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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 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)
The Alternate 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 request to purchase nonbeverage ingredients containing alcohol. Ingredients may include medicines, extracts, essence, tinctures, or other preparations containing alcohol.
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 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.
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.
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.
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 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.
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 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).
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.
You may use this form to provide an estate or trust's beneficiaries with information on their share of income, gains, losses, deductions, credits, and other items.
You may use this worksheet to figure your credit for taxes paid to another state on your estate or trust account. Use Worksheet I if you are a full-year resident only. Use Worksheet II if you were only a Montana resident for part of the year.
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 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.
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 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 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 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 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.
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.
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.
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 exempt out-of-state individuals and businesses from pass-through withholding. This form stays in effect until revoked by either the owner or department.
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 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 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.
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 figure and claim a deduction for you contributions to a state veterans' program, including the Veterans' Service Account and the Veterans' Cemetery Program.