We welcome the opportunity to assist you and your clients with income tax related questions at our Billings, Missoula, Great Falls, Bozeman, and Hamilton field offices.
However, if you or your clients need a copy of a previously-filed Montana tax return or a Form W-2 filed by an employer, we encourage them to request that information from our Helena office because we have a limited number of income tax auditors in the field offices.
Clients first need to complete a Request for Copies of Tax Information (Form RTI) and mail or fax the form to the address or number on the form along with a copy of their driver license.
We understand that they often need this information as soon as possible, so the Helena staff makes a point of processing those requests as soon as we receive a completed Form RTI. We can, upon request, fax the tax information the same day we receive the form.