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
Income Tax
Property Tax Rebate
info Important: The filing period for the 2023 Montana Property Tax Rebate has closed as of October 1, 2024. No further claims can be accepted for Tax Year 2023. To ... Property Tax Rebate
Business & Income Tax Webinars
On this page, you can find records and materials from past webinars hosted by the Business and Income Tax Division, as well as a schedule of upcoming webinars and topics. ... Business & Income Tax Webinars
Department of Revenue Reminds Employees to Review Montana Wage Withholding – Tax News You Can Use
Legislation passed in 2021 enacted major changes to Montana's income tax system , including lower income tax rates and adjustments to how Montana wage holding is calculated. Beginning January 1, ... Department of Revenue Reminds Employees to Review Montana Wage Withholding – Tax News You Can Use
Common Errors to Avoid when Filing Form PTE – Tax News You Can Use
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 ... Common Errors to Avoid when Filing Form PTE – Tax News You Can Use
Legislative updates for corporations – Tax News You Can Use
This article is a part of our 2023 Legislative Roundup series, providing you updates about changes to Montana income tax laws made during the 68th Montana Legislature. There are two new ... Legislative updates for corporations – Tax News You Can Use
Free File Alliance Offers
The Free File Alliance is a nonprofit coalition of industry-leading tax software companies partnered with Montana to help our taxpayers prepare and e-file their federal and state tax returns for ... Free File Alliance Offers
Individual Income Tax
If you live or work in Montana, you may need to file and pay individual income tax. These resources can help you determine your filing requirements and options. Where's My ... Individual Income Tax
Are the Montana Tax Rebates Taxable? – Tax News You Can Use
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 ... Are the Montana Tax Rebates Taxable? – Tax News You Can Use
Increased Late Filing Penalties for Forms W-2 and Forms 1099 Reporting Mineral Royalties – Tax News You Can Use
This article is a part of our 2023 Legislative Roundup series, which brings you updates about changes to Montana income tax laws made during the 68th Montana Legislature. The 68th ... Increased Late Filing Penalties for Forms W-2 and Forms 1099 Reporting Mineral Royalties – Tax News You Can Use
Reminder to Sign Up and Attend the Income Tax Simplification Webinar – Tax News You Can Use
The Montana Department of Revenue is offering a free webinar on January 22, 2024, at 11 am, to review the major changes to Montana’s individual income tax system in Tax ... Reminder to Sign Up and Attend the Income Tax Simplification Webinar – Tax News You Can Use
2023 Montana Legislative Roundup – Department of Revenue Encourages Employees to Review Montana Wage Withholding – Tax News You Can Use
This article is a part of our 2023 Legislative Roundup series, which brings you updates about changes to Montana income tax laws made during the 68th Montana Legislature. The calculation ... 2023 Montana Legislative Roundup – Department of Revenue Encourages Employees to Review Montana Wage Withholding – Tax News You Can Use
2023 Montana Legislative Roundup – Changes to Several Montana Income Tax Credits – Tax News You Can Use
This article is a part of our 2023 Legislative Roundup series, which brings you updates about changes to Montana income tax laws made during the 68th Montana Legislature. Four existing ... 2023 Montana Legislative Roundup – Changes to Several Montana Income Tax Credits – Tax News You Can Use
Making Pass-Through Entity Tax Payments – Tax News You Can Use
Pass-through entities may participate in a pass-through entity tax (PTET) election for Tax Year 2023 by making a payment by December 31, 2023. The department encourages taxpayers to pay online ... Making Pass-Through Entity Tax Payments – Tax News You Can Use
Military Retirement Exemption for Working Military Retirees Beginning in Tax Year 2024 – Tax News You Can Use
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 ... Military Retirement Exemption for Working Military Retirees Beginning in Tax Year 2024 – Tax News You Can Use
Department of Revenue Webinar Updates and Publication 4 Released – Tax News You Can Use
Recent webinar recordings available: The Department of Revenue has presented three webinars this year to help taxpayers and preparers learn about recent changes to Montana’s tax system. Recordings of these ... Department of Revenue Webinar Updates and Publication 4 Released – Tax News You Can Use
Montana Department of Revenue Offering Five Free Webinars in November and December – Tax News You Can Use
The Montana Department of Revenue is offering five free webinars this November and December on Montana tax laws. The webinars will cover the new Pass-Through Entity Tax, the Elderly Homeowner/Renter … Montana Department of Revenue Offering Five Free Webinars in November and December – Tax News You Can Use
Montana Tax Rebates
Governor Gianforte signed three laws to provide eligible taxpayers with rebates for income tax paid in 2021 and for property taxes paid in 2022 and 2023. Learn more about each ... Montana Tax Rebates
Montana Department of Revenue Releases Updated Wage Withholding Tax Tables and Employee Withholding Form – Tax News You Can Use
The department has updated its wage withholding tax tables (Employer and Information Agent Guide) as well as the employee’s withholding and exemption certificate (Form MW-4) after major changes to Montana’s … Montana Department of Revenue Releases Updated Wage Withholding Tax Tables and Employee Withholding Form – Tax News You Can Use
Montana Medical Care Savings Account Deduction Revived – Tax News You Can Use
The 68th Montana Legislative made several changes to Montana’s tax laws. To help you sort out the changes, we are starting a series explaining the new laws called the 2023 … Montana Medical Care Savings Account Deduction Revived – Tax News You Can Use
Major Updates to Montana’s Tax System Beginning in Tax Year 2024 – Tax News You Can Use
Major changes are coming to Montana’s income tax system beginning in Tax Year 2024, including changes to filing statuses, tax brackets, and the calculation of Montana taxable income. Learn more … Major Updates to Montana’s Tax System Beginning in Tax Year 2024 – Tax News You Can Use
2023 Montana Legislative Roundup – Newly Enacted Montana Adoption Tax Credit – Tax News You Can Use
The 68th Montana Legislative made several changes to Montana’s tax laws. To help you sort out the changes, we are starting a series explaining the new laws called the 2023 … 2023 Montana Legislative Roundup – Newly Enacted Montana Adoption Tax Credit – Tax News You Can Use
County Property Tax Lookup
Look up the amount of property taxes you paid by using your County's Online Property Tax Lookup. Below, we've provided direct links to property tax lookup resources for all Montana ... County Property Tax Lookup
Department of Revenue Updates Montana Pass-Through Entity Tax Guidance – Tax News You Can Use
Department of Revenue Updates Montana Pass-Through Entity Tax Guidance The Montana Department of Revenue has updated guidance for the newly enacted pass-through entity tax that is effective as of Tax … Department of Revenue Updates Montana Pass-Through Entity Tax Guidance – Tax News You Can Use
REMINDER: Tax reporting services in Montana File Transfer discontinued on September 1, 2023 – Tax News You Can Use
Unclaimed Property and Withholding Tax Forms reporting now available in TAP. The Department of Revenue has shut down the automated tax reporting links for Unclaimed Property, W-2s, and 1099s currently … REMINDER: Tax reporting services in Montana File Transfer discontinued on September 1, 2023 – Tax News You Can Use