Form List: Business & Income Tax Division

Site Logo

/download/80901/ NEW E-File Mandate: Corporations are required to electronically file for all tax periods beginning after December 31, 2022 (SB 24). Corporations must use an approved corporate income tax software provider to . Corporate Income Tax Return (Form CIT)

Underpayment of Estimated Tax by a Corporation (Form CIT-UT)

Montana Department of Revenue | May 1, 2024

/download/83005/ 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 . Underpayment of Estimated Tax by a Corporation (Form CIT-UT)

Intermediate Care Facility Utilization Fee (Form ICFUF)

Montana Department of Revenue | May 1, 2024

/download/94005/ You may use this form to report and pay your intermediate care facility utilization fee. Download the Intermediate Care Facility Utilization Fee (Form ICFUF)

Request for Informal Review for Centrally Assessed Companies (Form CAB-8)

Montana Department of Revenue | April 15, 2024

/download/93534/ 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. Download the Request for . Request for Informal Review for Centrally Assessed Companies (Form CAB-8)

Montana Employer and Information Agent Guide

Montana Department of Revenue | April 3, 2024

/download/93971/ Employers and information agents can use this guide to prepare their Montana Forms MW-3, W-2, and 1099. The guide includes information about Montana filing requirements and instructions for filing . Montana Employer and Information Agent Guide

Insignias Refund Application (Form CT-203)

Montana Department of Revenue | March 29, 2024

/download/122498/ You may use this form to request a refund for cigarette tax insignias attached to packages than cannot be sold. Download the Insignias Refund Application (Form CT-203)

Request for Copies of Tax Information (Form RTI)

Montana Department of Revenue | March 21, 2024

/download/93531/ You may use this form to request copies of your tax information. Before we are able to provide tax information, we will need to verify your signature. Please include . Request for Copies of Tax Information (Form RTI)

Jobs Growth Incentive Credit

Montana Department of Revenue | February 2, 2024

/download/83208/ This form is for eligible employers to claim the Jobs Growth Incentive Credit on their tax return. In order to claim this credit, you must apply with the Montana . Jobs Growth Incentive Credit

Underpayment of Estimated Tax by Individuals, Estates, and Trusts (Form EST-I)

Montana Department of Revenue | January 19, 2024

/download/82954/ You may use this form to calculate interest on underpaid estimated taxes. Download the Underpayment of Estimated Tax by Individuals, Estates, and Trusts

Loan-Out Withholding Certificate (Form LOWCERT)

Montana Department of Revenue | January 18, 2024

/download/85268/ Use this form to report the withholding amount paid by a production company on behalf of your employer. YearDownload 2023 Loan-Out Withholding Certificate (Form LOWCERT)

Montana Publication 4 – Pass-Through Entity Tax Guide

Montana Department of Revenue | January 11, 2024

/download/111669/ The Montana Department of Revenue has updated guidance for the newly enacted pass-through entity tax that is effective as of Tax Year 2023. The Pass-Through Entity Tax Guide provides . Montana Publication 4 – Pass-Through Entity Tax Guide

Montana Withholding Tax Payment Voucher (Form MW-1)

Montana Department of Revenue | January 9, 2024

/download/83120/ You may use this form to make Montana withholding tax payments. You can pay your withholding tax liability with your paper voucher or by using our TransAction Portal (TAP) . Montana Withholding Tax Payment Voucher (Form MW-1)

Montana Pass-Through Entity Tax Return (Form PTE)

Montana Department of Revenue | January 5, 2024

/download/83047/ S corporations and partnerships use the Montana Pass-Through Entity Tax Return to file their annual returns. YearDownload 2023 Montana Pass-Through Entity Tax Return (Form PTE) 2022 Montana Pass-Through Entity . Montana Pass-Through Entity Tax Return (Form PTE)

Montana Form PTE Instructions Booklet

Montana Department of Revenue | January 4, 2024

/download/83053/ 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. YearDownload 2023 . Montana Form PTE Instructions Booklet

Montana Department of Revenue Business Registration (Form GenReg)

Montana Department of Revenue | January 2, 2024

/download/94012/ 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 . Montana Department of Revenue Business Registration (Form GenReg)

Trades Education and Training Credit (Form TETC)

Montana Department of Revenue | December 27, 2023

/download/83212/ This for is used to claim the Trades Education and Training Tax Credit. You must include this form with your tax return when claiming the credit. YearDownload 2023 Trades . Trades Education and Training Credit (Form TETC)

Veterans’ Program Contribution and Deduction (Form VT)

Montana Department of Revenue | December 27, 2023

/download/83017/ 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. . Veterans’ Program Contribution and Deduction (Form VT)

Montana First-Time Home Buyer Savings Account (Form FTB)

Montana Department of Revenue | December 27, 2023

/download/83110/ A resident who establishes a first-time home buyer savings account to pay eligible costs for the purchase of their first single-family residence is allowed to exclude contributions of up . Montana First-Time Home Buyer Savings Account (Form FTB)

Montana Farm and Ranch Risk Management Account (Form FRM)

Montana Department of Revenue | December 26, 2023

/download/82995/ An individual or a family farm corporation that has an eligible agricultural business may establish a Montana farm and ranch risk management trust account. Deposits made into this account . Montana Farm and Ranch Risk Management Account (Form FRM)

MEDIA Credit Claim

Montana Department of Revenue | December 22, 2023

/download/82934/ Form MEDIA-CLAIM lets you report the media credits you claim against your income tax liability and calculate any carryover amounts. Download the MEDIA Credit Claim

Montana Income Tax Return for Estates and Trusts (Form FID-3)

Montana Department of Revenue | December 22, 2023

/download/82975/ You may use this form to file a Montana income tax return for an estate or trust. YearDownload 2023 Montana Income Tax Return for Estates and Trusts (Form FID-3) . Montana Income Tax Return for Estates and Trusts (Form FID-3)

Montana Individual Income Tax Payment Voucher (Form IT)

Montana Department of Revenue | December 21, 2023

/download/82951/ You may use this form to make payments on your individual income taxes. You may also pay your individual income taxes using the TransAction Portal (TAP). Available in our . Montana Individual Income Tax Payment Voucher (Form IT)

Montana Individual Income Tax Return (Form 2)

Montana Department of Revenue | December 21, 2023

Waiting for Your Refund? Check the status of your refund with the "Where's My Refund?" tool in our TransAction Portal (TAP). Filing Online is Faster and Safer If you would . Montana Individual Income Tax Return (Form 2)

Montana Annual W-2 1099 Withholding Tax Reconciliation (Form MW-3)

Montana Department of Revenue | November 28, 2023

/download/83123/ You may use this form to reconcile all income tax you withheld and paid to us during the calendar year. Download the Montana Annual W-2 1099 Withholding Tax Reconciliation . Montana Annual W-2 1099 Withholding Tax Reconciliation (Form MW-3)

Montana Form WE-ELECT Instructions

Montana Department of Revenue | December 7, 2022

/download/83773/ Use these instructions to file a Water's Edge Election using our TransAction Portal (TAP). These instructions address the needs of most tax filers. If you have a tax situation . Montana Form WE-ELECT Instructions