Montana Tax Filing

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Filing Your Montana Taxes

It is tax season! Whether you’re an old hand at taxes or brand new, taxes can be intimidating and exhausting to think about. But there is help. Here you will find answers, forms and more that will make your paperwork easier, faster and less stressful. The information below will help you determine your residency status, find the correct forms and give you other information you’ll want to get started.

Montana income tax returns for 2016 are due Tuesday, April 18.

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Montana Tax Forms

Determine Your Resident Status so You File the Right Forms

What form you need to fill out and file in Montana is based on your legal residency, or where your permanent, official “home address” was during 2016. Montana categorizes its residents four ways: full-time Montana residents, part-year, Montana residents who worked in another state, and nonresidents who worked in Montana or sold real estate or property located in Montana.

Montana Residents

Anyone whose permanent, official address was in Montana al year is a Montana resident. You remain a Montana resident until you declare a permanent, legal home address in another state which means that even if you leave temporarily you maintain your resident status in Montana if your intention is to return. Residents whose federal gross income (not including unemployment benefits) exceeded the amount permitted on page three of the 2016 Montana Form 2 Instructions are required to file a Montana resident tax return. Montana residents can use either Form 2, Form 2M, or Form 2EZ. Check out the 2016 Montana Form 2 Instructions to figure out which return you need (download above). You’ll also need Schedule III if you itemize your tax deductions.

Part-Year Montana Residents

If you moved to or from Montana during the tax year and you intended on establishing permanent residency in Montana, you are considered a part-year resident. If you made income from Montana sources and your federal gross income (not including unemployment benefits) exceeded the permitted amount for your filing status (see page 5 on the Form 2 instructions), you are required to file a part-year return.

To file a part-year resident return, file Form 2. For more help when filling out this tax return, please see the 2016 Montana Form 2 Instructions, which you can download above.

Montana Residents – Work in Another State

Montana residents who worked out of state, will be taxed on any income earned in the other state(s). To avoid dual taxation, you can apply for a credit from Montana on any income taxed by another state. File Form 2, Schedule VI to apply for this credit. For more help, please see the 2016 Montana Form 2 Instructions, which you can download above.

Nonresident – But Worked or Sold Property in Montana

You are a nonresident of Montana if you did not make your permanent home here at all in the last tax year, although you may have temporarily lived or worked in Montana. If you earned income from Montana sources and your federal gross income (not including unemployment benefits) exceeds the amount permitted for your filing status are required to file a Montana nonresident state tax return.

Proceeds or income you gained from the sale of real estate or other real property in the state of Montana are considered income earned in Montana.

Montana nonresidents file Form 2. For more help, please see the instructions for the 2016 Montana Form 2, which you can download above. You can find the filing status chart there as well.