You may use this form to file your Montana individual income tax return.
Montana Individual Income Tax Return (Form 2)
The 2025 income tax returns are now available. Legislative changes led to a significant revision of the form. Please be sure review the Tax Simplification Hub for information including frequently asked questions.
Form 2 and its schedules are provided separately. When filing on paper, only include the schedules reporting values with the first two pages. You do not need to submit blank schedules. Do be sure to include the required supporting information for any subtraction, deductions, or credits claimed.
Please be aware that we will not process any 2025 returns until our system opens for e-filing, which is expected to be in late January.
Filing online is faster and safer-If you would prefer to e-file your return or need additional assistance filing, please see additional filing options.
- Form 2 (PDF, 416 KB)
- Form 2 Instructions (PDF, 2.4 MB)
- Schedule I – Montana Adjustments (PDF, 249 KB)
- Schedule II – Tax on Montana Source Income (PDF, 253 KB)
- Schedule III – Tax Credits (PDF, 232 KB)
- Schedule IV – Contributions, Penalties, Interest, and Other Taxes (PDF, 233 KB)
- Schedule V – Amended Return Information (PDF, 194 KB)
- Schedule 2EC – Montana Elderly Homeowner/Renter Credit (PDF, 250 KB)
Previous Form 2 Filings
- Form 2 (PDF 524, KB)
- Form 2 Instructions (PDF, 1.3 MB)
- Schedule I – Montana Adjustments (PDF, 271 KB)
- Schedule II – Tax on Montana Source Income (PDF, 277 KB)
- Schedule III – Tax Credits (PDF, 269 KB)
- Schedule IV – Contributions, Penalties, Interest, and Other Taxes (PDF, 242 KB)
- Schedule V – Amended Return Information (PDF, 194 KB)
- Schedule 2EC – Montana Elderly Homeowner/Renter Credit (PDF, 273 KB)
- Form 2 Transition Schedule (PDF, 288 KB)
| Download by Year |
|---|
| 2023 Montana Individual Income Tax Return - Form 2 - PDF |
| 2022 Montana Individual Income Tax Return - Form 2 - PDF |
| 2021 Montana Individual Income Tax Return - Form 2 - PDF |
| 2020 Montana Individual Income Tax Return - Form 2 - PDF |
Mailing Your Individual Income Tax Return
If you are owed a refund or are not including a payment, mail your return to:
Montana Department of RevenuePO Box 6577
Helena, MT 59604-6577
If you are mailing a payment with your return, mail your return to:
Montana Department of RevenuePO Box 6308
Helena, MT 59604-6308