We will ask you questions about your income tax return. Based on your answers, we will provide a list of tax preparation services you may qualify for.
You are under no obligation to use these options.
You answers are anonymous and cannot be connected to your filed tax return in any way.
If you would rather evaluate your filing options on our own, you can see our Filing Options.
Learn About Selecting a Filing Status
1. What is your filing status?
Are you and your spouse filing together or separately?
Learn About Income Tax Deductions
2. Are you using an itemized or standard deduction?
3. Do you live in Montana?
Learn About Montana Military Service Tax Impacts
4. Are you serving active duty in the military?
Learn about Montana Income Tax Credits
5. Are you claiming any tax credits?
Which credits are you claiming?
Learn About Adjusted Gross Income
6. Provide information about your income.
Which of the following income documents do you have?
Some Filing Options May Have Age Restrictions
7. Taxpayer Age
Your Filing Options
MT QuickFile
MT QuickFile is a free option for Montana Taxpayers with simple returns provided by the Montana Department of Revenue.
MT QuickFile is available to taxpayers if:
- They are filing single, head of househould, or married filing jointly.
- They are claiming a standard deduction.
- They are a full-time Montana resident.
- They only have income to report on Forms W-2, 1099-INT, or 1099-DIV.
- They are not claiming any credits other than the Montana Elderly Homeowner/Renter Credit.
You may use MT QuickFile to claim your Elderly Homeowner/Renter Credit.
However, if you do not also meet the criteria listed above, you may need to file an amended return.
Free File Alliance Member 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.
Based on your answers above, you may qualify for the following Free File Alliance Offers:
Approved Commercial Software
You may be able to file using Approved Individual Income 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 about software approval from the IRS.
File a paper Montana Income Tax Return (Form 2)
All taxpayers may choose to file a paper Montana Individual Income Tax Return (Form 2).
Please see the Montana Individual Income Tax Return (Form 2) Instructions for more information.
Please Note:
When filing with a paper form, please allow up to six weeks before checking your refund status using the Where’s My Refund.
Learn more about Individual Income Tax Refunds.
Tax Professionals
You can get help with your taxes from a qualified tax professional.
The IRS provides excellent resources for finding the best tax professional to help you.
MontanaFreeFile.org also provides a list of local free tax resources, including volunteers and tax professionals
