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New For The 2008 Filing Season!

 

You now have the option to view and manage your tax returns and financial activity for the last two filing periods. All you have to do is register your account. Registration is required when using the Form 2.

Video Tutorials are available to view for all forms.

Helpful Information Before You File

Form 2EZ - 2008 Montana Individual Income Tax - Short Form

Try the Form 2EZ Demo

You may be able to use the Form 2EZ if you answer yes to all of the following:

  • I was a Montana resident for all of 2008.
  • I am filing as a single person or as a married person filing a joint tax return.
  • My spouse and I were under 65 and not blind at the end of 2008.
  • I am claiming no dependents.
  • My only income is from wages, interest, dividends, or unemployment.
  • I am claiming the standard deduction rather than itemizing deductions.
  • The only tax credit I may be claiming is the Homeowner Income Tax Credit for Property Taxes.

Form 2M - 2008 Montana Individual Income - Intermediate Form

Try the Form 2M Demo

To use Form 2M, you should be able to answer yes to all of the following:

  • I was a Montana resident for all of 2008.
  • I am filing as a single person, head of household, or as a married person filing a joint tax return.
  • My only income is from wages, interest, dividends, capital gains, IRA distributions, pensions, annuities, unemployment, social security benefits or refunds.
  • The only tax credit that I may be claiming is one (or more) of the following:
    • Adoption Credit
    • Elderly Homeowner/Renter Credit (Form 2EC)
    • College Contribution Credit (Form CC)
    • Energy Conservation Credit (Form ENRG-C)
    • Elderly Care Credit (Form ECC)
    • Developmental Disability Account Contribution
    • Alternative Energy Systems Credit (Form ENRG-B)
    • Homeowner Income Tax Credit for Property Taxes

Form 2EC - 2008 Montana Elderly Homeowner/Renter Credit Tax Form

Try the Form 2EC Demo

The Montana elderly homeowner/renter credit is a property tax relief program that provides you with a refundable credit if you are age 62 or older, have resided in Montana for at least nine months during the year, occupied a Montana residence for at least six months during the year, and your gross household income is less than $45,000.

Form 2 - 2008 Montana Individual Income Tax - Long Form (You will have to register to use this form)

You may be able to use the Form 2 if you answer yes to any of the following:

  • I was a resident of Montana for only part of 2008.
  • I am a nonresident of Montana with Montana source income
  • I am married, filing a separate Montana income tax return
  • My income includes income from a business or profession, farm or ranch, rents, royalties, partnerships, S corporation or trust.
  • My tax year ended on a date other than December 31, 2008.
  • I am claiming the tax withheld from my Montana mineral royalty payments.