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Montana Income Tax
Income taxes are due by April 15th.
Montana Tax Filing Guide
Here are detailed instructions for filing taxes in the state of Montana.
Consider using TurboTax to E-File your Montana taxes.
Montana Residents
If your domicile residence was in Montana for the entire year, you are a resident of Montana. Montana residents will lose their residency only when they establish a permanent home elsewhere. Leaving Montana temporarily, with the intent to return will not change resident status. If you are a resident of Montana and your federal gross income (excluding unemployment compensation) was greater than the amount allowed page 3 of the Form 2 Instructions for your filing status you are to file a Montana resident return. Montana residents should file a Montana resident return using either Form 2, Form 2M, or Form 2EZ. Each one of these forms has different requirements for use. To see which for you should file see the Form 2 Instructions. For those that want to itemize their deductions see Schedule III.
Related Tax Forms
- Form 2M - Montana Individual Income Tax Retun (Intermediate)
- Form 2 - Montana Individual Income Tax Return (Long)
- Schedule III - Montana Itemized Deductions Schedule
- Form 2EZ - Montana Individual Income Tax Return (Short)
Part-Year Montana Residents
If you moved into or out of Montana in the past year, with intent to establish a permanent residence in Montana, you are a part-year resident of Montana. Part-year residents who made Montana sourced income and whose federal gross income (excluding unemployment compensation) is greater than that that is allowed for their status, which can be seen by looking at page 5 of the Form 2 Instructions, must file a Montana part year resident return. Montana part year residents should file a Montana part year resident return using Form 2. For additional information or assistance see the Form 2 Instructions.
Related Tax Forms
- Form 2 - Montana Individual Income Tax Return (Long)
- Schedule IV - Montana Part-year and Non-resident Tax Schedule
Montana Residents who work in another state
If your domicile residence was in Montana for the entire year you are a resident of Montana. Montana residents will lose their residency only when they establish a permanent home elsewhere. Leaving Montana temporarily, with the intent to return will not change resident status. If you are a resident of Montana and your federal gross income (excluding unemployment compensation) was greater than the amount allowed in the Montana Allowable Tax Information chart (attached below) for your filing status, you are to file a Montana resident return. Montana residents should file a Montana resident return using Form 2. For additional information or assistance see the Form 2 Instructions.
If you are a Montana resident that works in another state Montana will tax the income earned in the other state. However the state in which the income was earned may also tax such income. In this case Montana allows for a tax credit to avoid dual taxation on such income. To qualify for this credit complete Form 2, Schedule VI. For additional information or assistance see the Form 2 Instructions.
Related Tax Forms
- Schedule VI - Montana Credit for Tax Paid To Another State
- Form 2 - Montana Individual Income Tax Return (Long)
Non-Residents who work in Montana
If Montana was never your permanent home during the year, and you only lived or worked in Montana temporarily, you are a nonresident of Montana. Nonresidents who made Montana sourced income and whose federal gross income (excluding unemployment compensation) is greater than that that is allowed for your status, which can be seen by looking at the Montana Allowable Tax Information chart (attached below), must file a Montana nonresident return. Montana nonresidents should file a Montana nonresident return using Form 2. For additional information or assistance see the Form 2 Instructions.
Related Tax Forms
- Schedule IV - Montana Part-year and Non-resident Tax Schedule
- Form 2 - Montana Individual Income Tax Return (Long)
Non-Residents who sold property in Montana
If Montana was never your permanent home during the year, and you only lived or worked in Montana temporarily, you are a nonresident of Montana. Nonresidents who made Montana sourced income and whose federal gross income (excluding unemployment compensation) is greater than that that is allowed for your status, which can be seen by looking at the Montana Allowable Tax Information chart (attached below), must file a Montana nonresident return. Montana nonresidents should file a Montana nonresident return using Form 2. For additional information or assistance see the Form 2 Instructions.
Related Tax Forms
- Form 2 - Montana Individual Income Tax Return (Long)
- Schedule IV - Montana Part-year and Non-resident Tax Schedule
Montana State Tax Forms
- Schedule VI - Montana Credit for Tax Paid To Another State
- Schedule 1 - Montana Additions to Federal AIG Schedule
- Form 2EZ - Montana Individual Income Tax Return (Short)
- Form 2M - Montana Individual Income Tax Retun (Intermediate)
- Form 2 - Montana Individual Income Tax Return (Long)
- Schedule IV - Montana Part-year and Non-resident Tax Schedule
- Schedule III - Montana Itemized Deductions Schedule
- EXT-10 - Montana Extension to File Payment Worksheet
Relevant Links
- State of Montana Tax Website - Official Site
- State of Montana E-File Service - Offered by Montana's Official Website
- Additional Tax Forms - A Comprehensive Collection of Montana Tax Forms
Montana Sales Tax
There is no sales tax at either the state or local level in Montana.
