State of Montana Income Tax Montana State Income Tax
Tax Year 2014

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Contents

QuickFact: The average family pays $1,815.00 in Montana income taxes. [1]
Rank: 16th out of 51

1.
Montana Income Tax Table

Tax Bracket (Single) [2] Tax Bracket (Couple) [3] Marginal Tax Rate
$0+ $0+ 1.00%
$2,800+ $2,800+ 2.00%
$5,000+ $5,000+ 3.00%
$7,600+ $7,600+ 4.00%
$10,300+ $10,300+ 5.00%
$13,300+ $13,300+ 6.00%
$17,000+ $17,000+ 6.90%

Learn how marginal tax brackets work View an explanation of marginal tax brackets

2.
Montana Income Tax Calculator

My Income
Filing Status
Exemptions
Claim an exemption for myself
Claim an exemption for my spouse
Dependants
 
How to use the Montana tax estimator How To Use This Calculator
You can use our free Montana income tax calculator to get a good estimate of what your tax liability will be come April. On the next page, you will be able to add more details like itemized deductions, tax credits, capital gains, and more.
Please remember that the income tax code is very complicated, and while we can provide a good estimate of your Federal and Montana income taxes, your actual tax liability may be different.

3.
The Montana Income Tax

Montana collects a state income tax at a maximum marginal tax rate of %, spread across tax brackets. Unlike the Federal Income Tax, Montana's state income tax does not provide couples filing jointly with expanded income tax brackets.

Montana's maximum marginal income tax rate is the 1st highest in the United States, ranking directly below Montana's %. You can learn more about how the Montana income tax compares to other states' income taxes by visiting our map of income taxes by state.

In Montana, taxpayers can deduct up to $5,000 of Federal income tax from their Montana taxable income for individuals and $10,000 for married couples filing jointly.

There are -530 days left until Tax Day, on April 15th 2015. The IRS will start accepting eFiled tax returns in January 2015 - you can start your online tax return today for free with TurboTax TurboTax eFiling.

Compare the state income tax rates in Montana with the income tax rates in

4.
Montana Tax Deductions

Income tax deductions are expenses that can be deducted from your gross pre-tax income. Using deductions is an excellent way to reduce your Montana income tax and maximize your refund, so be sure to research deductions that you mey be able to claim on your Federal and Montana tax returns. For details on specific deductions available in Montana, see the list of Montana income tax deductions.

4.1 - Montana Standard Deduction

What is the MT Standard Deduction for 2016? Unlike many other states, Montana has no standard deduction. Certain itemized deductions (including property tax, qualified charitable contributions, etc) may be allowed depending on the income level and filing type of the taxpayer. Keep in mind that not all deductions allowed on your federal income tax return are necessarily going to be allowed on your Montana income tax return.

4.2 - Montana Personal Exemptions

Montana has no personal exemption. The Federal Income Tax, however, does allow a personal exemption to be deducted from your gross income if you are responsible for supporting yourself financially.

4.3 - Montana Dependent Deduction

Unlike most states, Montana does not have a dependent deduction. You can, however, claim dependent deductions on your Federal Tax Return.

4.4 - Montana Itemized Deductions

Montana allows itemized deductions, and you can claim the same itemized deductions on your Montana tax return as you do on your Federal tax return. You must choose between itemizing your deductions and choosing the Montana standard deduction, so it's generally only worth itemizing your deductions if your itemized total is more then the Montana and Federal standard deductions. For more details, visit the list of Montana itemized deductions.

5.
Montana Income Tax Forms

Tax-Rates.org provides easy access to five of the most commonly used Montana income tax forms, in downloadable PDF format. For all of the tax forms we provide, visit our Montana tax forms library or the 's tax forms page.

Free Printable Montana Income Tax Form 2 Individual Income Tax Return
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Form 2 - Individual Income Tax Return
Form 2 is the general individual income tax return form. You may file it by mail or you can efile online for free on the Montana Department of Revenue website.
Free Printable Montana Income Tax Form 2 Instructions Individual Income Tax Instructional Booklet
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Form 2 Instructions - Individual Income Tax Instructional Booklet
Use this free instructional booklet to help you file your Form 2 tax returns by mail or online via the Montana Department of Revenue's website. This booklet does not include the form.
Free Printable Montana Income Tax Form 2EZ Individual Income Tax Short Form
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Form 2EZ - Individual Income Tax Short Form
File this form if you are a Montana resident with very simple taxes to file. You must be filing as single or married with no dependants.
Free Printable Montana Income Tax Form 2EZ Instructions Individual Income Tax Short Form Instructions
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Form 2EZ Instructions - Individual Income Tax Short Form Instructions
This booklet will help you to properly fill out an file Form 2EZ, your Montana resident individual income short tax form.
Free Printable Montana Income Tax Payment Voucher Payment Voucher and Instructions
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Payment Voucher - Payment Voucher and Instructions
If you are submitting a form for estimated tax, a tax extension, or amended return payments, you need to include this form when sending it to the Montana Department of Revenue.
Free Printable Montana Tax Table
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Printable Montana Tax Table & Tax Reference
Tax-Rates.org provides a printable Montana datasheet including an income tax table, a list of Montana tax deductions, important URLs and addresses, and more. This document is in PDF format.
If you are not a resident of Montana, have a complicated tax return, or have other specialized circumstances you may need to download additional tax forms from the website. You can find all of Montana's 2016 income tax forms on the income tax forms page External Link.

6.
How To File Your Montana Income Tax Return

Once you've filled out your Montana income tax return, you have several options for filing and paying your income tax. You can mail your return to the at the correct address below, and include your payment by check or money order. You may also electronically file your Montana tax return through a tax preparer or using online tax software, and pay your taxes instantly using direct debit or a credit card (an additional credit card fee may apply).

7.
Where To Send Your Montana Tax Return

8.
e-Filing: Submit Your Montana Tax Return Online

You can save time and money by electronically filing your Montana income tax directly with the . Benefits of e-Filing your Montana tax return include instant submission, error checking, and faster refund response times. Most tax preparers can electronically file your return for you, or you can do it yourself using free or paid income tax software, like the examples listed below.

To e-file your Montana and Federal income tax returns, you need a piece of tax software that is certified for eFile by the IRS. While most in-depth tax software charges a fee, there are several free options available through the states, and simple versions are also offered free of charge by most tax software companies.

The two most popular tax software packages are H&R Block At Home, sold by the H&R Block tax preparation company, and TurboTax Federal & State, sold by the Intuit software company. Both companies produce multiple editions for simple to very complex tax returns, so be sure to carefully compare the features offered by each package.

9.
Getting Your Montana Tax Refund

Your Montana Income Tax Refund Online

If your state tax witholdings are greater then the amount of income tax you owe the state of Montana, you will receive an income tax refund check from the government to make up the difference.

It should take one to three weeks for your refund check to be processed after your income tax return is recieved. E-filing your return and filing early can help ensure your refund check gets sent as quickly as possible.

Once you've filed your tax return, all you have to do is wait for your refund to arrive. If you want to check the status of your Montana tax refund, you can visit the Montana Income Tax Refund page.

10.
References

  1. Our state ranking and income tax figures are based on a family of four (married parents with two children) earning the national median household income of $50,000 per year. Deductions and personal exemptions are taken into account, but some state-specific deductions and tax credit programs may not be accounted for.
  2. Before the official 2016 Montana income tax rates are released, provisional 2016 tax rates are based on Montana's 2015 income tax brackets.
  3. The 2016 state personal income tax brackets are updated from the Montana and Tax FoundationExternal Link data.
  4. Montana tax forms are sourced from the Montana income tax forms pageExternal Link, and are updated on a yearly basis. Please make sure the Montana forms you are using are up-to-date.