Downloadable Forms

Check out our online service Taxpayer Access Point (TAP).  TAP allows taxpayers and their accountants to:

• Update/manage account information
• Register a new Withholding, Lodging & Facility Use, Rental Vehicle or Mineral Royalty Withholding account
• File and/or amend returns
• View existing returns, renewals or requests
• Submit license renewals

For personal assistance, please call our Call Center toll free 1-866-859-2254 (in Helena 444-6900). The most commonly used Montana forms, worksheets and instructions are available below for you to download.

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.
• You can access previous years forms on a separate page: Corporate and Individual Income Tax forms and Pass-Through Entity forms
• Instructions on using 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.
• Form to request your previous year tax return

Estate and Trusts (Fiduciary) Income Tax Forms

Please note:Estate and Trusts forms from previous years have been moved to another page. Estate and Trusts forms from previous years

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• 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

2009 Montana Estate and Trusts (Fiduciary) Supplemental Forms and Instructions

• EST-I - Underpayment of Estimated Tax by Individuals and Fiduciaries
• ESW-FID - 2010 Montana Fiduciary Estimated Income Tax Worksheet
• EXT-FID - Extension Payment Worksheet

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Individual Income Tax Forms

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Available Online January 19, 2010 - File return through TAP - Free & easy online service available for forms 2, 2M, 2EZ, 2EC; includes any worksheets, schedules and supplements that are attached to these forms.

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.

Some helpful links for Individual Tax Returns:

• Instructions on using the fill-in and self calculation forms
• Downloadable forms from previous years
• Form to request your previous years tax return
• 2009 Individual Income Tax Rates
• Mailing Address for Individual Income Tax Forms

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Income Tax Payment Form

2009 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)
• 2009 Montana Individual Income Tax Form 2 Booklet (long form)

2009 Montana Individual Income Tax Forms

• 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
• 2M - worksheets
  • 2M - worksheets Self-calculating form
•  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
  • 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 and 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
    • Self-calculating form
  • Worksheet III and IV - Qualified Capital Gain Exclusion and Partial Pension and Annuity Income Exclusion
    • Self-calculating form
  • Worksheet V, VI-A, VI-B - Standard Deduction, Itemized Deduction Worksheet, and Qualified Mortgage Insurance Premium Deduction Worksheet
    • Self-calculating form
  • Worksheet VI-C, VII - New Vehicle Taxes and Fees Deduction, Calculation of Interest on Underpayment of Estimated Taxes
    • Self-calculating form
  • Worksheet VIII - Taxable Social Security Benefits
    • Self-calculating form
  • Worksheet IX - Tax Benefit Rule for Recoveries of Itemized Deductions

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
• EST-I - Underpayment of Estimated Tax by Individuals and Fiduciaries
• ESW - 2010 Montana Individual Estimated Income Tax Worksheet
• EXT-09 - 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 (formerly known as Indian 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 Possible future revision upon federal Form 1045 release
• 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 - Temporary Emergency Lodging Credit
• VT - Veterans’ Program Contribution and Deduction

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Liquor Licensing Forms

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• Application to Add Beer to Off-Premises Wine License
• Application to Add Catering Endorsement to All-Alcoholic Beverages License
• Application to Add Catering Endorsement to On-Premises Beer or Beer/Wine License
• Application to Add Wine to Off-Premises Beer License
• Application to Add Wine or Beer to Wholesale/Distributor License
• 10 - Personal Criminal History Statement
• 13 - Noninstitutional Loan or Other Noninstitutional Source of Financing and Noninstitutional Lender Authorization for Examination and Release of Information
• 28 - Video Gambling Machine Replacement Permit Request
• 37 - Combined Amended License Application for Limited Transfers of Ownership among Licensees
• ATF-F-5630 - Special Tax Registration and Return - Alcohol and Tobacco
• BRWYAPPSUP - Brewery or Importer Application Supplement
  
• Conapp - Connoisseurs License Application (2005)
• FIRELTR - Fire code requirements and information pertinent to fire and life safety requirements for Drinking and Dining Establishments (A and B Occupancies)
• Foreign Brewer/beer Importer License Application
• Float Notice
• Liquor Licensing File/Information Request Form
• LOTAPP - Lottery Application
• M-1 - Secured Party Addition/Assignment
• M-2 - Secured Parties Continuation/Termination
• Montana Alcoholic Beverage/Gambling Operator Combined License Application
• NON-BTW - Non-Profit Arts Organization Beer and Table Wine License Application
• ON-PREM NOT - On-Premise Notice
• RBWAPP - Restaurant Beer/Wine Lottery Application
• SPA - Secured Party Acknowledgement  
• SpecPerm - Application for Special Permit to Sell Beer/Table Wine
• Survey - Certified Survey Affidavit - fill-in form
• Wine Amendment Application for On-Premises Beer License - Available Online - File return through TAP

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Liquor Store Agents and Liquor Vendors Forms

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Available Online - Agency Liquor Store free online services include: add new orders, view back order, view or modify pending requests through TAP

• AVP-2 - Application for Vendors Permit
• Credit Form for Defective Merchandise, Transportation Breakage/Shortage
• Credit Form for Out-of-Stock Sale Items
• Merchandise Return Request
• Non-Listed Products
• Promotional Product Request
• Sample Request
• Special Order Retail Price Request
• Standardized Quotation

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Liquor Tax Forms

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• BET  - Beer Distributor's Tax Return - Available Online - File return through TAP
• BET-2 - Beer Retailer Monthly Report for Purchases from a Brewery Located Outside of Montana
• BET-3 - Foreign Brewery Reports for Sales to Retailers located Within Montana
• LCT - Quarterly Common Carrier Tax Report
• WBC - 2002 Wine/Beer Connoisseur's License Semi-Annual Tax Report
• WIT - Wine Distributor's Tax Return - Available Online - File return through TAP
• WIT-2 - Wine Retailer Monthly Report for Purchases from a Winery Located Outside of Montana
• WIT-3 - Out of State Winery Monthly Report for Sales to Retailers Located Within Montana

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Local Government Forms

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• County Collection Report Effective 07-01-2006

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Lodging Facility Sales and Use Tax Forms

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Available Online - Online Service TAP offers free access to register for permit, file and amend tax returns.

• GenReg - Lodging Facility Sales and Use Tax Forms - Registration and Application For Permit
• LFT - Lodging Facility Sales and Use Tax Form and Instructions
• LFUT Guide - Lodging Facility Sales and Use Tax Guide

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Mineral Royalty Withholding

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Available Online - Online Service TAP offers free access file RW-3 MRW Reconciliation

• MRW-Reg - Registration for Mineral Royalty Withholding
• RW-1 - Mineral Royalty Withholding Tax Payment Form
• RW-3 - Montana Annual Mineral Royalty Withholding Tax Reconciliation

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Miscellaneous Tax Forms

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• Consumer Counsel Fee - Available Online - File return through TAP
  • CCT - Fee effective October 1, 2008 through September 30, 2009
  • CCT - Fee effective October 1, 2007 through September 30, 2008
  • CCT - Fee effective October 1, 2006 through September 30, 2007
  • CCT - Fee effective October 1, 2005 through September 30, 2006
• CGR Guide - Business Tax Guide for Public Contractors Gross Receipts Tax
• Contractor Gross Receipts
  • CGR1 - Contract Award Registration
  • CGR2 - Gross Receipts Withholding Return
  • CGR3 - Application for Refund of Property Taxes Paid
• Emergency Telephone (911) Service Fee - Available Online - File return through TAP
  • 911 - For periods ending on or before June 30, 2007
  • 911 - For periods beginning on or after July 1, 2007
• Hospital Utilization Fee -  - Available Online - File return through TAP
  • HUF - Fee effective January 1, 2009 through December 31, 2009
  • HUF - Fee effective January 1, 2008 through December 31, 2008
• ICFUF - Intermediate Care Facility Utilization Fee
• NFBT - Nursing Facility Utilization Fee  - Fee effective July 1, 2006 to present - Available Online - File return through TAP
• Public Service Commission Regulation Fee - Available Online - File return through TAP
  • PSR - Fee effective October 1, 2008 through September 30, 2009
  • PSR - Fee effective October 1, 2007 through September 30, 2008
  • PSR - Fee effective October 1, 2006 through September 30, 2007
  • PSR - Fee effective October 1, 2005 through September 30, 2006
• RTET - Retail Telecommunications Excise Tax - Available Online - File return through TAP   
• Rental Vehicle Sales Tax - Available Online - File return through TAP
  • GenReg - Registration and Application For Permit
  • RVT - Sales and Use Tax Return and Instructions
• TEC - Telecommunication's Service Exemption Certificate (for purchases of telecommunication service for resale by another service provider)
• TDD - Telecommunications Service Fee Return - Available Online - File return through TAP
• WET - Wholesale Energy Transaction Tax - Available Online - File return through TAP

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Natural Resource Forms

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Available Online - File any Natural Resource return online through TAP

• BEN - Bentonite Production Tax Form
• CGP - Assessment of Gross Proceeds of Coal Mines 
• CGT - Cement and Gypsum Producers License Tax
• CST - Coal Severance Tax
• EEL - Electricity and Electrical Energy License Tax Report
• MMG - Statement of Gross Proceeds of Metal Mines
• MML - Metalliferous Mines License Tax - Fill-in form
• MMM - Micaceous Mineral Mines License Tax
• MMN - Statement of Net Proceeds of Mines
• MMN-2 - Talc Producers Only
• MMN-3 - Vermiculite Producers Only
• MMN-4 - Garnet Producers Only
• MMN-5 - Limestone Producers Only
• RIT-1 - Resource Indemnity Trust Tax - Industrial Mineral Producers
• RIT-2 - Resource Indemnity Trust Tax - Garnet, Quicklime, Talc and Vermiculite Producers
• RIT-3 - Resource Indemnity Trust Tax - Metal and Gem Producers
• RIT-4 - Resource Indemnity Trust Tax - Coal Producers

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New Hire Reporting Forms

Effective July 2007, the New Hire Reporting Program will be administered by the Montana Department of Public Health and Human Services, Child Support Enforcement Division. Information and Reporting form

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One-Stop Licensing Forms

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• One-Stop Business Licensing Booklet - Revised August 2008
• Master Application - Revised September 2009
• Application for Retail Food Establishment License
• Application to Add Beer to Off-Premises Wine License
• Application to Add Wine to Off-Premises Beer License
• Grocery Inventory
• Nursery License Affidavit
• Off Premises Liquor License Application
• Underground Storage Tanks

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Pass-Through Entity Forms: S-Corporation, Partnership, and Disregarded Entity

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Please note: Pass-Through Entity forms from previous years have been moved to another page. Pass-Through Entity forms from previous years

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

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 Property Tax Forms (locally assessed)

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• 488 (RTC) - Realty Transfer Certificate   Important Information about the RTC
• AB-3 - Classification of Lands Application
• AB-3T - Forestland Classification Application
• AB-8 - Separate Assessment of Undivided Interest in Mining Claim Property Application
• AB-13 - Nonproductive, Patented Mining Claim Status Application
• AB-14 -Tax Incentive Assessment of Energy Generating Property Application
• AB-23 - Residential Appraisal of Property for Taxation Purposes Application
• AB-25 - Natural Disaster Application
• AB-26 - Request for Informal Review
• AB-38 - Pre- 1977 Mobile Home Ownership Change Request
• AB-60C - Commercial Sales Verification
• AB-60M - Manufactured Home Sales Verification
• AB-60R - Residential Sales Verification
• AB-63 - Notice of Appeal Withdrawal
• Property Tax Relief - Applications for 2010 will be available soon
  • PPB-8 - Property Tax Assistance Program Application
  • PPB-8A - Disabled American Veteran Application
  • PPB-8E - Extended Property Tax Assistance Program for Individuals and Business Entities

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Payment Plan for Your Delinquent Tax Liability

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• Request a Payment Plan for Your Delinquent Tax Liability

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Power of Attorney Back to Top of Page

• Power of Attorney (POA) - Authorization to Disclose Tax Information

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Tax Certificate Request Forms

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• ATL - Assumption of Tax Liability
• CR-T - Tax Certificate Request
• INA-CT - Affidavit of Inactivity

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Unclaimed Property Forms

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For Holders of Unclaimed Property

• UCH-1 - Report of Property Presumed Unclaimed
• Payment Voucher for UCH-1
• UCM-1 - Report of Property Presumed Unclaimed Trust for Unlocatable Mineral Owners
• Payment Voucher for UCM-1
• UCH-2 - Report of Property Presumed Unclaimed Inventory Listing Sheet to Report Contents of Safe Deposit Boxes

For Owners of Unclaimed Property

• To request an Unclaimed Property Claim Form

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Withholding Forms

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Available Online - Free & easy Online Services through TAP include register a new withholding account, file MW3 Annual Withholding Tax Reconciliation, sign up for ACH Credit payments, submit W2, 1099, etc.

• Montana Withholding Tax Guide
• Withholding Tax Tables (Effective for current tax year. Last revised on January 10, 2005.)
• ETR - Electronic Tax Reporting Program for Withholding Tax, ACH Registration Form
• Garnishment Formula for Wage Levy - Computation of Garnishment Amount
• GenReg - Registration and Application For Permit
• MSR - Employee Certificate of Status Under the Military Spouses Residency Relief Act
• MW-1 - Withholding Tax Payment Form - updated February, 2009
• MW-3 Reconciliation - 2009 Montana Annual Withholding Tax Reconciliation
• MW-3 Reconciliation - 2008 Montana Annual Withholding Tax Reconciliation
• MW-3 Reconciliation - 2007 Montana Annual Withholding Tax Reconciliation 
• MW-3 Reconciliation - 2006 Montana Annual Withholding Tax Reconciliation
• MW-3 Reconciliation - 2005 Montana Annual Withholding Tax Reconciliation
• NR-2 - Employee Certificate of North Dakota Residence

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