Forms Directory

You may use this form to calculate your child and dependent care expense deduction.

You may use this form to file a Management Agreement.

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

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

You may use this form to ask to have your property classified as a townhome.

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

You may use this form to request a tax exemption for installing an approved energy system.

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.

You may use this form if your property was partially or totally destroyed by a natural disaster.

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.

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.

You may use this form to apply for agricultural classification.

You may use this form to apply for the ammunition manufacturing tax exemption.

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)

You may use this form to transfer the ownership of a pre-1977 mobile home.

You may use this form to apply for a property tax exemption or reduction when you remodel, reconstruct, or expand an existing commercial building.

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.

You may use this form to receive a tax abatement on a residential dwelling with a gray water system or a multiple dwelling project with a common gray water and potable water system, as defined in 15-24-3201, MCA.

You may use this form to apply for separate assessments for each owner on an undivided mining claim.

Property owners have to apply for the exemption by submitting the Abandoned Mobile Home Tax Exemption Application by March 1 to be considered for the current tax year.

This application is used to lease an Alcoholic Beverage License owned by a public airport, public golf course, or held by the Montana Heritage Preservation and Development Commission.

You may use this form to request we remove your name from the My Property and Montana Cadastral web applications.

You may use this form to notify the Department of Revenue, Alcoholic Beverage Control Division, before you begin to use or stop using an access control system.

You may use this form to change your address after filing your individual income tax return.

The Alternative Energy Production Credit allows individuals and businesses to claim a credit for a percentage of the costs associated with installing alternative energy production equipment.

You may use this form to claim your Alternative Fuel Credit.

You may use this form to apply for the agricultural processing facilities exemption.

You may use this form to apply for an all-beverage license to use at an airport.

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.

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

You may use this form as a written objection to the first notice of changes to your tax status, such as a Notice of Assessment.

You may use this form to ask our Office of Dispute Resolution to examine a decision made by our Business and Income Tax Division.

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.

You may use this form to request approval to order bulk spirits used to manufacture your final product.

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

You may use this form to register a representative to promote your product in Montana.

You may use this form to calculate your Biodiesel Blending and Storage Credit.

You may use this form to add a catering endorsement to a license.

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

You may use this form to attest beers with more than 8.75% alcohol by volume meet the requirements needed for beer distribution.

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

Brewers may use this form to figure your monthly beer tax liability.

You may use this form to report how much beer you've purchased from breweries outside Montana for resale.

You may use this form to apply for a brewery storage depot license.

You may use this form to report beer shipments into Montana from your out-of-state brewery.

You may use this form to apply for special property tax status as a new or expanding industry.

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)

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

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.

You may use this form to appeal the notice of determination made by the Department of Revenue’s Business and Income Taxes Division.

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)

You may use this form to ask notify local law enforcement when you are preparing to serve alcohol at a catered event.

You may use this form to report catered events.

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

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

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

You may use this form to register a project after you are awarded a contract or bid. You have 10 days to register.

You may use this form to calculate, file, and pay the 1% contractor's gross receipts tax or transfer the tax to a subcontractor. You have 30 days to file the return.

You may use this form to request a refund of the following personal property taxes and motor vehicle fees you used as a contractor—County Option Tax, Light Vehicle Registration Fee, Permanent Light Vehicle Registration Fee and Truck Flat Fee in Lieu of Tax.

This guide will help you complete your Contract Registration (Form CGR-1), Withholding Payment (CGR-2), and Application for Refund (Form CGR-3) forms for the Contractor's 1% Gross Receipts Tax.

You may use this form to file your cement and gypsum producers quarterly return.

You may use this form to file your Montana corporate income taxes. This form replaced the Montana Corporation License Tax Return (Form CLT-4) in 2014.

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.

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.

Beginning with Tax Year 2019, the the Montana S Corporation Information and Composite Tax Return (Form CLT-4S) is no longer available. S Corporations will use the Montana Pass-Through Entity Tax Return (PTE) to file their annual returns.

Beginning with Tax Year 2019, the the Montana S Corporation Information and Composite Tax Return (Form CLT-4S) is no longer available.

You may use this form to order cigarette tax decals.

A licensee with a loan from a regulated lender must submit to the department all mandatory disclosures and related documentation within 30 days of a payment on the loan by a coborrower, guarantor or pledgor. A licensee who is a coborrower or guarantor of a non-licensee’s loan from a regulated lender must submit Form 45 to the department with all mandatory disclosures and related documentation within 30 days of making a payment on the loan.

You may use this form to apply for approval on your concession agreement.

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.

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.

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

You may use this form to request a credit on items you ordered but did not receive during a sale month.

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

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

You may use this form to order cigarette tax stamps.

You may use this form to request an insignia refund.

You may use this form to reconcile your cigarette taxes.

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

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).

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.

You may use this form to make corporate income tax payments.

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

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

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

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

You may use this form to file a disregarded entity tax return if you are not a Montana resident.

You may use this form to make tax payments for a disregarded entity.

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

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.

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

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

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

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

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.

You may use this form to claim your geothermal system credit.

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

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

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

You may use this form to calculate interest on underpaid estimated taxes.

This guide contains information on using eStop Business Licenses.

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

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).

You may use this form to register with the state to make ACH Credit Payments.

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

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

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

You may use this form to file a Montana income tax return for an estate or trust.

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.

The Montana Schedule K-1 for the FID-3 is no longer available as a stand-alone form. It is now only available with the Montana Income Tax Return for Estates and Trusts (Form FID-3)

The Montana Estate and Trust Worksheets I and II are no longer available as standalone forms. These worksheets are now only available as part of the Montana Income Tax Return for Estates and Trusts (Form FID-3) Instruction Booklet.

You may use this form to make payments on your estate, trust or other fiduciary account.

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

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

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.

You may use this form to file your Montana individual income tax return. This is the long form.

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.

Beginning in Tax Year 2018, we have discontinued the Montana Individual Income Tax Return (Form 2EZ).

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).

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.

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

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

You may use this schedule to figure your Montana itemized deductions.

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.

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

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.

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.

You may use this worksheet to determine if you owe Montana state taxes from your federal tax refund.

You may use this worksheet to determine if you may exclude part of your capital gains from your individual income taxes.

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

You may use this worksheet to figure if you owe taxes on previously claimed losses you've now recovered.

You may use this worksheet to figure your standard deduction.

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

You may use this worksheet to figure any interest you may have from underpaying estimated taxes.

You may use this worksheet to determine if you owe taxes on your social security benefits.

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

You may use this form to report certain changes to your alcoholic beverage license.

You must file this form when you transfer real property.

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

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.

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

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

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.

You may use this form to calculate garnishments for wage levies.

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.

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.

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

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

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

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.

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

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

You may use this form in place of a tax or information return if you have no activity in Montana.

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

You may use this form to make payments on your individual income taxes.

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

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

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

You may use this form to report and pay your Lodging Facilities Sales and Use Tax.

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

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

You may use this form to report the number of livestock owned.

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.

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

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

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

You may use this form to make payments on your Medical Marijuana Provider taxes

You may use this form to file and pay your Medical Marijuana Providers tax.

You may use this form to figure your mobile home park resident's association exclusion.

You may use this form to apply for the certification needed for the mineral and coal exploration incentive credit.

You may use this form to claim the mineral and coal exploration credit.

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

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

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

You may use this form to report the net proceeds from a mine.

You may use this form to report the net proceeds of a talc producing mine.

You may use this form to report the net proceeds of a vermiculite mine.

You may use this form to report the net proceeds for a garnet mine.

You may use this form to report net proceeds for a limestone mine.

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).

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).

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.

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.

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.

You may use this form to make Montana withholding tax payments.

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

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.

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.

You may use this form to request a reimbursement on submitted unclaimed property.

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

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

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).

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

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

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

You may use this form to file your quarterly oil and gas natural production tax return.

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

You may use this form to pay your Montana Partnership Income tax.

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.

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

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.

You may use this form to let us discuss your tax information with your representative.

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.

The Montana Partnership Information and Composite Tax Return (Form PR-1) has been discontinued beginning in Tax Year 2019. Partnerships will use the Montana Pass-Through Entity Tax Return (PTE) to file their annual returns.

Beginning with Tax Year 2019, the Montana Partnership Information and Composite Tax Return (Form PR-1) is no longer avaialble.

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

Any person, firm, corporation, partnership, association, or other group who wants Real or Personal Property qualified as tax exempt must submit an application to the Department of Revenue.

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

You may use this form to exempt out-of-state individuals and businesses from pass-through withholding. This form stays in effect until revoked by either the owner or department.

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

S corporations and partnerships use the Montana Pass-Through Entity Tax Return to file their annual returns.

This booklet addresses most pass-through tax filing situations. If you have a tax situation not represented in this booklet, see Title 15 of the Montana Code Annotated.

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.

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.

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

You may use this form to apply for classification as a qualified data center.

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

Railroad Car Reporting Codes for Montana to be used on RCC-2 and RCC-3.

You may use this form to file the time and speed studies for your private railroad car company.

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

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

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.

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

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

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

You may use this form to file and pay your resource indemnity trust tax for all minerals except coal, garnet, talc and vermiculite.

You may use this form to file and pay your resource indemnity trust tax for garnet, quicklime, talc, and vermiculite production.

You may use this form to file and pay your resource indemnity trust tax if you produce less than $250,000 in gross value and do not file the Metalliferous Mines License Tax return.

You may use this form to file and pay your coal producers tax.

Notice: The Increasing Research and Development Activities credit has expired.

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

You may use this form to request copies of your tax information.

You may use this form to file and pay your rental vehicle sales and use tax.

You may use this form to pay you quarterly income tax withholding.

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.

You may use this form to apply for a sacramental wine license.

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

You may use this form to pay your small business corporation income tax.

You may use this form to calculate each partner or shareholder's share of income, loss, deductions, or credits for a small business or partnership.

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

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

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

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

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.

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

You may use this form to register as a liquor product promoter.

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

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.

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

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

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

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

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

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

You may use this form when changing the location of your alcohol manufacturing or wholesaler facility.

You may use this form to report unclaimed property to the department.

You may use this from with your Unclaimed Property Holder Report if you have multiple holders included on the report.

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

You may use this form to make unclaimed property holder payments.

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.

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

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

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.

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.

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

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

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.

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

You may use this form to figure your wine tax liability for wine sold directly to consumers or retailers.

You may use this form to report how much wine you have purchased from wineries outside Montana.

You may use the Withholding Tax Guide with Tax Tables to help you with wage withholding.

You may use this form to report the amount of wine you sold to distributors in Montana.