters to S corporations and partnerships that have an open account with us and have not filed their 2019 Montana tax returns. Sending these delinquency letters helps ... 2019 Pass-Through Entity Delinquency Letters Mailed
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. … Have You Received a Withholding Nonfiler Letter?