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Montana > Basic Information
- Two-thirds of gross income is from Farming
- Third Party Designee Name
- Third Party Designee Phone
Montana > Additions to Income
- Interest Income from Obligations of Other States (Note: This entry will add to the Taxable State Interest entered on Federal 1099-INT/DIV)
- Other Recoveries Deducted in Earlier Years that Reduced Montana Taxable Income
- First-Time Home Buyer Savings Account Nonqualified Withdrawals
- Expenses used to claim a MT Tax credit
- State income tax deduction included in Federal AGI
- Medical Care Savings Account Nonqualified Withdrawals
- Passive Loss, Capital Loss & Basis Addition
- Taxable Federal Refunds
- Other Additions
Montana > Subtractions from Income
- Federal Taxable RRB Tier I Benefits included in Federal SSA Taxable Benefits (Note: this amount will be limited to the Taxable amount of SSA benefits reported on the Federal return)
- Interest on US Obligations
- Exempt military salary of residents on active duty
- Business-related expenses for purchasing recycled material
- Business expenses not Federal Taxable Income due to federal credit
- First Time Home Buyers Account
- Attach PDF MT FTB, if claiming First Time Home Buyers Account subtraction
- Exempt Montana Achieving a Better Life Experience Act (ABLE) account deposits
- Certain expenses incurred by cannabis businesses
- Prior Years Recoveries
- Medical Savings Account Deduction
- Family Education Savings Account
- Working military retirement and survivor benefit exemption
- Passive Loss, Capital Loss & Basis Addition
- Other Subtractions
- Exempt Tribal Income
Montana > Credits
- Homeowner/Renter Credit
- Credit for taxes paid to another state
- Qualified Endowment Credit
- Carryforward from a repealed tax credit
- Unlocking Public Lands Credit
- Student Scholarship Credit
- Student Scholarship Credit Confirmation Code (1)
- Student Scholarship Credit Confirmation Code (2)
- Innovative Educational Program Credit
- Innovative Educational Credit Confirmation Code (1)
- Innovative Educational Credit Confirmation Code (2)
- Apprenticeship credit
- Media credit
- Media Credit UCRN (1)
- Media Credit UCRN (2)
- Contractors Gross Receipt credit
- CGR Account ID (CGR Account ID is a maximum number of characters is 13 (10 numeric followed by 3 alpha characters.)
- Trade education and training credit
- Jobs growth incentive credit
- Jobs growth incentive credit Certificate Number (CGR Account ID is a maximum number of characters is 13 (10 numeric followed by 3 alpha characters.)
- Recycling Credit
- Infrastructure Users Fee Credit
- Adoption Credit from Form ADPT
Montana > Contributions
- Amount of Contribution to Nongame Wildlife Program
- Amount of Contribution to Child Abuse Program
- Amount of Contribution to Agriculture Literacy in MT Schools
- Amount of Contribution to MT Military Family Relief Fund
Montana > Payments
- Any payment made with your 2024 Extension
- Montana Mineral Royalty Withheld
- Total withholding from MT Schedules K-1
- Pass-through entity tax from MT Schedule K-1
- Loan-out withholding from Form LOWCERT
- Amount of state refund that you would like to apply to next year
- Montana Schedule 529 (Apply overpayment to either a 529 or 529A Plan)
Montana > Miscellaneous Forms
- Estimated Payment Vouchers, Form IT
- Underpayment of Estimated Tax
- Penalties, Interest & Tax Recapture
- Montana Extension Form