Individuals

A Scam Attempt or a Department of Revenue Verification Letter?

Montana Department of Revenue | April 23, 2021

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

Montana Department of Revenue | April 15, 2021

Quick Information Due Dates ReturnsApril 15 ExtensionOctober 15 Tax Types Individual Income Tax Additional Resources Where's My Refund? Montana Free File Partner Offers Montana Individual Income Tax Return (Form 2) ...

Montana Residency Guide

Montana Department of Revenue | March 23, 2021

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

Montana Department of Revenue | March 18, 2021

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

Montana Department of Revenue | March 17, 2021

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 ...

Truncated Forms W-2 and 1099

Montana Department of Revenue | February 18, 2021

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 ...

Property Appraisal Notices

Montana Department of Revenue | December 16, 2020

Quick Information Related Resources Property.MT.Gov Residential Property Notice Explained (PDF, 224 KB) Request for Informal Classification and Appraisal Review (Form AB-26) The department is statutorily required to determine: The market ...

Charitable Contributions

Montana Department of Revenue | December 14, 2020

Many charitable contributions are eligible for deduction from your federal and state adjusted gross income. If you itemize your deductions, donations made by December 31 to qualifying charities may reduce ...

HELP Integrity Fee (HIF)

Montana Department of Revenue | July 1, 2020

The Integrity fee is a monthly fee that certain participants of the Montana Health and Economic Livelihood Partnership (HELP) program must pay in addition to their premiums. If you are ...

COVID-19 Update on Military Income

Montana Department of Revenue | June 30, 2020

Currently, at the national level, the order in effect to activate service members to provide COVID-19 related assistance is the President’s Executive Order of March 27, 2020. Governor Bullock has ...

Outreach Coordinator

Montana Department of Revenue | April 10, 2020

The Outreach Coordinator for the Alcoholic Beverage Control Division works independently from the Division’s Bureaus in order to provide impartial assistance. The Outreach Coordinator works to help licensees, the public, Montana communities, officials and anyone else interested ...

Frequently Asked Questions about COVID-19 Individual Income, Estate, and Trust Payments

Montana Department of Revenue | April 8, 2020

What payments are postponed from April 15 to July 15? The payment deadlines that are extended are the taxes due with the 2019 income tax return for individuals, estates and ...

How to Reschedule an Individual Income Tax Payment

Montana Department of Revenue | April 3, 2020

If you have scheduled a payment for individual income tax on or before April 15, you may now delay your payment to a date after April 15. But, it must ...

Note to Montanans: COVID-19 Federal Stimulus Payments to Individuals are Tax-Free

Montana Department of Revenue | April 1, 2020

The Montana Department of Revenue has determined that payments from the federal government related to the COVID-19 outbreak are exempt from state income tax. Many Montanans are expected to receive payments from the CARES Act, passed in late March. If you have ...

Governor Bullock Extends Montana’s Tax Filing Deadline

Montana Department of Revenue | March 20, 2020

MONTANA – Governor Steve Bullock today extended the payment and filing deadlines for 2019 individual income taxpayers to July 15 in accordance with the new federal filing deadline. “Montanans across ...

Questions on Payment Plans

Montana Department of Revenue | March 18, 2020

With many Montana taxpayers facing disruption and uncertainty related to COVID-19, the Collections Bureau will do its best to accommodate and work with taxpayers during this difficult time. For taxpayers ...

Montana Unveils New QuickFile Option

Montana Department of Revenue | February 24, 2020

The Montana Department of Revenue has released a new way for Montanans with simple taxes to file their 2019 state income tax returns online, quickly and for free. MT QuickFile ...

Montana Earned Income Tax Credit

Montana Department of Revenue | January 29, 2020

The Montana Earned Income Tax Credit is a refundable credit aimed at low- and middle-income workers. Eligibility You are eligible for this credit for Tax Year 2020 if you: Were ...

Tax Filing Assistance

Montana Department of Revenue | January 17, 2020

HELP Entity Fee (HEF)

Montana Department of Revenue | July 1, 2019

Quick Information Due Dates April 15 Fees Fees The HELP Entity Fee (HEF) is equal to the state’s share of the annual average cost per program participant split up over ...

Notice of Assessment (NOA) Letters Mailed

Montana Department of Revenue | May 2, 2019

The Department of Revenue has begun mailing the first individual income tax Notice of Assessment (NOA) letters for Tax Year 2018. If you or your clients have any questions or ...

Payment Plan Requests

Montana Department of Revenue | April 18, 2019

If a taxpayer has filed their return and cannot pay their tax bill in full, they can request to pay in installments. To request a payment plan: Log into the ...

Co-tenants and the Elderly Homeowner/Renter Credit

Montana Department of Revenue | April 10, 2019

We’ve been asked if individuals renting an apartment or a house as co-tenants are considered a single household or two households for the Elderly Homeowner/Renter Credit. The department recognizes the ...

First Estimated Tax Payments Due April 15

Montana Department of Revenue | April 10, 2019

All individual taxpayers, except farmers and ranchers, must make estimated income tax payments if their estimated tax liability for 2019 after withholding and credits is more than $500. Taxpayers receiving ...

How to Make Voluntary Contributions on Your Tax Return

Montana Department of Revenue | April 10, 2019

You can use your tax return to donate to four programs: Nongame Wildlife Program Your contributions ensure the well-being of Montana’s watchable wildlife species. Child Abuse Prevention Your contributions fund ...

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A Scam Attempt or a Department of Revenue Verification Letter?

Amending or Correcting Your Individual Income Tax Return

Montana Residency Guide

Governor Gianforte Extends Tax Filing Deadline to May 17

How to Exempt Unemployment Compensation on Montana Form 2 Under ARPA

Truncated Forms W-2 and 1099

Property Appraisal Notices

Charitable Contributions

HELP Integrity Fee (HIF)

COVID-19 Update on Military Income

Outreach Coordinator

Frequently Asked Questions about COVID-19 Individual Income, Estate, and Trust Payments

How to Reschedule an Individual Income Tax Payment

Note to Montanans: COVID-19 Federal Stimulus Payments to Individuals are Tax-Free

Governor Bullock Extends Montana’s Tax Filing Deadline

Questions on Payment Plans

Montana Unveils New QuickFile Option

Montana Earned Income Tax Credit

Tax Filing Assistance

HELP Entity Fee (HEF)

Notice of Assessment (NOA) Letters Mailed

Payment Plan Requests

Co-tenants and the Elderly Homeowner/Renter Credit

First Estimated Tax Payments Due April 15

How to Make Voluntary Contributions on Your Tax Return

Citizen Services Call Center

Taxpayer Advocate

Citizen Services Call Center

Taxpayer Advocate