Montana Income Taxes and MT State Tax Forms

Prepare and e-file your 2023 year Montana state tax return - resident, nonresident, or part-year resident returns - with your IRS return via eFile.com.

  • State return only regulations*): Per IRS and Montana state tax agency regulation - not eFile.com - you can NOT just prepare and e-file a state return (with the exception of California) without also e-filing the IRS return on the same platform. If you have filed your federal return already, you can prepare a Montana state return on eFile.com and then download, print, and sign the return before you mail it in. See instructions on ONLY preparing and mailing in a Montana and/or other state tax returns.
  • File your IRS and MT return online on eFile.com so you do not have to worry about mailing anything.

MT Income Tax Help and Resources

Function
Description
Montana State Income Tax Rate: 5.9%
Estimate your MT Income Taxes now
Compare other state income tax rates.
Prepare only a MT state return without an IRS return.
See step by step instructions on how to only prepare and download - not eFile - state returns on eFile.com.
Where Is Your Montana Tax Refund Money?
Step 1: Sign into your eFile.com account and check acceptance by the tax agency.
Step 2: Check your Montana tax refund status.
Where Is Your IRS Refund?
Step 1: Sign into your eFile.com account and check acceptance by the IRS.
Step 2: Check your IRS tax refund status.
Montana Income Tax Extension
Montana Income Tax Amendment
How to Correct a Rejected Tax Return
If your MT tax return was rejected by the MT Tax Agency - not eFile.com - see instructions on how to correct a rejected Montana tax return.
How to Pay Income Taxes
Montana IRS Late Filing, Tax Payment Penalties

1. Late Filing Penalty: There is a failure-to-file penalty of $50 minimum (or 5% of the outstanding tax per month you do not pay your total taxes owed). The maximum is up to 25% of the taxes owed due.

2. Late Payment Penalty: There is a failure-to-pay penalty of 0.5% per month if you do not pay 100% of your total taxes owed. The maximum is 12% of your total taxes due.

3. IRS Penalties: Calculate and estimate your potential IRS income tax return penalties.
MT Tax Return Mailing Addresses
Find various Montana mailing addresses for tax returns, tax amendments, and tax payments.
Montana Income Tax Brackets
Montana Income Tax Forms
View or download MT income tax forms by Year.
Montana Unemployment Benefits
Unemployment benefits are not subject to income taxes in Montana.
Montana Marriage Penalty

Start Federal and Montana Tax Returns

e-File These Montana State Tax Forms

Prepare and e-file these state forms for 2023 tax year in conjunction with your federal and state income tax return. As you proceed through the tax interview on efile.com, the application will select the correct state forms for you. You can also select tax forms individually. All these forms will then be e-filed by you to the state tax agency. See instructions on how to only prepare a state income tax return.

Description
Status
AMD - Montana Individual Income Tax Amended Return Reconciliation Worksheet
Form-IT - Montana Individual Income Tax Payment Voucher
MW-4 - Montana Employee's Withholding allowance And Exemption Certificate
Form 2 - Montana Individual Income Tax Return
Form AFCR - Alternative Fuel Credit
Form ECC - Elderly Care Credit
Form ENRG-C - Energy Conservation Installation Credit
Form ETM - Enrolled Tribal Member Exempt Income Certification/Return

* Due to IRS and state tax agency data sharing and validation requirements, you can only e-file a state income tax return while also e-filing a federal income tax return. This is not an eFile.com created policy, but a federally regulated one which all online tax filing websites have to adhere to. You can, however, prepare all 44 state income tax returns on eFile.com if you have already e-filed or filed your IRS return. View instructions on how you can ONLY prepare and file state income tax return(s). Only on eFile.com can you prepare and file or e-file unlimited state tax returns for one low price and not pay for each state return like you would do on H&R Block® vs. TurboTax®. Dare to compare now.

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