Forms Directory

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30A | Location Manager Application License Alcoholic Beverages liquor, 30 A, 30-A,
Description

You may use this form to file a Management Agreement.



911 | Emergency Telephone Service Fee Business Return Miscellaneous Taxes telecommunications, taxes, fees, 911 fee, Emergency, Phone Service, Telecommunications, Fee
Description

You may use this form to report and pay emergency telephone service fees for periods after July 1, 2007.



AABLCAT | Application to Add Catering Endorsement to All-Alcoholic Beverages License License Alcoholic Beverages liquor, catering, special event,
Description

You may use this form to apply for a catering endorsement for your existing all-alcoholic beverages license.



AB-13 | Nonproductive, Patented Mining Claim Application Property Business AB13, mining,
Description

You may use this form to apply for a mining claim classification.



AB-23 | Application for Residential Appraisal of Property for Taxation Purposes Property Individual Residential Property, Taxation, Property Appraisal, ab23
Description

You may use this form to request that your residential land and improvements be appraised as residential property, when the property is in an area of changing use.



AB-26 | Request for Informal Classification and Appraisal Review Property Appeal Individual Business Review, Informal Review, Appraisal, Classification, Notice, Property Value, Property Tax, Property Tax Appeal, ab26
Description

You may use this form to request an informal review of your property. The informal review lets you explain why you believe our classification or value is wrong and lets us address your concerns.



AB-27 | Property On-Site Review Authorization Property Individual Business property review, on-site review, permission, privacy, value estimates, property value, property appraisal, ab27
Description

You may use this form to ask us not to access your property or to only access your property with you present when we do an on-site property review. If you don't grant access, we will estimate your property value.



AB-30T | Temporary Tribal Tax Exemption Application Property Individual Business tribal exemption, tribal land, tribal property, federal trust, Indian Affairs, Indian land, Indian exemption, Indian Property, ab30, ab30t, ab 30, ab 30 t,
Description

You may use this form to apply for a temporary tribal tax exemption. The exemption applies to property owned in fee by a recognized tribe located within Montana when a federal trust application is pending. (15-6-230, MCA)



AB-63 | Withdrawal Form for Informal Review or Appeal Property Appeal Individual Business Appeal, Withdraw, Property Appraisal, Informal Review, ab63, ab 63,
Description

You may use this form to withdraw your previously submitted Request for Informal Classification and Appraisal Review (Form AB-26), county tax appeal, or Montana tax appeal.



AB-74 | Gray Water System Application for Tax Abatement Property Individual Business exemption, abatement, gray water system, ab 74, ab74
Description

You may use this form to receive a tax abatement on a residential dwelling with a gray water system. (15-24-32, MCA)



ADD-MFG | Add an Additional Manufacturing Location to an Existing Brewery/Distillery/Winery License License Alcoholic Beverages alcohol, permit, locations, places, new location, new address, addmfg, add mfg,
Description

If you have a brewery, distillery, or winery license, you may use this form to add another location. You may only use the new location for manufacturing.



AltProp | Alternating Proprietor on a Manufacturer's Premises License Alcoholic Beverages Alt Prop, Alt-Prop
Description

You may use this form if you are a tenant manufacturer using the licensed premises and equipment of a host manufacturer to produce and/or package alcoholic beverages.



ALTRET | Alteration Request License Alcoholic Beverages alcohol license, liquor license, abc license, alcohol permit, liquor permit, Alt-Ret,
Description

You may use this form to ask for approval from the department on change to your licensed premises.



ASA | Request to Purchase Non-Beverage Ingredients Containing Alcohol Alcoholic Beverages medicines, extracts, essence, tinctures, medication,
Description

You may use this form to request to purchase nonbeverage ingredients containing alcohol. Ingredients may include medicines, extracts, essence, tinctures, or other preparations containing alcohol.



ATL | Assumption of Montana Tax Liabilities Business Pass-Through Entity Corporate Tax C Corp, DER, CIT, LLC, tax certificate, c corporation, disregarded entity
Description

You may use this form if you were part of a merger, consolidation, or combined filing and are requesting a certificate.



BCT | Beer Connoisseur’s Semi-Annual Tax Report Return and Instructions Return Alcoholic Beverages beer, beer connoisseur,
Description

You may use this form to report how much beer you've received from out-of-state breweries in the last six months.



BEN | Bentonite Production Tax Business Return Natural Resources mines, minerals, clay,
Description

You may use this form to calculate and pay Bentonite Production Tax.



CAB-2 | Air or Water Pollution Control and Carbon Capture Equipment Certification Application Property Business Centrally Assessed pollution, control, carbon capture, application, certification, DEQ, environmental control
Description

If you have air or water pollution control equipment, use this form to apply for certification. Certified pollution control equipment may be granted a special tax status as class five property. (MCA, 15-6-135)



CAB-4 | Value-added Manufacturing Machinery Certification Application Property Business Centrally Assessed Centrally Assessed, Value-added,
Description

You may use this form to apply for a value-added manufacturing machinery certification.



CAB-8 | Request for Informal Review for Centrally Assessed Companies Property Appeal Business Centrally Assessed centrally assessed, informal review, industrial, railroad, telecommunications, telecom
Description

You may use this form to request an informal review after receiving your first notice of tax assessment and classification on a centrally assessed property.



CABMTAB | Centrally Assessed Property Tax Appeal Property Appeal Business Centrally Assessed property tax, appeal, Montana Tax Appeal Board
Description

To appeal a Department of Revenue decision on centrally assessed property, you may appeal directly to the Montana Tax Appeal Board (MTAB) (MCA, Chapter 23)



CC | College Contribution Credit Individual Credit Pass-Through Entity college fund, 529 account, college savings
Description

You may use this form to calculate your college contribution tax credit.



CCT | Consumer Counsel Fee Reporting Business Return consumer, counsel, fee
Description

You may use this form to report and pay your consumer counsel fees.



CGP | Assessment of Gross Proceeds of Coal Mines Reporting Business Natural Resources coal, gross receipts
Description

You may use this form to report the gross proceeds of a coal producing mine.



CIT-Instructions | Montana Form CIT Instructions Business Return Corporate Tax C Corporation, Business Tax, Corporate license tax, Booklet, instructions, guide,
Description

These instructions address the laws for most tax filers. If you have a tax situation not represented in the booklet, see Title 15 of the Montana Code Annotated. The instructions do not include the Form CIT.



CIT-UT | Underpayment of Estimated Tax By Corporation Business Return Corporate Tax underpayment, corporation, estimated taxes, business tax, business income tax,
Description

Use this form to assist in calculating any underpayment interest penalty you may owe with the filing of your Form CIT. Be sure to attach a copy of the completed form to the Form CIT.



CLT-4S | Montana S Corporation Information and Composite Tax Return Tobacco Business Withholding Return Unclaimed Property Centrally Assessed Natural Resources Pass-Through Entity 1120S, S Corporation, Return
Description

Use this form if your business files a U.S. Income Tax Return for an S Corporation (Form 1120S) for your business’s federal filing. If your business conducts operations within Montana or it receives Montana source income, you must file this tax return.



CONAPP | Beer Connoisseur’s License Application License Alcoholic Beverages liquor
Description

You may use this form to apply for a beer connoisseur license. This license lets you receive beer shipments directly from an out-of-state brewery for you to drink. It does not let you sell beer.



ContractMfg | Contract Manufacturing Application License Alcoholic Beverages
Description

You may use this form if you are a manufacturer and would like to use your licensed premises and equipment to produce and/or package alcoholic beverages for another manufacture to sell.



Credit-Form | Credit Form for Defective Merchandise/Transportation Breakage/Shortage Alcoholic Beverages liquor, broken, liquor, alcohol, defective, bad, bad shipment, broken shipment, Credit Form,
Description

You may use this form to request a credit on your liquor product shipment if it has damaged, defective or missing items. Please email to dorliquordist@mt.gov



CR-T | Application for Tax Certificate Individual Business Pass-Through Entity
Description

You may use this form to apply for a Title 15, Dissolution/Withdrawal, Good Standing, Tax Clearance, and Reviver Tax Certificates.



CST | Coal Severance Tax Business Return Natural Resources
Description

You may use this form to file and pay your Coal Severance Tax.



CT-201 | Cigarette Tax Decals Order Form Tobacco Business cigarette, tax, decals
Description

You may use this form to order cigarette tax stamps.



CT-203 | Insignias Refund Application Tobacco Business Credit Insignias, Application
Description

You may use this form to request an insignia refund.



CT-205 | Cigarette Tax Tobacco Business Return
Description

You may use this form to reconcile your cigarette taxes.



CT-206 | Cigarette Tax Exempt Sale Certificate Tobacco Reporting Business
Description

You may use the form to request a cigarette tax exemption certificate for sales to wholesalers and Native American retailers.



CT-207 | Exempted Sales Refund Application Tobacco Business Credit Exempted, Sales, Application
Description

You may use this form to request a refund for taxes paid on exempt sales with a Cigarette Tax Exempt Sale Certificate (Form CT-206).



CTAB | Property Tax Appeal Form Property Appeal Individual Business Appraisal, Property Appraisal
Description

If you are not satisfied with the results of your informal review, or if you do not want to use the informal review process, you can appeal to a county tax appeal board. Appeal forms are available at your local County Clerk and Recorder’s office, or on the Montana Tax Appeal Board’s website at mtab.mt.gov.



DBLA | Domestic Brewery License License Alcoholic Beverages liquor
Description

You may use this form to apply for a new domestic brewery license or transfer ownership on an existing license.



DCAC | Dependent Care Assistance Credits Individual Credit Pass-Through Entity credit, dependent care, assistance
Description

You may use this form to calculate your dependent care assistance credit.



DDWHAPP | Domestic Distillery Storage Warehouse Application License Alcoholic Beverages liquor
Description

If you are a domestic distiller, you may use this form to apply for a storage warehouse.



Decedents-Family-History | Decedent's Family History Reporting Individual Unclaimed Property deceased, dead, passed-away, estate,
Description

You may use this form to file a claim on behalf of a closed or nonexistent estate.



DS-1 | Disability Income Exclusion Individual Disability, Income Exemption
Description

We have discontinued this form. The Montana Disability Income Exclusion worksheet is now part of the Montana Individual Income Tax Return (Form 2).



DSE | Direct Shipment Endorsement Application License Alcoholic Beverages liquor
Description

You may use this form to apply for a Direct Shipment Endorsement. This endorsement lets you ship table wine directly to any individual in Montana if they are at least 21.



DWL | Domestic Winery License License Alcoholic Beverages liquor
Description

You may use this form to apply for a new domestic winery license or transfer ownership of an existing license.



ECC | Elderly Care Credit Individual Credit Elderly Care, Credit
Description

You may use this form to claim the elderly care credit.



EEL | Electricity and Electrical Energy License Tax Report Reporting Business Payment energy, electric company, gas and electric,
Description

You may use this form to report and pay your Electrical Energy Producers License Tax.



ELC | Emergency Lodging Credit Individual Business Credit License Pass-Through Entity Lodging Credit, emergency, TELC, ELC, Temporary Emergency Lodging credit
Description

You may use this form to claim your emergency lodging credit. (Formerly known as the temporary emergency lodging credit)



ELT | Excise and License Taxes Business Return License Alcoholic Beverages liquor, fortified wine, domestic distillery,
Description

You may use this form to pay the license and excise taxes on distilled spirits and fortified wines sold in your distillery's sample room.



ENRG-B | Alternative Energy System Credit Individual Credit credit, alternative energy system
Description

You may use this form to claim your alternative energy system credit.



ENRG-C | Energy Conservation Installation Credit Individual Credit credit, energy conservation installation
Description

You may use this form to claim your energy conservation installation credit.



ESL | Extension of Statute of Limitations Appeal Business Corporate Tax
Description

You may use this form as a written agreement for extending the statute of limitations on your corporate income tax return.



eStop | eStop Business Licenses Guide Tobacco Business License Alcoholic Beverages Miscellaneous Taxes
Description

This guide contains information on using eStop Business Licenses.



ESW | Montana Individual Estimated Income Tax Worksheet Individual Pass-Through Entity worksheet, income tax, individual
Description

You may use this worksheet to calculate your estimated income tax liability.



ETM | Enrolled Tribal Member Exempt Income Certification/Return Individual Return Tribal, native american tribes, american indians, indian tribes, native american indians, tax exemption,
Description

You may use this form instead of a tax return if you are an enrolled tribal member and your income is exempt from Montana income tax. This form replaced the old Tribal Member Certification (Form IND).



EXPT | Tax-Exempt Status Request Form Reporting Business Corporate Tax tax exempt, status request
Description

You may use this form to apply for tax-exempt status in Montana.



F-1 | Floor Plan License Alcoholic Beverages liquor
Description

You may use this from to show the layout of your premises when you apply for any alcoholic beverage license.



FBLA | Foreign Brewer or Beer Importer License License Alcoholic Beverages liquor
Description

You may use this form to apply for a Foreign Brewer or Beer Importer License.



FIRELTR | Fire code requirements and information Reporting License Alcoholic Beverages fire code, fire safety, drinking, dining
Description

The fire code requirements and information pertinent to fire and life safety requirements for drinking and dining establishments (A and B Occupancies)



Form-10 | Personal/Criminal History Statement License Alcoholic Beverages liquor, Form 10,
Description

You may use this form to disclose your personal and criminal background information when applying for a liquor license.



Form-13 | Reporting Form For A Non-Institutional Loan Reporting Alcoholic Beverages gaming, gifting
Description

You may use this form to notify the department if you intend to acquire a loan from, acquire financing from, or to transfer a security interest to a non-institutional source. This form needs to accompany a Gifting Statement. Gaming forms are available on the Department of Justice's website at dojmt.gov.



Related Forms
Form-2EC | Montana Elderly Homeowner/Renter Credit Individual Credit Return Renter, Credit, Elderly
Description

You may use this form to claim your Montana Elderly Homeowner/Renter credit. You may claim this credit even if you do not need to file a Montana individual income tax return.



Form-2EZ-Booklet | Montana Form 2EZ Individual Income Tax Forms and Instructions Individual Return
Description

We discontinued the Montana Form 2EZ Individual Income Tax Return beginning with Tax Year 2018. Please use the Montana Individual Income Tax Return (Form 2).



Form-2-Instructions | Montana Individual Income Tax (Form 2) Instructions Individual Return Individual Income Tax, instructions, tax booklet, montana individual income tax, long form, montana long form, Form 2
Description

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.



Form-2M | Individual Income Tax Form 2M Individual Return
Description

Montana Form 2M was discontinued beginning in Tax Year 2015 and is no longer available to new filers. Please use Montana Tax Form 2 instead.



Form-2M-Booklet | Montana Form 2M Individual Income Tax Forms and Instructions (Includes Form 2EC) Individual Return
Description

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.



Form-2M-Worksheets | Calculation Worksheets for Individual Income Tax Return Form 2M Individual Return
Description

Form 2M was discontinued in 2015. Please use Montana Individual Income Tax Form 2 to complete new returns.



Form-2-Schedule-I | Schedule I - Montana Additions to Federal Adjusted Gross Income Individual Return Additions, Form 2, Schedule 1
Description

You may use this schedule to add income included on taxes in Montana but excluded on your federal return.



Form-2-Schedule-II | Schedule II - Montana Subtractions from Federal Adjusted Gross Income Individual Return adjusted gross income, Form 2, Schedule 2
Description

You may use this schedule to subtract income excluded from taxes in Montana but included on your federal return.



Form-2-Schedule-IV | Schedule IV - Nonresident/Part-year Resident Tax Individual Return Nonresident, non-resident, schedule, Form 2, Schedule 4
Description

If you are not a Montana resident or were only a Montana resident for part of the year, you may use this schedule to figure how much of your income is taxable in Montana.



Form-2-Schedule-V | Schedule V - Montana Tax Credits Individual Return Tax Credits, schedule, Form 2, Schedule 5
Description

You may use this form to figure the amount of any Montana income tax credits you may claim.



Form-2-Schedule-VI | Schedule VI - Credit for Income Tax Liability Paid to Another State or Country Individual Credit Return schedule, income tax, liabiity
Description

If you paid taxes to another state or country, you may use this schedule to figure any possible credit to your Montana individual income tax.



Form-2-Schedule-VIII | Schedule VIII - Reporting of Special Transactions Individual Return schedule, form 2
Description

You may use this schedule if you filed federal Form 8824, Form 8865, or Form 8886 with your federal income tax return or to report federal information on an amended return.



Form-2-Worksheet-IV | Worksheet IV - Partial Pension and Annuity Income Exemption Individual Return pension, annuity, retirement,
Description

You may use this worksheet determine if you may exclude part of your pension or annuity income from your individual income taxes.



Form-2-Worksheet-VI | Worksheet VI - QMIP - Qualified Mortgage Insurance Premiums Deduction and IDL - Itemized Deduction Limitation Individual Return
Description

You may use Worksheet VI-QMIP to figure your Qualified Mortgage Insurance Premiums Deduction and Worksheet VI-IDL to figure your itemized deduction limits.



Form-30 | Business Statement License Alcoholic Beverages Form 30,
Description

You may use this form to list business owners, officers, and other employees for any license requesting a business structure.



Form-488 | Realty Transfer Certificate Property Individual Business RTC, Form 488,
Description

You must file this form when you transfer real property.



Form-5 | Alcoholic Beverages – Gambling Operator Combined On-Premises License Application Alcoholic Beverages liquor, Form 5
Description

You may use this form to apply for an on-premise alcoholic beverage license, a gambling license, or both.



FRM | Montana Farm and Ranch Risk Management Account Individual Credit risk management account, farm, ranch
Description

You may use this form to figure how much of your farm and ranch risk management trust you can exclude from your adjusted gross income.



FTB | Montana First-time Home Buyer Savings Account Individual first time home buyer, savings account
Description

You may use this form to figure how much of your first-time homebuyer credit you can exclude from your adjusted gross income.



FWIR | Montana Foreign Winery or Importer Registration Reporting License Alcoholic Beverages liquor
Description

You may use this form to register a Foreign Winery or Importer.



G-1 | Grocery Inventory Reporting Alcoholic Beverages liquor
Description

You may use this form to report the non-alcohol products you sell to qualify as a grocery store when applying for an off-premises retail beer and wine license.



GenReg | Montana Department of Revenue Business Registration Individual Business Withholding Miscellaneous Taxes Payroll GenReg, eStop, Lodging Facility Tax, Rental Vehicle Tax, Gen Reg,
Description

You may use this form to register your business and create corporate income tax, small business, partnership, disregarded entity, sole proprietorship asset holding, wage withholding, mineral royalty withholding, lodging facility or rental vehicle accounts.



Gifting-Statement | Gifting Statement Reporting Alcoholic Beverages gaming, gifting
Description

You may use this form to notify the department if you intend to acquire a gift of funds from a non-institutional source. This form needs to accompany a Form 13 (Reporting Form For A Non-Institutional Loan). If you are receiving a gifting of ownership, Form 37/39 must also be submitted. Gaming forms are available on the Department of Justice's website at dojmt.gov.



HCT | Hard Cider Distributors/Brewers Tax Return Return Alcoholic Beverages liquor
Description

You may use this form to report your monthly hard cider tax liability.



HCT-2 | Hard Cider Retailer Monthly Report For Purchases from a Winery or Brewery Located Outside of Montana Reporting Alcoholic Beverages liquor
Description

You may use this form to report any hard cider purchases you've made from wineries or breweries outside Montana.



HI | Health Insurance for Uninsured Montanans Credit Individual Business Credit Pass-Through Entity
Description

You may use this form to claim your disability insurance for uninsured Montanans credit.



Hotel-or-Motel-Income-and-Expense-Reporting-Form | Hotel or Motel Income and Expense Reporting Form Property Reporting Business income and expense, reporting, motel, hotel,
Description

You may use this form to volunteer income and expense information for motel buildings. We use this information to ensure our commercial property appraisals are fair and accurate.



HUF | Hospital Facility Utilzation Fee Business Return Miscellaneous Taxes
Description

You may use this form to report and pay your intermediate care facility utilization fee.



ICFUF | Intermediate Care Facility Utilization Fee Business
Description

You may use this form to report and pay your intermediate care facility utilization fee.



INH-4 | Application for Determination of Estate Tax Individual Return estate tax
Description

You may use this form to request the department determine if you owe estate taxes in Montana.



IUFC | Infrastructure User Fee Credit Individual Business Credit Pass-Through Entity
Description

You may use this form to claim the infrastructure user fee credit.



LAPSEREQ | Lapse Request License Alcoholic Beverages liquor
Description

You may use this as a supplemental form when requesting a lapse of license for any license type.



LCT | Quarterly Common Carrier Tax Report for Distilled Spirits Served In/Over Montana Reporting Alcoholic Beverages liquor
Description

You may use this form to report distilled spirits sold aboard your airline or passenger train while in Montana.



LIQ-AUTH | Liquor Division Authorization to Disclose Tax Information License Alcoholic Beverages liquor, LIQAUTH
Description

You may use this form to let our liquor licensing specialists verify your tax information when you apply for a liquor license.



LIQINFOREQ | Alcoholic Beverage Licensing File/Information Request Reporting License Alcoholic Beverages liquor
Description

You may use this form to request information about an alcoholic beverage license file.



LVPTARP | Land Value Property Tax Assistance for Residential Property Property Individual consanguinity, 150%, 150 percent, appraised market value
Description

You may use this form to apply for property tax assistance if the department’s appraised market value of your land is more than 150 percent of the department’s appraised market value of your home and other improvements on the land.



MA | eStop Business Licenses Master Application and Online Service Tobacco Business License Alcoholic Beverages Miscellaneous Taxes tobacco, liquor, business, license
Description

You may use this form to apply for one or more business licenses through the eStop Business Licenses program.



MDLA | Domestic Distillery License License Alcoholic Beverages liquor
Description

You may use this form to apply for a domestic distillery license.



MDV | Montana Disabled Veteran (MDV) Property Tax Relief Application Property Individual disabled veteran, property tax relief
Description

You may use this form to apply for the Montana Disabled Veteran Assistance Program.



MMG | Statement of Gross Proceeds of Metal Mines Reporting Business Natural Resources metal mines, natural resources,
Description

You may use this form to report the gross proceeds of a metal producing mine.



MML | Metalliferous Mines License Tax Reporting Business Natural Resources Natural Resources
Description

You may use this form to report and pay your metalliferous mines license tax.



MMM | Micaceous Mineral Mines License Tax Reporting Business Natural Resources Natural Resources
Description

You may use this form to report and pay your micaceous mineral mines license tax.



Montana-Tax-Rates | Montana Individual Tax Rates Individual Pass-Through Entity
Description

You may use this table to find your Montana individual income tax rate.



MSA | Montana Medical Care Savings Account Individual medical, savings, account
Description

Beginning with Tax Year 2018, we have discontinued this form. The Medical Care Savings Account information is now included with your Montana Individual Income Tax Return (Form 2).



MSR | Employee Certificate of Status under the Military Spouses Residency Relief Act (MSRRA) Individual Withholding Military, Spouse, withholding, relief
Description

Discontinued: This form has been discontinued. You may now claim an exemption to withholding tax for nonresident nonresident military spouses using Montana's Employee's Withholding Allowance and Exemption Certificate (Form MW-4).



MTAB | Montana Tax Appeal Board Property Appeal Individual Business Withholding License Unclaimed Property Centrally Assessed Natural Resources Alcoholic Beverages Miscellaneous Taxes Pass-Through Entity Corporate Tax Payroll STAB, MTAB, Tax Appeal Board
Description

If you are not satisfied with the results of your County Tax Appeal Board review, or if the property is a new industrial property, you can appeal to the Montana Tax Appeal Board. Appeal forms are available on the Montana Tax Appeal Board’s website at mtab.mt.gov.



MT-R | Reciprocity Exemption from Withholding Business Withholding Payroll withholding, north dakota, reciprocity
Description

This form has been discontinued. You may now use the Montana's Employee Withholding Allowance and Exemption Certificate (Form MW-4) to request an employer not withhold Montana income taxes if you are a North Dakota resident.



Multiuse-Income-and-Expense-Reporting-Form | Multiuse Income and Expense Reporting Form Property Reporting Business report, income and expense, buildings
Description

You may use this form to volunteer income and expense information for commercial buildings other than hotels or motels. We use this information to ensure our commercial property appraisals are fair and accurate.



MW-3 | Montana Annual W-2 1099 Withholding Tax Reconciliation Business Withholding Return Payroll W-2, withholding, tax reconciliation
Description

You may use this form to reconcile all income tax you withheld and paid to us during the calendar year.



MW-4 | Montana Employee's Withholding Allowance and Exemption Certificate Individual Business Withholding Payroll W-4, Form W-4, Form MW-4, Deductions, Exemptions, Dependents
Description

A completed Form MW-4 is used by employers to determine the amount of Montana income tax to withhold from wages paid. This form allows each employee to claim allowances or an exemption to Montana wage withholding when applicable.



My-Revenue-Customer-Survey | My Revenue Customer Survey Individual Business Feedback, Survey, Customer, Help
Description

If you have a few moments, please fill out the My Revenue customer survey. Your responses will help us improve My Revenue and other services we provide.



NEXUS | Nexus Questionnaire Individual Business Pass-Through Entity Corporate Tax
Description

You may use this form to help us determine if you have a business connection to Montana for state tax purposes.



NFBT | Nursing Facility Utilization Fee Reporting Business License Miscellaneous Taxes nursing, medical, bed,
Description

You may use this form to report and pay your nursing facility utilization fee.



NOL | Montana Net Operating Loss (NOL) Individual Return Net Operating Loss, Fiduciary, Fiduciaries, Estates, Trusts,
Description

You may use this form to report net operating losses if you are an individual or fiduciary (estate or trust). Corporations can find net operating loss information on their Corporate Income Tax return (Form CIT).



NON-BTW | Nonprofit Arts Organization Beer and Table Wine License Application License Alcoholic Beverages liquor
Description

You may use this form to apply for a beer or table wine license for your nonprofit arts organization.



NONUSE-REQ | Nonuse Request/Resume Operations Instructions License Alcoholic Beverages liquor, nonuse req,
Description

You may use this form when requesting nonuse or to resume operations of a license for any license type.



OFF-PREM | Beer and Wine License Application (Retail Off-Premises Consumption) License Alcoholic Beverages liquor, off prem,
Description

You may use this form to apply for a license to sell retail beer and wine for off-premises consumption.



OSC | Oilseed Crushing and Biodiesel/Biolubricant Production Facilities Credit Individual Business Credit alternative fuel, biofuel, biodiesel, gas, credits, incentives
Description

You may use this form to figure your Oilseed Crushing and Biodiesel/Biolubricant Production Facilities Credit.



OWAP | Out-of-State Winery License Application License Alcoholic Beverages liquor
Description

You may use this form to apply for an Out-of-State Winery License Application.



PASCA | Passenger Carrier License Application License Alcoholic Beverages liquor
Description

You may use this form to apply for a passenger carrier license which allows you to serve alcohol to passengers aboard aircraft or trains in Montana.



PGR | Proof Gallon Report Reporting Alcoholic Beverages liquor
Description

You may use this form to report the total proof gallons sold nationwide.



PIRA | Purchase Incentive Rental Agreement Reporting Form Property Reporting exemption, purchase incentive rental program
Description

You may use this form to apply for a personal property tax exemption on farm machinery and construction equipment included in a purchase incentive rental program agreement.



PPRF | Personal Property Reporting Form Property Reporting Individual Business business equipment, class eight, personal property reporting
Description

If you are a new business or industrial property owner, you may use this form to report your personal property (business equipment) for the first time.



PROMO | Promotional Agreement Alcoholic Beverages liquor
Description

You may use this form to request permission to ship special items not normally maintained by our liquor warehouse.



PSR | Public Service Regulation Fee Business Return Miscellaneous Taxes regulation fee, public service
Description

You may use this form to file and pay your Public Service Regulation (PSR) taxes.



PTAP | Property Tax Assistance Program (PTAP) Application Property PTAP, Low Income Tax Assistance
Description

You may use this form to apply for the Property Tax Assistance Program (PTAP).



Publication-1 | Prepaying Income Tax Individual Business Withholding Pass-Through Entity Corporate Tax Payroll Publications and Guides
Description

The Montana income tax is a pay-as-you-go tax system, just like the federal tax system. You must pay the tax as you earn or receive income during the year. There are two ways to pay as you go, withholding and estimated tax. This publication explains when tax is withheld and when individuals, trusts, estates, C corporations or pass-through entities must pay estimated tax.



PWR | Partnership E-File Waiver Request Business Pass-Through Entity e-file, waiver request
Description

You may use this form to request a waiver from the Montana partnership e-file requirement. Montana requires any partnership with over 100 partners to use electric filing if they do not have this waiver.



QEC | Qualified Endowment Credit Individual Business Credit endowment, credit
Description

You may use this form to claim the qualified endowment credit.



Railroad-Car-Company-Annnual-Reporting-Form | Railroad Car Company Annual Reporting Form (RCC-1, RCC-2, & RCC-3) Reporting Business Centrally Assessed railroad, reporting form
Description

Annual reporting form for railroad car companies to report car miles traveled; real and personal property; and other factors we may require.



RCYL | Recycle Credit/Deduction Individual Business Credit Return Pass-Through Entity Corporate Tax Recycling, Deduction
Description

You may use this form to figure and claim your recycling credit and deduction.



RDF-CT | Application to be Considered a Research and Development Firm Business Corporate Tax research and development
Description

You may use this form to apply for research and development firm status.



Resale | Montana Business Registry Resale Certificate Business sales tax
Description

Montana does not have a general sales, use, or transaction tax. If you need to report a sales tax exemption to your vendor, you may use this form.



RESDET | Resort Determination Reporting License Alcoholic Beverages liquor
Description

You may use this form when applying for a resort determination in order to apply for a resort license.



Retail Alcoholic Beverage Competitive Bid Form | Retail Alcoholic Beverage Competitive Bid Form License Alcoholic Beverages Beer, Restaurant, Wine, All-Beverage, Auction
Description

You may use this form to submit a bid for an available All-Beverage, Beer, or Restaurant Beer and Wine License.



Return-Request | Merchandise Return Request Alcoholic Beverages liquor
Description

You may use this form to ask for permission to send products back to the liquor warehouse.



RTE | Retail Telecommunication Excise Tax Business Return Miscellaneous Taxes
Description

You may use this form to report and pay your retail telecommunications excise tax.



RW-3 | Montana Annual Mineral Royalty Withholding Tax Reconciliation Business Withholding Return Natural Resources Annual, Royalty, Mineral, Withholding, Tax, Reconciliation
Description

You may use this form to report the Forms 1099-MISC or 1042-S you've sent to mineral royalty holders. Please include all corresponding Forms 1099-MISC and 1042-S with your RW-3.



SAMPLEREQ | Samples Request Alcoholic Beverages liquor
Description

You may use this form to request liquor samples be sent to your registered representative.



SECURED | Secured Party/Security Interest Form License Alcoholic Beverages secured, owner, loan, interest, liquor control,
Description

You may use this form to add, remove, or change secured party information on your alcoholic beverage license.



SPECPERM | Special Permit Application to Sell Beer and Table Wine License Alcoholic Beverages liquor
Description

You may use this form to apply for a beer and wine permit for special events hosted by your tax-exempt organization.



SPVetFr | Montana Application for Special Permit (Veterans’/Fraternal Organizations) License Alcoholic Beverages liquor
Description

You may use this form to apply for a special permit to sell alcohol at an event hosted by your veteran's organization if it is not already licensed to sell alcohol.



Standard-Quotation-and-Specification | Standard Quotation & Specification Form Alcoholic Beverages liquor
Description

You may use this form to report the price per case and product specifications for each liquor product you intend to sell in Montana.



STFIR | Information Referral Reporting Individual Business Withholding Corporate Tax Payroll fraud, report
Description

You may use this form to report to the department if you suspect an individual or business may be engaged in tax fraud.



SUBAPP | Beer Wholesaler and Table Wine Distributor Sub-Warehouse License License Alcoholic Beverages liquor
Description

You may use this to apply for a beer wholesaler or table wine distributor sub-warehouse license and to change the location of an existing sub-warehouse license.



Substitute-Form-W9 | Request For Taxpayer Identification Number (TIN) Verification Business Withholding Payroll
Description

You may use this form to file information returns with us to get a correct name and Taxpayer Identification Number.



SURVEY | Certified Survey Affidavit Reporting Business License Alcoholic Beverages liquor
Description

You may use this form to confirm the physical location of your premises when you apply for a retail on-premises license.



TAP | TransAction Portal Property Appeal Tobacco Reporting Individual Business Withholding Credit Return License Unclaimed Property Centrally Assessed Natural Resources Alcoholic Beverages Miscellaneous Taxes Pass-Through Entity Corporate Tax Payroll Payment
Description

Montana Department of Revenue's online service for tax-related forms and information. The TransAction Portal (TAP) site provides information for individuals and businesses, as well as provides information on Unclaimed Property, Liquor, and Gambling Control.



TDD | Telecommunications Service Fee Business Return Miscellaneous Taxes telecommuncations, service fee
Description

You may use this form to file and pay your telecommunications service fee.



TEC | Telecommunications Service Exemption Certificate Reporting Business Miscellaneous Taxes Telecommunication, exemption, certificate
Description

You may use this form to certify any telecommunications services you purchase are for resale and should be exempt from the telecommunication excise tax.



TOA | Temporary Operating Authority/Temporary Gambling Authority License Alcoholic Beverages liquor
Description

You may use this form to request temporary permission to operate your premises while your final approval is still pending.



TP-101 | Other Tobacco Products and Moist Snuff Tax Return Tobacco Business Return Tobacco, product tax
Description

You may use this form to report and pay your tobacco taxes for moist snuff and other tobacco products that aren't cigarettes.



TP-103 | Tobacco Product Tax Credit for Returned Products Tobacco Business Credit tobacco, product tax, returned products
Description

You may use this form to claim a tobacco product tax credit for returned products.



Trainer-Application | State Trainer Application – Liquor Control Division Alcoholic Beverages liquor
Description

You may use this form to apply to become a state certified trainer for the responsible alcohol sales training program, Let's Control It.



UCH-2 | Report of Property Presumed Unclaimed Inventory Listing Sheet to Report Contents of Safe Deposit Boxes Reporting Business Unclaimed Property unclaimed property, safe deposit box, report
Description

You may use this form if you need to create an unclaimed property inventory or report contents of an unclaimed safe deposit box.



Underground-Storage-Tanks | Notification for Underground Storage Tanks Reporting Individual Business License storage tank, Department of Environmental Quality, DEQ
Description

You may use this form to notify the Montana Department of Environmental Quality if you have added new underground storage tanks or changed your current tanks.



VRRA | Vendor Representative Renewal Application License Alcoholic Beverages
Description

You may use this form to renew your vendor representative registration.



VT | Veterans' Program Contribution/Deduction Individual veteran, contribution, deduction
Description

You may use this form to figure and claim a deduction for you contributions to a state veterans' program, including the Veterans' Service Account and the Veterans' Cemetery Program.



WE-ELECT | Water's Edge Election Business Corporate Tax Water's Edge, Election,
Description

You must use this form to request approval before you may choose the water's edge filing method on your Montana Corporate Income Tax return.



WET | Wholesale Energy Transaction Tax Business Return Miscellaneous Taxes wholesale, energy, transaction tax
Description

You may use this form to file your wholesale energy transaction tax.



WHOLAPP | Beer Wholesaler and Table Wine Distributor License License Alcoholic Beverages liquor
Description

You may use this form to apply for a beer wholesaler license, table wine distributor license, or both.



WINAMD | Wine Amendment Application for On-Premises Beer License License Alcoholic Beverages liquor
Description

You may use this form to apply for a wine amendment for an existing on-premises beer license. The wine amendment lets you sell wine at your licensed premises.



WINSPEC | Montana Application for Special Permit to Sell Table Wine License Alcoholic Beverages liquor
Description

You may use this form to apply for a special permit to sell table wine at a special event.