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Previous Year Downloadable Forms - 2009 and Older

For personal assistance, please call our customer call center toll free at 866-859-2254 (in Helena 444-6900). The most commonly used Montana forms, worksheets and instructions are available here for you to download.

This page contains links to Corporate, Individual Income Tax and Pass Through Entity forms for the year 2008 and before.

Most forms are in Adobe Acrobat PDF format. You will need Adobe Reader to view and print these forms. If you do not already have Adobe Reader installed on your computer, you may download the software for free.

Please note we do not have any forms posted on this site that are generated through our computer system by customer identification numbers. For example, we are unable to post business forms, such as forms used to report withholding taxes.

Instructions on using the fill-in and self-calculation forms

Request a hard copy form be mailed to you Be sure to add the name of the form you need and your mailing address.

For previous years tax forms, click here:

Corporation Tax Forms: C-Corporations - 2009, 2008, 2007, 2006, 2005, 2004, 2003, 2002, 2001, 2000, 1999, 1998, 1997, 1996, 1995, 1994, 1993, 1992, 1991, 1990

2009 Instruction Booklet
- CLT-4 - Corporation License Tax Booklet - 2009
2009 Montana Corporate License Tax Forms
- CLT-4 - Corporation License Tax Return
- CLT-4-UT - Underpayment of 2009 Estimated Tax By Corporation
- Corporation License Tax Payment Form
2009 Montana Corporate Tax Supplemental Forms and Instructions
- AEPC - Alternative Energy Production Credit
- AFCR - Alternative Fuel Credit
- BBSC - Biodiesel Blending and Storage Credit
- CC - College Contribution Credit
- DCAC - Dependent Care Assistance Credits
- ESL - Extension of Statute of Limitations
- ENRG-A - Geothermal System Credit
- FPC - Film Production Credit
- FPC-AF - Film Production Credit Application Fee
- FPC-PP - Film Production Credit - Submission of Costs—End of Principal Photography
- FPC-RD - Residency Declaration
- HI - Health Insurance for Uninsured Montanans Credit
- MHPE - Mobile Home Park Exclusion
- MINE-CERT - Application and Affidavit for Certification and Approval of Mineral and Coal Exploration Incentive Credits
- MINE-CRED - Mineral and Coal Exploration Incentive Credit
- OSC - Oil Seed Crushing and Biodiesel/Biolubricant Production Facilities Credit
- QEC - Qualified Endowment Credit
- RCYL - Recycling Credit/Deduction
- RDF-CT - Application to be Considered a Research and Development Firm
- RSCH - Increase Research and Development Activities Credit
- Schedule K-Combined- Apportionment Factors for Combined Filers
- TELC - 2008 Temporary Emergency Lodging Credit

2008 Instruction Booklet
- CLT-4 - Corporation License Tax Booklet - 2008
2008 Montana Corporate License Tax Forms
- CLT-4 - Corporation License Tax Return
- CLT-4-UT- Underpayment of 2008 Estimated Tax By Corporation
- Corporation License Tax Payment Form
2008 Montana Corporate Tax Supplemental Forms and Instructions
- AEPC - Alternative Energy Production Credit
- AFCR - Alternative Fuel Credit
- BBSC - Biodiesel Blending and Storage Credit
- CC - College Contribution Credit
- DCAC - Dependent Care Assistance Credits
- ESL - Extension of Statute of Limitations
- ENRG-A - Geothermal System Credit
- FPC- Film Production Credit
- FPC-AF- Film Production Credit Application Fee
- FPC-RD- Residency Declaration
- FPC-PP- Film Production Credit - Submission of Costs—End of Principal Photography
- HI - Health Insurance for Uninsured Montanans Credit
- MINE-CERT- Application and Affidavit for Certification and Approval of Mineral and Coal Exploration Incentive Credits
- OSC- Oil Seed Crushing and Biodiesel/Biolubricant Production Facilities Credit
- QEC - Qualified Endowment Credit
- RCYL - Recycling Credit/Deduction
- RDF-CT- Application to be Considered a Research and Development Firm
- RSCH - Increase Research and Development Activities Credit
- Schedule K-Combined- Apportionment Factors for Combined Filers
- TELC - 2008 Temporary Emergency Lodging Credit
2007 Forms
- AEPC - Alternative Energy Production Credit
  - AEPC - fill-in form - Alternative Energy Production Credit
- AFCR - Alternative Fuel Credit
  - AFCR - fill-in form - Alternative Fuel Credit
- BBSC - Biodiesel Blending and Storage Credit
  - BBSC - fill-in form - Biodiesel Blending and Storage Credit
- CC - College Contribution Credit
  - CC - fill-in form - College Contribution Credit
- CLT-4 - Corporation License Tax Booklet
  - CLT-4 - fill-in form - Corporation License Tax Return
- CLT-4-UT- Underpayment of 2007 Estimated Tax By Corporation
  - CLT-4-UT- fill-in form - Underpayment of 2007 Estimated Tax By Corporation
- Corporate License Tax Payment Form
- DCAC - Dependent Care Assistance Credits
  - DCAC - fill-in form - Dependent Care Assistance Credits
- ENRG-A - Geothermal System Credit
  - ENRG-A - fill-in form - Geothermal System Credit
- ESL - Extension of Statute of Limitations
- FPC - Film Production Credit
  - FPC - fill-in form - Film Production Credit
- FPC-AF- Film Production Credit Application Fee
- FPC-RD- Residency Declaration
  - FPC-RD- fill-in form - Residency Declaration
- FPC-PP- Film Production Credit
  - FPC-PP- Fill-in form - Film Production Credit
- HI- Health Insurance for Uninsured Montanans Credit
  - HI - fill-in form- Health Insurance for Uninsured Montanans Credit
- K-COMB- Schedule K-COMB- pdf format
- K-COMB- Schedule K-COMB - Excel format
- MINE-CERT- Application and Affidavit for Certification and Approval of Mineral and Coal Exploration Incentive Credits
  - MINE-CERT - fill-in- Application and Affidavit for Certification and Approval of Mineral and Coal Exploration Incentive Credits
- OSC - Oil Seed Crushing and Biodiesel/Biolubricant Production Facilities Credit
  - OSC - fill-in- Oil Seed Crushing and Biodiesel/Biolubricant Production Facilities Credit
- QEC - Qualified Endowment Credit
  - QEC - fill-in- Qualified Endowment Credit
- RCYL - Recycling Credit/Deduction
  - RCYL - fill-in- Recycling Credit/Deduction
- RDF-CT - Application to be Considered a Research and Development Firm
  - RDF-CT - fill-in - Application to be Considered a Research and Development Firm
- RSCH - Increase Research and Development Activities Credit
  - RSCH - fill-in- Increase Research and Development Activities Credit
- WE- Waters Edge Schedule
  - WE - fill-in- Waters Edge Schedule
2006 Forms
- AEPC - Alternative Energy Production Credit
- AFCR - Alternative Fuel Credit
- BBSC -Biodiesel Blending and Storage Tank Credit
- CC- College Contribution Credit
- CLT-4 - Corporation License Tax Booklet
- CLT-4 - Fill-in form - Corporate License Tax
- CLT-4-UT- Underpayment of Estimated Tax By Corporations
- CT - Corporate License Tax Payment Form
- DCAC - Dependant Care Assistance Credits
- FPC- Film Production Credit
- HI- Health Insurance For Uninsured Montanans Credit
- K-COMB- Schedule K-COMB
  - Downloadable Template
- MINE-CERT- Application and Affidavit for Certification and Approval of Mineral Exploration Incentive Credits
- OSC - Oil Seed Crushing Facility Credit
- QEC - Qualified Endowment Credit
- RCYL- Recycling Credit/Deduction
- RDF-CT - Application to be Considered a Research and Development Firm
- RSCH - Credit for Increasing Research and Development Activities
- WE-Schedule- Water's Edge Schedule
2005 Forms
- 2005 Corporation License Tax Booklet
- 2005 Corporation License Tax Payment Form
- AEPC - Alternative Energy Production Credit
- AFCR - Alternative Fuel Credit
- BBSC -Biodiesel Blending and Storage Tank Credit
- CLT-4 - Corporation License Tax Return
- CLT-4-UT- Underpayment of Estimated Tax By Corporations
- DCAC - Dependant Care Assistance Credits
- FPC - Film Production Credit
- HI- Health Insurance For Uninsured Montanans Credit
- MINE-CERT- Application and Affidavit for Certification and Approval of Mineral Exploration Incentive Credits
- OSC - Oil Seed Crushing Facility Credit
- RCYL - Recycling Credit/Deduction
- RDF-CT - Application to be Considered a Research and Development Firm
- RSCH - Credit for Increasing Research and Development Activities
- QEC - Qualified Endowment Credit
- WE - Water's Edge Schedule
2004 Forms
- AEPC - Alternative Energy Production Credit
- CC- College Contribution Credit
- CLT-4 Booklet - Montana Corporation License Tax Booklet with forms
- CLT-4 Fill-in Form - Montana Corporation License Tax Return
- Schedules K and C - Apportionment Factors for Multistate Taxpayers and
  Credits
- CLT-4-UT- Underpayment of Estimated Tax By Corporations
- CT Coupon- Corporation License Tax Payment Form
- DCAC- Dependant Care Assistance Credit
- HI - Health Insurance For Uninsured Montanans Credit
- MINE-CERT- Application and Affidavit for Certification and Approval of Mineral Exploration Incentive Credits
- RCYL - Recycling Credit/Deduction
- RDF-CT- Application to be Considered a Research and Development Firm
- RSCH - Credit for Increasing Research and Development Activities
- QEC - Qualified Endowment Credit
- Schedule M - Affiliated Entities
- WE - Water's Edge Schedule
2003 Forms
- 2003 Package X - Contains fivesix parts which include Individual Income Tax, Pass Through Entity, and Corporation License Tax forms and instructions:
  - Part 1
  - Part 2
  - Part 3
  - Part 4
  - Part 5
- AEPC - Alternative Energy Production Credit
- CC - College Contribution Credit
- CLT-4 Booklet- Montana Corporation License Tax Booklet
- CLT-4-UT- Underpayment of Estimated Tax By Corporations
- CLT-4X has been eliminated. To amend a return for 2003, fill out a CLT-4 for 2003 and write "AMENDED" across the top of the form. Attach a statement with the reason for amending. A sample statementis provided here for your use, or you can use a similar statement.
- DCAC - Dependant Care Assistance Credit
- HI - Disability Insurance For Uninsured Montanans Credit
- MINE-CERT- Application and Affidavit for Certification and Approval of Mineral Exploration Incentive Credits
- RCYL - Recycling Credit/Deduction
- RDF-CT- Application to be Considered a Research and Development Firm
- RSCH - Credit for Increasing Research and Development Activities
- QEC - Qualified Endowment Credit
- QEC-One Life- Life Expectancy Table Based on 90 CM
- QEC-Two Lives- Life Expectancy Table Based on 90 CM
2002 Forms
- AEPC - Alternative Energy Production Credit
- CC-CT- College Contribution Credit
- CLT-4 - 2002 Corporation License Tax Return
- CLT-4 Booklet- Montana Corporation License Tax Booklet
- CLT-4-UT- Underpayment of Estimated Tax By Corporations
- CLT-4X has been eliminated. To amend a return for 2002, fill out a CLT-4 for 2002 and write "AMENDED" across the top of the form. Attach a statement with the reason for amending. A sample statementis provided here for your use, or you can use a similar statement.
- DCAC - Dependant Care Assistance Credit
- HI - Disability Insurance For Uninsured Montanans Credit
- MINE-CERT- Application and Affidavit for Certification and Approval of Mineral Exploration Incentive Credits
- Package X Part IV- Corporation License Tax Booklet
- QEC- Qualified Endowment Credit
- RCYL-CT- Recycling Credit/Deduction
- RDF-CT- Application to be Considered a Research and Development Firm
- RSCH - Credit for Increasing Research and Development Activities
2001 Forms
- CC-CT- College Contribution Credit
- CLT-4 Booklet- Montana Corporation License Tax Return and Instruction Booklet
- CLT-4-UT- Underpayment of Estimated Tax by Corporations
- CLT-4X has been eliminated. To amend a return for 2001, fill out a CLT-4 for 2001 and write "AMENDED" across the top of the form. Attach a statement with the reason for amending. A sample statementis provided here for your use, or you can use a similar statement.
- DCAC - Dependent Care Assistance Credit
- DIPC-CT- Disability Insurance for Uninsured Montanans Credit
- MINE-CERT- Application and Affidavit for Certification and Approval of Mineral Exploration Incentive Credits
- MW-1-CT- Wind Energy Producers Credit
- RCYL-CT- Recycling Credit/Deduction
- RDF-CT- Application to be Considered a Research and Development Firm
- RSCH - Credit for Increasing Research and Development Activities
2000 Forms
- CLT4 Montana Corporation License Tax Return and Instructions
- CLT-4X has been eliminated. To amend a return for 2000, fill out a CLT-4 for 2000 and write "AMENDED" across the top of the form. Attach a statement with the reason for amending. A sample statementis provided here for your use, or you can use a similar statement.
1999 Forms
- CLT4 Montana Corporation License Tax Return
- CLT-4X has been eliminated. To amend a return for 1999, fill out a CLT-4 for 1999 and write "AMENDED" across the top of the form. Attach a statement with the reason for amending. A sample statementis provided here for your use, or you can use a similar statement.
1998 Forms
- CLT4 Montana Corporation License Tax Return
- CLT-4X has been eliminated. To amend a return for 1998, fill out a CLT-4 for 1998 and write "AMENDED" across the top of the form. Attach a statement with the reason for amending. A sample statementis provided here for your use, or you can use a similar statement.
1997 Forms
- CLT4 Montana Corporation License Tax Return
- CLT-4X has been eliminated. To amend a return for 1997, fill out a CLT-4 for 1997 and write "AMENDED" across the top of the form. Attach a statement with the reason for amending. A sample statementis provided here for your use, or you can use a similar statement.
1996 Forms
- CLT4 Montana Corporation License Tax Return
- CLT-4X has been eliminated. To amend a return for 1996, fill out a CLT-4 for 1996 write "AMENDED" across the top of the form. Attach a statement with the reason for amending. A sample statementis provided here for your use, or you can use a similar statement.
1995 Forms
- CLT4 Montana Corporation License Tax Return
- CLT-4X has been eliminated. To amend a return for 1995, fill out a CLT-4 for 1995 write "AMENDED" across the top of the form. Attach a statement with the reason for amending. A sample statementis provided here for your use, or you can use a similar statement.
1994 Forms
- CLT4 Montana Corporation License Tax Return
- CLT-4X has been eliminated. To amend a return for 1994, fill out a CLT-4 for 1994 write "AMENDED" across the top of the form. Attach a statement with the reason for amending. A sample statementis provided here for your use, or you can use a similar statement.
1993 Forms
- CLT4 Montana Corporation License Tax Return
- CLT-4X has been eliminated. To amend a return for 1993, fill out a CLT-4 for 1993 write "AMENDED" across the top of the form. Attach a statement with the reason for amending. A sample statementis provided here for your use, or you can use a similar statement.
1992 Forms
- CLT4 Montana Corporation License Tax Return
- CLT-4X has been eliminated. To amend a return for 1992, fill out a CLT-4 for 1992 write "AMENDED" across the top of the form. Attach a statement with the reason for amending. A sample statementis provided here for your use, or you can use a similar statement.
1991 Forms
- CLT4 Montana Corporation License Tax Return
- CLT-4X has been eliminated. To amend a return for 1991, fill out a CLT-4 for 1991 write "AMENDED" across the top of the form. Attach a statement with the reason for amending. A sample statementis provided here for your use, or you can use a similar statement.
1990 Forms
- CLT4Montana Corporation License Tax Return
- CLT-4X has been eliminated. To amend a return for 1990, fill out a CLT-4 for 1990 write "AMENDED" across the top of the form. Attach a statement with the reason for amending. A sample statementis provided here for your use, or you can use a similar statement.

Estates and Trusts (Fiduciary) Income Tax Forms - 2009

2009 Estate and Trusts
- 2009 Fiduciary Booklet - Income Tax Booklet For Estates or Trusts
- FID-3 - Income Tax Return for Estates and Trusts
  - Self-calculating form
- Schedule K-1 for FID-3
- Fiduciary (Estate or Trust) Tax Payment Form
2009 Montana Estate and Trusts (Fiduciary) Supplemental Forms and Instructions
- EST-I - Underpayment of Estimated Tax by Individuals and Fiduciaries
- ESW-FID - 2010 Montana Fidicuary Estimated Income Tax Worksheet
- EXT-FID - Extension Payment Worksheet
Revisions to 2009 Montana Income Tax Return for Estates and Trusts

Individual Income Tax Forms - 2009, 2008, 2007, 2006, 2005, 2004, 2003, 2002, 2001, 2000, 1999, 1998, 1997, 1996, 1995, 1994, 1993

Self Calculation Forms - We encourage you to use the self-calculation forms provided below. Self-calculation forms are designed to perform the math computations for you, using the numbers that you enter onto the form. Your accuracy in entering the numbers has a direct impact on the results of the math computations. Self-calculation forms are not programmed to detect when tax information is entered incorrectly. That means the forms cannot notify you that a potential error has been made. For this reason, we recommend that you double-check your entries, as well as the results of all math computations, before filing your forms. Instructions on using the fill-in and self calculation forms.

2009 Individual Income Tax
- Individual Income Tax Payment Form
  Use this form for current year, estimated tax, extension, or amended return payments.
- 2009 Individual Income Tax Rates
- 2010 Individual Income Tax Rates
2009 Instruction Booklets
- 2009 Montana Individual Income Tax Form 2EZ Booklet (short form
- 2009 Montana Individual Income Tax Form 2M Booklet (intermediate form) - Revised 2-17-10
- 2009 Montana Individual Income Tax Form 2 Booklet (long form) - Revised 2-17-10
2009 Montana Individual Income Tax Forms
2 Schedules 1-8
2 Worksheets
2009 Montana Individual Income Tax Supplemental Forms and Instructions
- 2101 - W-2 Withholding Declaration
- 2441-M - Child and Dependent Care Expense Deduction
- AEPC - Alternative Energy Production Credit
- AFCR - Alternative Fuel Credit
- AMD - Montana Individual Income Tax Amended Return Reconciliation
- BBSC - Biodiesel Blending and Storage Credit
- CC - College Contribution Credit
- DCAC - Dependent Care Assistance Credits
- DS-1 - Disability Income Exemption
- ECC - Elderly Care Credit
- ENRG-A - Geothermal System Credit
- ENRG-B - Alternative Energy System Credit
- ENRG-C - Energy Conservation Installation Credit
- ESA - 2010 Annualization Worksheet
- ESL - Extension of Statute of Limitations
- EST-I - Underpayment of Estimated Tax by Individuals and Fiduciaries
- ESW - 2010 Montana Individual Estimated Income Tax Worksheet
- ESW-FID - 2010 Montana Fidicuary Estimated Income Tax Worksheet
- EXT-09 - Extension Payment Worksheet
- EXT-FID - Extension Payment Worksheet
- FPC - Film Production Credit
- FRM - Farm and Ranch Risk Management Account
- FTB - First Time Home Buyer Savings Account
- FTB-P - First Time Home Buyers Savings Account - Penalty Calculation
- HI - Health Insurance for Uninsured Montanans Credit
- IND - Tribal Member Certification
- IUFC - Infrastructure Users Fee Credit
- MHPE - Mobile Home Park Exclusion
- MSA - Montana Medical Care Savings Account
- MSA-P - Medical Care Savings Account - Penalty Calculation
- NOL - Montana Net Operating Loss Updated April 15, 2010
- NOL-Pre-99 - Net Operating Loss Worksheet
- NR-1 - North Dakota Reciprocal Affidavit
- NR-2 - Employee Certificate of North Dakota Residence
- OSC - Oil Seed Crushing and Biodiesel/Biolubricant Production Facilities Credit
- QEC - Qualified Endowment Credit
- RCYL - Recycling Credit/Deduction
- RSCH - Increase Research and Development Activities Credit
- Schedule K-1 for FID-3
- TELC - Temporary Emergency Lodging Credit
- VT - Veterans’ Program Contribution and Deduction

2008 Individual Income Tax Rates
2008 Instruction Booklets
- 2008 Montana Individual Income Tax Form 2EZ Booklet(short form)
- 2008 Montana Individual Income Tax Form 2M Booklet(intermediate form)
- 2008 Montana Individual Income Tax Form 2 Booklet(long form)
- 2008 Fiduciary Booklet- Income Tax Booklet For Estates or Trusts
2008 Montana Individual Income Tax Forms
- Income Tax Payment Form
- 2EC- Montana Elderly Homeowner/Renter Credit
  - 2EC - Self-calculating form
- 2EZ Montana Individual Income Tax Return - short form
  - 2EZ - Self-calculating form
- 2M Montana Individual Income Tax Return - intermediate
  - 2M - Self-calculating form
  - Please note: Schedule II instructions revised 3/09: Corrections to the instructions for line 30 were made on 03/20/09. Details
- 2M - worksheets
  - 2M - worksheets Self-calculating form
    - Itemized Deduction Worksheet (VI) was significantly revised 1/20/09 Details
    - Qualified Mortgage Insurance Premiums Worksheet was revised 1/20/09 Details
- 2 - Montana Individual Income Tax Return - long Form
  - 2 - Self-calculating form
- 2 Schedules 1-8
  - Schedule I - Montana Additions to Federal Adjusted Gross Income
    - Self-calculating form
  - Schedule II- Montana Subtractions to Federal Adjusted Gross Income
    - Self-calculating form
    - Please note: Schedule II instructions revised 3/09: Corrections to the instructions for Schedule II, line 12 were made on 03/20/09. Details
  - Schedule III- Montana Itemized Deductions
    - Self-calculating form
  - Schedule IV- Nonresident/Part-year Resident Tax
    - Self-calculating form
  - Schedule V - Montana Tax Credits
    - Self-calculating form
  - Schedule VI an VII- Credit for Income Tax Liability Paid to Another State or Country
    - Self-calculating form
  - Schedule VIII- Reporting of Special Transactions
- 2 Worksheets
  - Worksheet II- Tax Benefit Rule for federal Income Tax Refund
  - Worksheet III and IV- Qualified Capital Gain Exclusion and Partial Pension and Annuity Income Exclusion
  - Worksheet V, VI, and QMIP- Standard Deduction, Itemized Deduction Worksheet, and Qualified Mortgage Insurance Premium Deduction Worksheet
    - Self-calculating worksheet
      - Itemized Deduction Worksheet (VI) was significantly revised 1/20/09 Details
      - Qualified Mortgage Insurance Premiums Worksheet was revised 1/20/09 Details
  - Worksheet VII- Calculation of Interest on Underpayment of Estimated Taxes
  - Worksheet VIII- Taxable Social Security Benefits
  - Worksheet IX- Tax Benefit Rule for Recoveries of Itemized Deductions
2008 Montana Individual Income Tax Supplemental Forms and Instructions
- 2101 - W-2 Withholding Declaration
- 2441-M - Child and Dependent Care Expense Deduction
- AEPC - Alternative Energy Production Credit
- AFCR- Alternative Fuel Credit
- AMD - Montana Individual Income Tax Amended Return Reconciliation
- BBSC - Biodiesel Blending and Storage Credit
- CC- College Contribution Credit
- DCAC- Dependent Care Assistance Credits
- DS-1 - Disability Income Exemption
- ECC - Elderly Care Credit
- ENRG-A - Geothermal System Credit
- ENRG-B - Alternative Energy System Credit
- ENRG-C - Energy Conservation Installation Credit
- ESA- 2008 Annualization Worksheet
- ESL- Extension of Statute of Limitations
- EST-I - Underpayment of Estimated Tax by Individuals and Fiduciaries
- ESW - 2009 Montana Individual Estimated Income Tax Worksheet
- ESW-FID- 2009 Montana Fiduciary Estimated Income Tax Worksheet
- EXT-08- Extension Payment Worksheet
- EXT-FID- Extension Payment Worksheet
- FID-3 - Montana Income Tax Return for Estates and Trusts
- Fiduciary (Estate or Trust) Tax Payment Form
- FPC - Film Production Credit
- FPC-AF- Film Production Credit Application Fee
- FPC-RD- Residency Declaration
- FPC-PP- Film Production Credit - Submission of Costs—End of Principal Photography
- FRM - Farm and Ranch Risk Management Account
- FTB - First Time Home Buyer Savings Account
- FTB-P - First Time Home Buyers Savings Account - Penalty Calculation
- HI - Health Insurance for Uninsured Montanans Credit
- IND - Indian Certification
- MSA - Montana Medical Care Savings Account
- MSA-P - Medical Care Savings Account - Penalty Calculation
- NOL - Montana Net Operating Loss
- NOL-Pre-99- Net Operating Loss Worksheet
- NR-1 - North Dakota Reciprocal Affidavit
- NR-2 - Employee Certificate of North Dakota Residence
- OSC - Oil Seed Crushing and Biodiesel/Biolubricant Production Facilities Credit
- QEC - Qualified Endowment Credit
- RCYL - Recycling Credit/Deduction
- RSCH - Increase Research and Development Activities Credit
- TELC - 2008 Temporary Emergency Lodging Credit
- VT - Veterans’ Program Contribution and Deduction
2007 Booklets
- 2007 Montana Individual Income Tax Form 2EZ Booklet(short form)
- 2007 Montana Individual Income Tax Form 2M Booklet(intermediate form)
- 2007 Montana Individual Income Tax Form 2 Booklet(long form)
- 2007 Fiduciary Booklet- Income Tax Booklet For Estates or Trusts
- 2007 Individual Income Tax Rates
2007 Forms
- 2EC - Montana Elderly Homeowner/Renter Credit
- 2EZ- Montana Individual Income Tax Return - short form
- 2M - Montana Individual Income Tax Return - intermediate
- 2 - Montana Individual Income Tax Return - long form
  - 2 - fill-in form
  - 2 - self-calculating form
  - 2 - Schedules 1 through 8
    - Schedule I- Montana Additions to Federal Adjusted Gross Income
      - fill-in form
      - self-calculating form
    - Schedule II- Montana Subtractions from Federal Adjusted Gross Income
      - fill-in form
      - self-calculating form
    - Schedule III- Montana Itemized Deductions - Please note: Taxpayers may deduct BOTH the federal income tax deductions and the general state and local sales tax, if applicable.
      - fill-in form
      - self-calculating form
    - Schedule IV- Non-resident/Part-year Resident Tax
      - fill-in form
      - self-calculating form
    - Schedule V - Montana Tax Credits
      - fill-in form
      - self-calculating form
    - Schedule VI- Full-year resident only. Credit for an Income Tax Liability Paid to Another State or Country
      - fill-in form
      - self-calculating form
    - Schedule VII- Part-year resident only. Credit for an Income Tax Liability Paid to Another State or Country
      - fill-in form
      - self-calculating form
    - Schedule VIII- Reporting of Special Transactions
      - fill-in form
  - 2 Worksheets
    - Worksheet I - IRA Deduction: No longer applicable after tax year 2006
    - Worksheet II - self-calculating form- Tax Benefit Rule for Federal Income Tax Refund
    - Worksheet III - self-calculating form- Qualified Capital Gain Exclusion
    - Worksheet IV - self-calculating form- Partial Pension and Annuity Income Exemption
    - Worksheet V - self-calculating form- Standard Deduction
    - Worksheet VI - self-calculating form- Itemized Deduction
    - Worksheet VII - self-calculating form- Calculation of Interest on Underpayment of Estimated Taxes - Short Method
    - Worksheet VIII - self-calculating form- Taxable Social Security Benefits for Form 2
    - Worksheet IX - fill-in form- Tax Benefit Rule for Recoveries of Itemized Deductions
- 2101 - W-2 Withholding Declaration
  - 2101 - fill-in form - W-2 Withholding Declaration
- 2441-M - Child and Dependent Care Expense Deduction
  - 2441-M - fill-in form - Child and Dependent Care Expense Deduction
- PTC - Montana Homeowner Income Tax Credit for Property Taxes
  - PTC - fill-in form - Montana Homeowner Income Tax Credit for Property Taxes
- AEPC - Alternative Energy Production Credit
  - AEPC - fill-in form - Alternative Energy Production Credit
- AFCR - Alternative Fuel Credit
  - AFCR - fill-in form - Alternative Fuel Credit
- AMD - Montana Individual Income Tax Amended Return Reconciliation
  - AMD - fill-in form - Montana Individual Income Tax Amended Return Reconciliation
- BBSC - Biodiesel Blending and Storage Credit
  - BBSC - fill-in form - Biodiesel Blending and Storage Credit
- CC - College Contribution Credit
  - CC - fill-in form - College Contribution Credit
- DCAC - Dependent Care Assistance Credits
  - DCAC - fill-in form - Dependent Care Assistance Credits
- DS-1 - Disability Income Exemption
  - DS-1 - fill-in form - Disability Income Exemption
- ECC - Elderly Care Credit
  - ECC - fill-in form - Elderly Care Credit
- ENRG-A - Geothermal System Credit
  - ENRG-A - fill-in form- Geothermal System Credit
- ENRG-B - Alternative Energy System Credit
  - ENRG-B - fill-in form - Alternative Energy System Credit
- ENRG-C - Energy Conservation Installation Credit
  - ENRG-C - fill-in form - Energy Conservation Installation Credit
- ESA - 2008 Annualization Worksheet
- EST-I- Underpayment of Estimated Tax by Individuals and Fiduciaries
  - EST-I - fill-in form - Underpayment of Estimated Tax by Individuals and Fiduciaries
- ESW - 2008 Montana Individual Estimated Income Tax Worksheet
  - ESW- 2008 Montana Individual Estimated Income Tax Worksheet
- EXT-07- Extension Payment Worksheet
  - EXT-07- fill-in form - Extension Payment Worksheet
- FID-3 - fill-in form - Montana Income Tax Return for Estates and Trusts
- Fiduciary (Estate or Trust) Tax Payment Form
- FPC - Film Production Credit
  - FPC - fill-in form - Film Production Credit
- FPC-AF- Film Production Credit Application Fee
- FPC-RD- Residency Declaration
  - FPC-RD- fill-in form - Residency Declaration
- FPC-PP- Film Production Credit
  - FPC-PP- fill-in form - Film Production Credit
- FRM - Farm and Ranch Risk Management Account
  - FRM - fill-in form - Farm and Ranch Risk Management Account
- FTB - First Time Home Buyer Savings Account
  - FTB- fill-in form - First Time Home Buyer Savings Account
- FTB-P - First Time Home Buyers Savings Account - Penalty Calculation
  - FTB-P - fill-in form - First Time Home Buyers Savings Account - Penalty Calculation
- HI - Health Insurance for Uninsured Montanans Credit
  - HI- fill-in form - Health Insurance for Uninsured Montanans Credit
- Income Tax Payment Form
- IND- Indian Certification
  - IND - fill-in form - Indian Certification
- MSA - Montana Medical Care Savings Account
  - MSA - fill-in form - Montana Medical Care Savings Account
- MSA-P - Medical Care Savings Account - Penalty Calculation
  - MSA-P - fill-in form - Medical Care Savings Account - Penalty Calculation
- NOL - Montana Net Operating Loss
  - NOL - fill-in form - Montana Net Operating Loss
- NOL-Pre-99- Net Operating Loss Worksheet
  - NOL-Pre-99- fill-in form - Net Operating Loss Worksheet
- NR-1 - North Dakota Reciprocal Affidavit
  - NR-1 - fill-in form - North Dakota Reciprocal Affidavit
- NR-2 - Employee Certificate of North Dakota Residence
  - NR-2- fill-in form - Employee Certificate of North Dakota Residence
- OSC - Oil Seed Crushing and Biodiesel/Biolubricant Production Facilities Credit
  - OSC - fill-in form - Oil Seed Crushing and Biodiesel/Biolubricant Production Facilities Credit
- PTC - Montana Homeowner Income Tax Credit for Property Taxes
  - PTC - fill-in form - Montana Homeowner Income Tax Credit for Property Taxes
- QEC - Qualified Endowment Credit
  - QEC - fill-in form - Qualified Endowment Credit
- RCYL - Recycling Credit/Deduction
  - RCYL - fill-in form - Recycling Credit/Deduction
- RSCH - Increase Research and Development Activities Credit
  - RSCH - fill-in form - Increase Research and Development Activities Credit
- VT - Veterans’ Program Contribution and Deduction
  - VT - fill-in form- Veterans’ Program Contribution and Deduction
2006 Forms
- 2006 Montana Individual Income Tax Forms and Instructions
  - Please note: Worksheet II was significantly revised 2/07: Corrections to Worksheet I, line 6 were made on 02/6/07. More information
  - Please note: Worksheet VI was revised 3/07: Corrections to Worksheet VI, lines 6 & 7 were made on 03/16/07.
- 2006 Individual Income Tax Rates
- 2006 Fiduciary Tax Booklet FID-3 Form Only
- Form 2EZ - 2006 Montana Individual Income Tax Return (Short Form)
  - Fill-in form
  - Self Calculation Form
- Form 2 - 2006 Montana Individual Income Tax Return (Long Form)
  - Fill-in form
  - Self Calculation Form
- Form 2 - Schedules 1 through 8
  - Schedule 1 - Montana Additions to Federal Adjusted Gross Income
    - Fill-in form
    - Self Calculation form
  - Schedule 2 - Montana Subtractions from Federal Adjusted Gross Income
    - Fill-in form
    - Self Calculation form
  - Schedule 3 - Montana Itemized Deductions
    - Fill-in form
    - Self Calculation form
  - Schedule 4 - Non-resident/Part-year Resident Tax
    - Fill-in form
    - Self Calculation form
  - Schedule 5 - Montana Tax Credits
    - Fill-in form
    - Self Calculation form
  - Schedule 6 - Full-year resident only. Credit for an Income Tax Liability Paid to Another State or Country
    - Fill-in form
    - Self Calculation form
  - Schedule 7 - Part-year resident only. Credit for an Income Tax Liability Paid to Another State or Country
    - Fill-in form
    - Self Calculation form
  - Schedule 8 - Reporting of Special Transactions
    - Fill-in form
- Form 2EC - 2006 Montana Elderly Homeowner/Renter Credit
  - Fill-in form
  - Self Calculation form
- Form 2M - 2006 Montana Individual Income Tax Return
  - Fill-in form
  - Self Calculation form
- 2101 - W-2 Withholding Declaration
- 2441-M - Child and Dependant Care Expense Deduction
- AEPC - Alternative Energy Production Credit
- AFCR - Alternative Fuel Credit
- AMD - Amended Return Reconciliation
- BBSC -Biodiesel Blending and Storage Tank Credit
- CC - College Contribution Credit
- DCAC - Dependant Care Assistance Credits
- DS-1 - Disability Income Exemptions
- ECC - Elderly Care Credit
- ENRG-A - Geothermal System Credit
- ENRG-B - Alternative Energy System Credit
- ENRG-C - Energy Conservation Installations Credit
- ESA- 2006 Annualization Worksheet
- EST-I- Underpayment of Estimated Tax by Individuals and Fiduciaries
- ESW- 2006 Montana Individual Estimated Income Tax Worksheet
- EXT - Extension and Payment Form
- FID - Estates and Trusts Payment Form
- FPC - Film Production Credit
- FPC-PP- Film Production Credit-Submission of Costs-End of Principal Photography
- FPC-RD- Residency Declaration
- FRM - Farm and Ranch Risk Management Account
- FTB - First-Time Home Buyer Savings Account
- FTB-P - First-Time Home Buyer Savings Account - Penalty Calculation
- HI - Health Insurance For Uninsured Montanans Credit
- IND- Indian Certification
- IT - Payment Form for Individual Income Tax
- MSA - Medical Care Savings Account
- MSA- P - Medical Care Savings Account - Penalty Calculation
- NOL - Net Operating Loss Form and Instructions
- NOL -Pre-99- Net Operating Loss Worksheet
- NR-1 - North Dakota Reciprocal Affidavit
- NR-2 - Employee Certificate of North Dakota Residence
- OSC- Oil Seed Crushing Facility Credit
- QEC - Qualified Endowment Credit
- RCYL - Recycling Credit/Deduction
- REQ - Request for Individual Tax Forms
- RSCH - Credit for Increasing Research and Development Activities
- VT- Veteran's Program Contribution and Deduction
- W - Worksheets for Individual Income Tax Forms
  - Worksheet I - IRA Deduction - Self Calculation Form
  - Worksheet II - Revised 2/07 - Tax Benefit Rule for Federal Income Tax Refund - Self Calculation Form
  - Worksheet III and IV- Qualified Capital Gain Exclusion and Worksheet 4 - Partial Pension and Annuity Income Exemption - Self Calculation Form
  - Worksheet V - Standard Deduction and Worksheet VI - Revised 3/07- Itemized Deduction Worksheet - Self Calculation Form
  - Worksheet VII - Calculation of Interest on Underpayment of Estimated Taxes - Short method - Self Calculation Form
  - Worksheet VIII -Social Security Benefits - Self Calculation Form
  - Worksheet IX - Tax Benefit Rule for Recoveries of Itemized Deductions - Fill-in form
2005 Individual Income Tax Forms
- 2005 Fiduciary Tax Booklet
- 2005 Individual Income Tax Rates
- 2005 Individual Income Tax Booklet Note: Correction to Schedule VII, line 1 and 3, 11-27-05 and Correction to the instructions of the 2EC, 12-27-2005
- 2005 Individual Income Tax Payment Form
- 2 - 2005 Individual Income Tax Return
  - Self Calculation Form
- 2A Schedules 1 through 8
  - Schedule 1 - Montana Additions to Federal Adjusted Gross Income
    - Self Calculation Form
  - Schedule 2 - Montana Subtractions from Federal Adjusted Gross Income
    - Self Calculation Form
  - Schedule 3 - Montana Itemized Deductions
    - Self Calculation Form
  - Schedule 4 - Non-resident/Part-year Resident Tax
    - Self Calculation Form
  - Schedule 5 - Montana Tax Credits
    - Self Calculation Form
  - Schedule 6 - Full-year resident only. Credit for an Income Tax Liability Paid to Another State or Country.
    - Self Calculation Form
  - Schedule 7 - Part-year resident only. Credit for an Income Tax Liability Paid to Another State or Country.
    - Self Calculation Form
  - Schedule 8 - Reporting of Special Transactions
- 2 S Short Form - 2005 Individual Income Tax Return - Short Form
  - Self Calculation Form
- 2EC - Elderly Homeowner/Renter Credit
  - Self Calculation Form
- 2101 - W-2 Withholding Declaration
- 2441-M Child and Dependant Care Expense Deduction
- AEPC - Alternative Energy Production Credit
- AFCR - Alternative Fuel Credit
- AMD - Amended Return Reconciliation
- BBSC -Biodiesel Blending and Storage Tank Credit
- CC - College Contribution Credit
- DCAC - Dependant Care Assistance Credits
- DS-1 - Disability Income Exemptions
- ECC - Elderly Care Credit
- ENRG-A - Geothermal System Credit
- ENRG-B- Alternative Energy System Credit
- ENRG-C- Energy Conservation Installations Credit
- ESA - 2006 Annualization Worksheet
- EST-I - Underpayment of Estimated Tax by Individuals and Fiduciaries
- ESW- 2006 Montana Individual Estimated Income Tax Worksheet
- EXT - Extension and Payment Form
- FPC - Film Production Credit
- FID - Fiduciary Payment Form
- FRM - Farm and Ranch Risk Management Account
- FTB- First-Time Home Buyer Savings Account
- FTB-P - First-Time Home Buyer Savings Account - Penalty Calculation
- HI - Health Insurance For Uninsured Montanans Credit
- IND - Indian Certification
- MSA- Medical Care Savings Account
- MSA- P - Medical Care Savings Account - Penalty Calculation
- NOL - Net Operating Loss Form and Instructions
- NOL -Pre-99- Net Operating Loss Worksheet
- NR-1 - North Dakota Reciprocal Affidavit
- NR-2 - Employee Certificate of North Dakota Residence
- OSC- Oil Seed Crushing Facility Credit
- QEC - Qualified Endowment Credit
- RCYL - Recycling Credit/Deduction
- REQ - Request for Individual Income Tax Forms
- RSCH - Credit for Increasing Research and Development Activities
- VT - Veteran's Program Contribution and Deduction
- W - Worksheets for Individual Income Tax Forms
  - Worksheet 2 - Tax Benefit Rule for Federal Income Tax Refund
    - Self Calculation Form
  - Worksheet 3 - Qualified Capital Gain Exclusion and Worksheet 4 - Partial Pension and Annuity Income Exemption
    - Self Calculation Form
  - Worksheet 5 - Standard Deduction and Worksheet 6 - Itemized Deduction Worksheet
    - Self Calculation Form
  - Worksheet 7 - Calculation of Interest on Underpayment of Estimated Taxes - Short method
    - Self Calculation Form
  - Worksheet 8 -Social Security Benefits
    - Self Calculation Form
  - Worksheet 9 - Tax Benefit Rule for Recoveries of Itemized Deductions
2004 Forms
- 2004 Individual Income Tax Rates
- 2004 Long Booklet- 2004 Individual Income Tax Booklet
- 2- 2004 Individual Income Tax Return
  - Self Calculation Form
- 2A (page 1)
  - Self Calculation Form
- 2A (page 2) (Schedule III and IV)
  - Self Calculation Form
- 2A (page 3) (Schedule V and VI)
  - Self Calculation Form
- 2EC - Elderly Homeowner/Renter Credit
  - Self Calculation Form
- 2S Short Form) - 2004 Individual Income Tax Return - Short Form
  - Self Calculation Form
- 2101 - W-2 Withholding Declaration
- 2441-M - Child and Dependent Care Expense Deduction
- AEPC - Alternative Energy Production Credit
- AFCR - Alternative Fuel Credit
- AMD - Amended Return Reconciliation
- CC - College Contribution Credit
- DCAC - Dependent Care Assistance Credit
- DS-1 - Disability Income Exclusion Calculation
- ECC - Elderly Care Credit
- ENRG-B - Alternative Energy Systems Credit
- ENRG-C - Energy Conservation Installations Credit
- ESA - Annualization Worksheet
- EST-I- Underpayment of Estimated Tax by Individuals and Fiduciaries
- ESW- 2005 Montana Individual Estimated Income Tax Worksheet
- EXT - Extension Payment Worksheet
- FID - Fiduciary Payment Form
- FID 3 - Montana Income Tax Return for Estates and Trusts
- FRM - Farm and Ranch Risk Management Account
- FTB - First-Time Home Buyer Savings Account
- FTB-P - First-Time Home Buyer Savings Account - Penalty Calculation
- HI - Health Insurance for Uninsured Montanans Credit
- IND - Indian Certification
- MSA- Medical Care Savings Account
- MSA-P - Medical Care Savings Account - Penalty Calculation
- NOL - Net Operating Loss Form
- NOL - Net Operating Loss Instructions
- NOL- Pre99 - Net Operating Loss Form from 1998 and Prior Years
- NR-1 - North Dakota Reciprocal Affidavit
- NR-2 - Employee Certificate of North Dakota Residence
- Payment- Individual Income Tax Payment Form
- QEC - Qualified Endowment Credit
- RCYL - Recycling Credit/Deduction
- RSCH- Credit for Increasing Research and Development Activities
- VT- Veteran's Program Contribution and Deduction
- W -2004 Individual Income Tax Worksheets 1, 2 & 3
  - Self Calculation Form
- 2004 Individual Income Tax Worksheets 4 & 5
  - Self Calculation Form
- 2004 Individual Income Tax Worksheets 6 & 7
  - Self Calculation Form
- 2004 Individual Income Tax Worksheets 8
  - Self Calculation Form
2003 Forms
- 2003 Long Booklet- 2003 Individual Income Tax Booklet
- 2003 Package X - Contains six parts which include Individual Income Tax, Pass Through Entity, and Corporation License Tax forms and instructions:
  - Part 1
  - Part 2
  - Part 3
  - Part 4
  - Part 5
- 2 - 2003 Individual Income Tax Return
  - Self Calculation Form
- 2A (page 1)
  - Self Calculation Form
- 2A (page 2)
  - Self Calculation Form
- 2A (page 3)
  - Self Calculation Form
- 2EC- Elderly Homeowner/Renter Credit
  - Self Calculation Form
- 2S (Short Form) - 2003 Individual Income Tax Return - Short Form
  - Self Calculation Form
- 2101 - W-2 Withholding Declaration
- 2441-M - Child and Dependent Care Expense Deduction
- AEPC - Alternative Energy Production Credit
- AFCR - Alternative Fuel Credit
- AMD - Amended Return Reconciliation
- CC - College Contribution Credit
- DCAC - Dependent Care Assistance Credit
- DER-1 - Montana Disregarded Entity Information Return
- DS-1 - Disability Income Exclusion Calculation
- ECC - Elderly Care Credit
- ENRG-B - Alternative Energy Systems Credit
- ENRG-C - Energy Conservation Installations Credit
- ESA (page 1) - Annualization Worksheet
- ESA (page 2) - Annualization Worksheet
- EST-P- Underpayment of Estimated Tax by Individuals and Fiduciaries
- ESW - 2004 Montana Individual Estimated Income Tax Worksheet
- FID-3 - Fiduciary Income Tax Return
- FID-3 (instructions) - Montana Fiduciary Tax Instructions
- FRM - Farm and Ranch Risk Management Account
- FTB- First-Time Home Buyer Savings Account
- FTB-P - First-Time Home Buyer Savings Account - Penalty Calculation
- HI - Health Insurance for Uninsured Montanans Credit
- IND- Indian Certification
- MSA - Medical Care Savings Account
- MSA-P - Medical Care Savings Account - Penalty Calculation
- NOL - Net Operating Loss Worksheet for 1998 and prior years
- NOL-99- Net Operating Loss Worksheet
- NR-1 - North Dakota Reciprocal Affidavit
- NR-2- Employee Certificate of North Dakota Residence
- QEC - Qualified Endowment Credit
- QEC-One Life- Life Expectancy Table Based on 90 CM
- QEC-Two Lives- Life Expectancy Table Based on 90 CM
- RCYL - Recycling Credit/Deduction
- RIC - Recapture of Investment Credit
- RSCH - Credit for Increasing Research and Development Activities
- W - 2003 Individual Income Tax Worksheets 1, 2 &3
  - Self Calculation Form
- W - 2003 Individual Income Tax Worksheets 4 & 5
  - Self Calculation Form
- W- 2003 Individual Income Tax Worksheets 6 & 7
  - Self Calculation Form
- W - 2003 Individual Income Tax Worksheet 8
  - Self Calculation Form
2002 Forms
- 2002 Long Booklet- 2002 Individual Income Tax Booklet
- 2002 Package X Part I - Individual Income Tax Booklet Forms and Instructions
- 2002 Package X Part II- Miscellaneous Income Tax Forms and Credits
- 2 - 2002 Individual Income Tax Return
  - Self Calculation Form
- 2A (page 1)
  - Self Calculation Form
- 2A (page 2)
  - Self Calculation Form
- 2A (page 3)
  - Self Calculation Form
- 2EC - Elderly Homeowner/Renter Credit
  - Self Calculation Form
- 2S (Short Form) - Individual Income Tax Return - Short Form
  - Self Calculation Form
- 2101 - W-2 Withholding Declaration
- 2441-M - Child and Dependent Care Expense Deduction
- AEPC - Alternative Energy Production Credit
- AFCR - Alternative Fuel Credit
- AMD - Amended Return Reconciliation
- CC - College Contribution Credit
- DCAC - Dependent Care Assistance Credit
- DS-1- Disability Income Exclusion Calculation
- ECC - Elderly Care Credit
- ENRG-B - Alternative Energy Systems Credit
- ENRG-C - Energy Conservation Installations Credit
- ESA (page 1) - Annualization Worksheet
- ESA (page 2) - Standard Deduction Worksheet
- EST-P - Underpayment of Estimated Tax by Individuals and Fiduciaries
- FID-3 - Fiduciary Income Tax Return
- FID-3(instructions) - Montana Fiduciary Tax Instructions
- FRM - Farm and Ranch Risk Management Account
- FTB - First-Time Home Buyer Savings Account
- FTB-P- First-Time Home Buyer Savings Account - Penalty Calculation
- HI - Disability Insurance for Uninsured Montanans Credit
- IND - Indian Certification
- MSA- Medical Care Savings Account
- MSA-P - Medical Care Savings Account - Penalty Calculation
- NOL- Net Operating Loss Worksheet for 1998 and prior years
- NOL-99 - Net Operating Loss Worksheet
- NR-1 - North Dakota Reciprocal Affidavit
- NR-2 - Employee Certificate of North Dakota Residence
- QEC - Qualified Endowment Credit
- RCYL - Recycling Credit/Deduction
- RIC - Recapture of Investment Credit
- RSCH- Credit for Increasing Research and Development Activities
- W - 2002 Individual Income Tax Worksheets 1, 2 &3
  - Self Calculation Form
- W - 2002 Individual Income Tax Worksheets 4 & 5
  - Self Calculation Form
- W - 2002 Individual Income Tax Worksheets 6 & 7
  - Self Calculation Form
- W - 2002 Individual Income Tax Worksheet 8
  - Self Calculation Form
2001 Forms
- 2001 Long Booklet- 2001 Individual Income Tax Return and Instructions
- 2 - 2001 Individual Income Tax Return
- 2A (Page 1) - Itemized Deductions, Schedule I
- 2A (Page 2) - Tax Credits and Nonresident/Part Year Resident Schedules III and IV
- 2A (Page 3)- Other State Credit and Investment Credit Schedules
- 2EC - Elderly Homeowner/Renter Credit
- 2S (Short Form) - 2001 Individual Income Tax Return - Short Form
- 2WPC - Credit for Wind Energy Producers
- 2441-M- Child and Dependent Care Expenses Deduction
- AFCR - Alternative Fuel Credit
- AMD - Amended Return Reconciliation
- CC - College Contribution Credit
- DCAC - Dependent Care Assistance Credit (credit for employers who provide child care)
- DS-1 - Calculation of Disability Income Exclusion
- ECC - Elderly Care Credit
- ENRG-B - Geothermal Energy System Credit
- ENRG-C - Credit for Investment in Energy Conservation Installations
- ESA - Annualization Worksheet for Estimated Tax
- EST-P - Underpayment of Estimated Tax by Individuals and Fiduciaries
- FID-3 - Fiduciary Income Tax Return
- FID-3 (instructions) - Montana Fiduciary Tax Instructions
- FTB - First-time Homebuyers Savings Account
- FTB-P - First-time Homebuyers Savings Account - Penalty Calculation
- HI - Disability Insurance for Uninsured Montanans Credit (for employers)
- IND - Indian Certification
- MSA- Medical Care Savings Account
- NOL- Net Operating Loss Worksheet for 1998 and prior years
- NOL-99- Net Operating Loss Worksheet
- NR-1 - North Dakota Reciprocal Affidavit (North Dakota Resident's Claim for Exemption Under MT/ND Reciprocity Agreement)
- NR-2 - Employee Certificate of North Dakota Residence
- RCYL- Recycling Credit/Deduction
- RIC- Recapture Investment Credit
- RSCH - Credit for Increasing Research and Development Activities
- W - 2001 Individual Income Tax Worksheets 1, 2 & 3
- W - 2001 Individual Income Tax Worksheets 4 & 5
- W - 2001 Individual Income Tax Worksheets 6 & 7
- W - 2001 Individual Income Tax Worksheet 8
2000 Forms
- 2000 Long Booklet- 2000 Individual Income Tax Forms and Instructions
- 2 - 2000 Individual Income Tax Return
- 2A (Page 1)- Itemized Deductions, Schedule I
- 2A (Page 2) - Tax Credits and Nonresident/Part Year Resident Schedules III and IV
- 2A (Page 3)- Other State Credit and Investment Credit Schedules
- 2EC- Elderly Homeowner/Renter Credit
- 2S (Short Form) - 2000 Individual Income Tax Return - Short Form
- 2WPC - Credit for Wind Energy Producers
- 2101- W-2 Withholding Declaration
- 2441-M - Child and Dependent Care Expenses Deduction
- AFCR - Alternative Fuel Credit
- AMD - Amended Return Reconciliation
- CC - College Contribution Credit
- DCAC - Dependent Care Assistance Credit (credit for employers who provide child care)
- DS-1 - Calculation of Disability Income Exclusion
- ECC - Elderly Care Credit
- ENRG-B - Geothermal Energy System Credit
- ENRG-C - Credit for Investment in Energy Conservation Installations
- ESA - Annualization Worksheet for Estimated Tax
- EST-P - Underpayment of Estimated Tax by Individuals and Fiduciaries
- FID-3- Fiduciary Income Tax Return
- FID-3 (instructions) - Montana Fiduciary Tax Instructions
- HI- Disability Insurance for Uninsured Montanans Credit (for employers)
- RSCH - Credit for Increasing Research and Development Activities
- W - 2000 Individual Income Tax Worksheets
- FTB - First-time Homebuyers Savings Account
- FTB-P - First-time Homebuyers Savings Account - Penalty Calculation
- IND - Indian Certification
- MSA - Medical Care Savings Account
- MSA-P- Medical Care Savings Account - Penalty Calculation
- NOL- Net Operating Loss Worksheet for 1998 and prior years
- NOL-99- Net Operating Loss Worksheet
- NR-1 - North Dakota Reciprocal Affidavit (North Dakota Resident's Claim for Exemption Under MT/ND Reciprocity Agreement)
- NR-2- Employee Certificate of North Dakota Residence
- RCYL - Recycling Credit/Deduction
- RIC - Recapture Investment Credit
1999 Forms
- 1999 Long Booklet- Individual Income Tax Forms and Instructions
- Instructions Only
- 2 - 1999 Individual Income Tax Return
- 2A (Page 1) - Itemized Deductions, Schedule I
- 2A (Page 2) - Tax Credits and Nonresident/Part Year Resident Schedules III and IV
- 2A (Page 3) - Other State Credit and Investment Credit Schedules
- 2EC - Elderly Homeowner/Renter Credit
- 2S (Short Form) - 1999 Individual Income Tax Return - Short Form
- 2WPC - Credit for Wind Energy Producers
- 2101 - W-2 Withholding Declaration
- 2441-M - Child and Dependent Care Expenses Deduction
- AFCR - Alternative Fuel Credit
- CC- College Contribution Tax Credit Form
- DCAC - Dependent Care Assistance Credit (credit for employers who provide child care)
- DS-1 - Calculation of Disability Income Exclusion
- ECC - Elderly Care Credit
- ENRG-B- Geothermal Energy System Credit
- ENRG-C - Credit for Investment in Energy Conservation Installations
- ESA - Annualization Worksheet for Estimated Tax
- EST-P - Underpayment of Estimated Tax by Individuals and Fiduciaries
- FID-3 - Fiduciary Income Tax Return
- FID-3 (instructions) - Montana Fiduciary Tax Instructions
- FTB- First-time Homebuyers Savings Account
- HI- Montana Disability Insurance for Uninsured Montanans Credit (for employers)
- IND - Indian Certification
- IT Coupon- Individual Income Tax Coupon
- MSA - Medical Savings Account
- NOL - Montana Net Operating Loss Worksheet for 1998 and prior years
- NOL-99- Montana Net Operating Loss Form (1999 and Forward)
- NR-1 - North Dakota Reciprocal Affidavit
- NR-2- Employee Certificate of North Dakota Residence
- RCYL - Recycling Credit/Deduction
- RIC - Recapture of Investment Credit
- W - 1999 Individual Income Tax Worksheets 1, 2 & 3
- W - 1999 Individual Income Tax Worksheets 4 & 5
- W- 1999 Individual Income Tax Worksheets 6 & 7
- W - 1999 Individual Income Tax Worksheet 8
1998 Forms
- Long Booklet- Individual Income Tax Forms and Instructions
- 2 Long- Individual Income Tax Return Form (for use by residents and nonresidents)
- 2A (Page 1) - Itemized Deductions, Schedule I
- 2A (Page 2) - Tax Credits and Nonresident/Part Year Resident Schedules III and IV
- 2A (Page 3) - Other State Credit and Investment Credit Schedules
- 2EC- Elderly Homeowner or Renter Credit
- 2S - Individual Income Tax Short Return Form (residents only)
- 2WPC (Page 1) - Credit for Wind Energy Producers
- 2WPC (Page 2)- Instructions for Wind Energy Producers Credit Form
- 2101 - W-2 Withholding Declaration
- 2441-M - Deduction for Child and Dependent Care Expenses
- AFCR - Alternative Fuel Credit
- CC- College Contribution Tax Credit Form
- DS-1 - Calculation of Disability Income Exclusion
- ECC- Elderly Care Credit
- ENRG-B - Geothermal Energy System Credit
- ENRG-C (Page 1) - Credit for Investment in Energy Conservation Installations
- ENRG-C (Page 2) - Energy Conservation Credit
- ESA (Page 1) - Annualization Worksheet for Estimated Tax
- ESA (Page 2) - Annualization Worksheet for Estimated Tax
- EST (Pages 1 and 2) - Individual Estimated Tax
- EST (Page 3) - Individual Estimated Tax ST-P - Underpayment Penalty Form
- FID-3 (instructions) - Montana Fiduciary Tax Instructions
- FID-3 - Fiduciary Income Tax Return
- HI - Montana Disability Insurance for Uninsured Montanans Credit (for employers)
- IND - Indian Certification
- Instructions- Individual Income Tax Return (instructions only)
- MSA- Medical Savings Account
- W - Social Security Worksheet
1997 Forms
- 2 Long- Individual Income Tax Return Forms (for use by residents and nonresidents)
- 2A (Page 1) - Itemized Deductions, Schedule I
- 2A (Page 2) - Tax Credits and Nonresident/Part Year Residents Schedules II, III and IV
- 2A (Page 3) - Other State Credit and Investment Credit Schedules
- 2EC- Elderly Homeowner/Renter Credit
- 2S - Individual Income Tax Short Form (residents only)
- Instructions - Individual Income Tax Return
1996 Forms
- 2 Long- Individual Income Tax Return Forms (for use by residents and nonresidents)
- 2A (Page 1) - Itemized Deductions, Schedule I
- 2A (Page 2)- Tax Credits and Nonresident/Part Year Residents Schedules II, III and IV
- 2A (Page 3) - Other State Credit and Investment Credit Schedules
- 2EC - Elderly Homeowner/Renter Credit
- 2S - Individual Income Tax Short Form (residents only)
- Instructions - Individual Income Tax Return
1995 Forms
- 2 Long- Individual Income Tax Return Forms (for use by residents and nonresidents)
- 2A- Itemized Deductions, Schedule I
1994 Forms
- 2 Long- Individual Income Tax Return Forms (for use by residents and nonresidents)
- 2A - Individual Income Tax Return
- Instructions - Individual Income Tax Return (instructions only)
1993 Forms
- 2 Long - Individual Income Tax Return Forms (for use by residents and nonresidents)
- 2A - Individual Income Tax Return
- Instructions - Individual Income Tax Return (instructions only)

Pass-Through Entity Forms: S-Corporation, Partnership, and Disregarded Entity - 2009, 2008, 2007, 2006, 2005, 2004, 2003, 2002, 2001, 2000, 1999, 1998, 1997, 1996, 1995, 1994, 1993

2009 Pass-Through Entity Forms: S-Corporation, Partnership, and Disregarded Entity
- CLT-4S - Small Business Corporation Booklet
- CLT-4S - Montana S Corporation Information and Composite Tax Return
- DER-1 2009 Montana Disregarded Entity Information Return
- 2009 Partnership Booklet
- PR-1 - Montana Partnership Information and Composite Tax Return
- Montana Schedule K-1 - for CLT-4s and PR-1
2009 Montana Pass Through Entity Supplemental Forms and Instructions
- FPC - Film Production Credit
- FPC-AF Film Production Credit Application Fee
- FPC-PP Film Production Credit (Submission of Costs- End of Principal Photography)
- FPC-RD Film Production Credit Residency Declaration
- MHPE - Mobile Home Park Exclusion
- PT-AGR - Pass-Through Entity Owner Tax Agreement
- PT-STM - Second Tier Pass-Through Entity Owner Statement
- PT-WH - 2009 Montana Income Tax Withheld for a Nonresident Individual, Foreign C-Corporation, or Second Tier Pass-Through Entity
- Pass Through Entity Tax Payment Form

2008 Forms
- CLT-4S Small Business Corporation Booklet
- CLT-4S - 2008 Montana S Corporation Information and Composit Tax Return
- 2008 Partnership Booklet
- PR-1- 2008 Montana Partnership Information and Composite Tax Return
- DER-1 - 2008 Montana Disregarded Entity Information Return
- FPC - Film Production Credit
- FPC-AF - Film Production Credit Application Fee
- FPC-RD - Residency Declaration
- PT-AGR - Pass-Through Entity Owner Tax Agreement
- PT-STM - Second Tier Pass-Through Entity Owner Statement
- PT-WH - 2008 Montana Income Tax Withheld for a Nonresident Individual, Foreign C Corporation, or Second Tier Pass-Through Entity
- Pass-through Entity Tax Payment Form
2007 Forms
- CLT-4S - Small Business Corporation Booklet
- CLT-4S - fill-in form - Montana S Corporation Information and Composite Tax Return
- DER-1 - Montana Disregarded Entity Information Return
- FPC - Film Production Credit
  - FPC - fill-in form - Film Production Credit
- FPC-AF - Film Production Credit Application Fee
- FPC-RD - Residency Declaration
  - FPC-RD - fill-in form - Residency Declaration
- FPC-PP - Fill-in form - Film Production Credit-Submission of Costs-End of Principal Photography
- Pass-through Entity Tax Payment Form
- PR-1 - Montana 2007 Partnership Booklet
  - PR-1 - fill-in form - 2007 Montana Partnership Information and Composite Tax Return
- PT-AGR - Pass-through Entity Owner Tax Agreement
- PT-STM - Second Tier Pass-through Entity Owner Statement
- PT-WH - Montana Income Tax Withheld for a Nonresident Individual, Foreign C Corporation, or Second Tier Pass-through Entity
2006 Forms
- CLT-4S - S. Corporation Booklet
- CLT-4S - Fill-in form - S. Corporation Information and Composite Tax Return
- DER-1 - 2006 Montana Disregarded Entity Information Return
- FPC - Film Production Credit
- Pass-Through Entity Payment Form
- PR-1 - Partnership Booklet
- PR-1 - Fill-in form - Partnership Information and Composite Tax Return
- PT-AGR - Pass-through Entity Owner Tax Agreement
- PT-STM - Second Tier Pass-through Entity Owner Statement>
- REQ - Request for Individual Tax Forms
2005 Forms
- S. Corporation Tax Booklet
- Partnership Booklet
- CLT-4S - Montana S. Corporation Information and Composite Tax Return
- DER-1 Montana Disregarded Entity Information Return
- FPC - Film Production Credit
- 2005 PT-AGR Pass-Through Entity Owner Tax Agreement
- PR-1 Partnership Information and Composite Tax Return
- PT-STM - Second-Tier Pass-Through Entity Owner Statement and Instructions
- Pass-Through Entity Payment Form
2004 Forms
- Montana Small Business Corporation Tax Booklet
- CLT-4S - Montana S Corporation Information and Composite Tax Return Pages 1 and 2
- CLT-4S - Montana S Corporation Information and Composite Tax Return Schedules III, IV, and V
- Montana Partnership Tax Booklet
- PR1 - Montana Partnership Information and Composite Tax Return Page 1 and 2
- PR1 - Montana Partnership Information and Composite Tax Return Schedules I and II
- PR1 - Montana Partnership Information and Composite Tax Return Schedules III,IV, and V
- DER-1 - Montana Disregarded Entity Information Return and instructions
- Pass-Through Entity Payment Form
- PT-WH - Income Tax Withheld for a Nonresident Individual Foreign C. Corporation or Second-Tier Pass-Through Entity and Instructions
2003 Forms
- DER-1 - Montana Disregarded Entity Information Return
- Montana Partnership Tax Booklet
  - Fill-in Forms
- Montana Small Business Corporation Tax Booklet
  - Fill-in Forms
2002 Forms
- DER-1 - Montana Disregarded Entity Information Return
- Montana Partnership Tax Booklet
  - Fill-in Forms
- Montana Small Business Corporation Tax Booklet
- PT-EXT - Application for Automatic Extension of Time to File a Pass-Through Entity Information Return
- PT-WHREM - Transmittal Document
- S. Corporation Forms Only (Fill-in)
2001 Forms
- CLT-4S-BKLT - Montana Corporation Booklet
- PR-1(Page 1) - Partnership Return of Income
- PR-1(Page 2) - Partnership Distribution Schedule
2000 Forms
- CLT-4S - 2000 Montana Small Business Corporation Tax Return
1999 Forms
- CLT-4S - 1999 Montana Small Business Corporation Tax Return
1998 Forms
- CLT-4S - 1998 Montana Small Business Corporation Tax Return
1997 Forms
- CLT-4S - 1997 Montana Small Business Corporation Tax Return
1996 Forms
- CLT-4S - 1996 Montana Small Business Corporation Tax Return
1995 Forms
- CLT-4S - 1995 Montana Small Business Corporation Tax Return
1994 Forms
- CLT-4S - 1994 Montana Small Business Corporation Tax Return
1993 Forms
- CLT-4S - 1993 Montana Small Business Corporation Tax Return

Withholding Forms

2010 Forms
- MW-3 Reconciliation - 2010 Montana Annual Withholding Tax Reconciliation
2009 Forms
- MW-3 Reconciliation - 2009 Montana Annual Withholding Tax Reconciliation
2008 Forms
- MW-3 Reconciliation - 2008 Montana Annual Withholding Tax Reconciliation
2007 Forms
- MW-3 Reconciliation - 2007 Montana Annual Withholding Tax Reconciliation
2006 Forms
- MW-3 Reconciliation - 2006 Montana Annual Withholding Tax Reconciliation
2005 Forms
- MW-3 Reconciliation - 2005 Montana Annual Withholding Tax Reconciliation

Last updated 3/19/2013 12:48:42 PM

Montana Department of Revenue

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Montana Department of Revenue

Previous Year Downloadable Forms - 2009 and Older

Try e-file

Previous Year Tax Forms

Need a Paper Tax Return?

Using a fill-in or self-calculating form?

Please Enable Javascript

Previous Year
Tax Forms

Need a Paper
Tax Return?

Using a fill-in or
self-calculating form?