Montana Tax Forms 2016
Printable State Form 2, Form 2M, Form 2EZ and Instructions

Printable Montana (MT) state income tax Form 2, Form 2M, Form 2EZ must be postmarked by April 18, 2017 in order to avoid penalties and late fees. Printable Montana state tax forms for the current tax year will be based on income earned between January 1, 2016 through December 31, 2016. The Montana income tax rate for 2016 is progressive from a low of 1.0% to a high of 6.9%. The MT state tax table can be found inside the Form 2, Form 2M, Form 2EZ instructions booklet PDF.

Montana income tax forms preparation begins with the completion of your IRS federal income tax forms. Some of the Montana state income tax forms require information from your IRS federal income tax return, for example. We have organized the free IRS printable tax forms under the headings 1040EZ, 1040A, 1040, and subsets of 1040. If you have not done so already, please begin with your 1040EZ, 1040A or 1040 using the links above, or on the left side navigation.

2016 Montana Short Form 2EZ and Instructions

Form 2EZ
Form 2EZ Booklet

2016 Montana Long Form 2 and Instructions

Form 2
Form 2 Booklet
Schedule I - Montana Additions to Federal AGI
Schedule II - Montana Subtractions to Federal AGI
Schedule III - Montana Itemized Deductions
Schedule IV - Nonresident/Part-year Resident Tax
Schedule V - Montana Tax Credits
Schedule VI - Credit for Tax Paid to Another State
Schedule VIII - Reporting of Special Transactions
Worksheet II - Tax Benefit Rule for Federal Tax Refund
Worksheet III and IV - Capital Gain, Pension, Annuity Exclusions
Worksheet V, VI-QMIP, VI-IDL - Standard Deduction, Qualified Mortgage Insurance Premiums Deduction, Itemized Deduction Limitation
Worksheet VII - Interest on Underpayment of Estimated Taxes
Worksheet VIII - Taxable Social Security Benefits
Worksheet IX - Recoveries of Itemized Deductions

Frequently Required Schedules, Vouchers, Requests

Income Tax Rates
Income Tax Payment Voucher
2441-M - Child and Dependent Care Deduction
AMD - Amended Return Reconciliation
CC - College Contribution Credit
DCAC - Dependent Care Assistance Credits
DS-1 - Disability Income Exemption
ECC - Elderly Care Credit
ESA - 2016 Estimated Tax Annualization Worksheet
EST-I - Underpayment of Estimated Tax
ESW - 2016 Montana Estimated Income Tax Worksheet
EXT - Extension Payment Worksheet
FTB - First Time Home Buyer Savings Account
HI - Health Insurance For Uninsured Credit
MSA - Montana Medical Care Savings Account

List of all printable MT state income tax forms.

Click any Montana state income tax form title above to download, view, print, and save as a PDF file. The PDF file format allows you to safely print, prepare, and mail in your state tax forms. The Montana Department of Revenue will expect your 2016 income tax forms to be printed on high quality printers. Today's laser, bubble-jet, or ink-jet printers are generally acceptable. Color printing is not required, however, we recommend that you read the first few pages of the Form 2, Form 2M, Form 2EZ instructions booklet for updates regarding the printing of your state tax forms.

Montana State Income Tax Refund Status

To check the status of your Form 2, Form 2M, Form 2EZ income tax refund online, visit the Montana Department of Revenue website and use their Where's My Refund status lookup service. Montana Department of Revenue states that you will receive your refund faster if you efile compared to filing your refund on paper. To retrieve the status of your MT income tax refund for 2016 you will need the following information:

  • Social Security Number
  • Refund Amount

The requested information must match what was submitted on your Form 2, Form 2M, Form 2EZ state income tax forms for the current year. The Montana Department of Revenue refund lookup service can only be used to query the current income tax year 2016. Contact the Montana Department of Revenue service center by phone or mail if you are having trouble using the service or need to discuss a prior year income tax return.

Last updated: December 23, 2016