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Montana Form FID-3 Income Tax Instructions for Estates and Trusts

December, 10, 2024

/download/82964/ This booklet addresses most estate or trust tax filing situations. If you have a tax situation not represented in this booklet, see Title 15 of the Montana Code Annotated. ...

Montana Income Tax Return for Estates and Trusts (Form FID-3)

/download/82975/ You may use this form to file a Montana income tax return for an estate or trust. YearDownload 2024 Montana Income Tax Return for Estates and Trusts (Form FID-3) ...

Tax News You Can Use

Credit for Income Taxes Paid to Another State or Country for Pass-Through Entity Taxes

December, 1, 2022

Montana residents who are owners of a pass-through entity (PTE) that paid income taxes in another state may be eligible for the credit for the income taxes paid to another ...

Property

Annual Property Tax Changes by County

March, 13, 2025

10-Year Annualized Percentage Change (2015-2024) Beaverhead County Big Horn County Blaine County Broadwater County Carbon County Carter County Cascade County Chouteau County Custer County Daniels County Dawson County Deer Lodge ...

Tax Simplification Changes Now in Effect for Montana

March, 7, 2025

Taxpayers preparing their 2024 Montana tax return may be noticing the effect of Senate Bill 399 from the 2021 Legislature. The bill aligns the Montana tax system more closely to ...

Income Tax Miscellaneous Updates Wage Withholding

Check and Update Your 2025 Montana Tax Withholding

March, 4, 2025

Individuals may be seeing different refund amounts on their 2024 Montana tax returns than they experienced in the past. The Montana Department of Revenue (DOR) encourages Montana taxpayers to review ...

Taxes and Fees

Taxes & Fees

March, 3, 2025

Changes to TAP Payments Beginning December 29, 2024, you may need to either create an account using the TransAction Portal (TAP) or log into your existing TAP account to make ...

Businesses

Montana Tax Simplification Resource Hub

February, 10, 2025

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 ...

Exclusions and Deductions Income Tax Tax News You Can Use

Updated Instructions for Itemized Deductions on Federal Income Tax Returns

February, 3, 2025

The Department of Revenue has updated the Form 2 instructions to provide guidance to taxpayers claiming itemized deductions on their federal income tax return that are affected by the state ...

Montana Individual Income Tax Return (Form 2) Instructions

/download/83160/ This booklet addresses most tax filing situations. If you have a tax situation not represented in this booklet, see Title 15 of the Montana Code Annotated. Updated Form 2 ...

About

Business & Income Tax Division

January, 29, 2025

Derek Bell Division Administrator Renee Lemon Deputy Division Administrator The Business and Income Taxes (BIT) Division is committed to success through supporting equity and integrity in taxation through effective and ...

Government Income Tax Individuals Property Tax Relief Taxes and Fees Taxpayer Assistance

Property Tax Rebate

January, 6, 2025

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. Rebate ...

Property Tax Relief

Property Tax Assistance Program (PTAP)

December, 18, 2024

The Property Tax Assistance Program (PTAP) helps citizens on a fixed or limited income by reducing the property tax rate on their home. The PTAP benefit only applies to the ...

Montana Form FID-3 Schedule K-1 – Beneficiary’s Share of Income (Loss), Deductions, Credits, Etc.

December, 10, 2024

/download/82985/ A fiduciary of an estate or trust is required to provide a Montana Schedule K-1 to all beneficiaries. Montana Schedule K-1 shows information about a beneficiary’s share of income, ...

Fourth Quarter 2024 Estimated Payments Due for Individual, Pass-Through, and Estate and Trusts

April, 15, 2024

January 15 Fourth Quarter 2022 estimated payments are due for: Individual Income Taxes Composite Income Taxes Estate and Trust Income Taxes Payment Options Individual Income Tax TransAction Portal (TAP) Montana ...

Third Quarter 2024 Estimated Payments Due for Individual, Pass-Through, and Estate and Trusts

September 15 Third quarter 2024 estimated payments are due for: Individual Income Taxes Composite Income Taxes Estate and Trust Income Taxes Payment Options Individual Income Tax TransAction Portal (TAP) Income ...

Income Tax Tax News You Can Use Taxes and Fees Updates

Common Errors to Avoid when Filing Form PTE – Tax News You Can Use

March, 8, 2024

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 ...

Second Quarter 2024 Estimated Payments Due for Individual, Pass-Through, and Estate and Trusts

March, 6, 2024

June 15 Second Quarter 2024 estimated payments are due for: Individual Income Taxes Composite Income Taxes Estate and Trust Income Taxes Payment Options Individual Income Tax TransAction Portal (TAP) Income ...

First Quarter 2024 Estimated Payments Due For Individual, Pass-Through, And Estate And Trusts

March, 5, 2024

April 15 First Quarter 2023 estimated payments are due for: Individual Income Taxes Composite Income Taxes Estate and Trust Income Taxes Payment Options Individual Income Tax TransAction Portal (TAP) Income ...

First Quarter 2024 Estimated Payments Due for Individual, Pass-through, and Estate and Trusts

April 18 First Quarter 2022 estimated payments are due for: Individual Income Taxes Composite Income Taxes Estate and Trust Income Taxes Payment Options Individual Income Tax TransAction Portal (TAP) Income ...

2023 Estate And Trust Tax Returns Due

April 15 2022 Estate and Trust Taxes are due on April 18, 2023. Available in our TransAction Portal

Businesses Pass-through Entities Taxes and Fees

Tax Certificates

March, 4, 2024

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 ...

Income Tax Tax News You Can Use Tax Relief Updates

Are the Montana Tax Rebates Taxable? – Tax News You Can Use

January, 30, 2024

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 ...

Exemptions Income Tax Military Exemption Online Services Tax News You Can Use Tax Relief Taxes and Fees Updates

Military Retirement Exemption for Working Military Retirees Beginning in Tax Year 2024 – Tax News You Can Use

December, 13, 2023

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 ...

Government Income Tax Individuals Tax News You Can Use Taxes and Fees Taxpayer Assistance

Appealing a Department Tax Decision

August, 4, 2023

The Montana citizen has the right to request, through the appeals process, a review by the Department of Revenue of a change or an adjustment made by DOR to their tax return, ...

Search Results for: State Income Tax