Montana Free Printable  for 2017 Montana Montana Individual Income Tax Return

It appears you don't have a PDF plugin for this browser. Please use the link below to download 2016-montana-form-2.pdf, and you can print it directly from your computer.

Montana Individual Income Tax Return
Form 2

Reset Form No Staples M M D D 2 0 Y Y and ending Last Name First Name and Initial Mark all that apply. Form 2 2016 Montana Individual Income Tax Return For the year Jan 1 – Dec 31, 2016 or the tax year beginning M M D D 2 0 1 6 Social Security Number Deceased? Date of Death M M D D 2 0 Y Y Amended Spouse’s First Name and Initial NOL Mailing Address Last Name Spouse’s Social Security Number Return Carryback Deceased? Date of Death M M D D 2 0 Y Y City State Zip+4 1 Single 2 Married filing jointly Filing Status Mark only one box. 3a Married filing separately on the same form 3b Married filing separately on separate forms 3c Married filing separately and spouse not filing Residency Status Mark only one box. 5a Resident full-year Resident Part-Year Required Information 5b Nonresident full-year 5c Resident part-year State moved to Date of change M M D D Y Y Y Y State moved from Last Name Social Security Number North Dakota reciprocity (see instructions on page 3) Relationship Mark if Disabled Dependents First Name Spouse’s SSN (for lines 3b and 3c) 4 Head of household Exemptions Column A (for single, joint, separate, or head of household) 6a X Yourself 65 or older Blind Enter number marked............ 6a 6b 65 or older Blind Enter number marked............ 6b Spouse 6c Enter the total number of dependents. If more than 4 dependents, see instructions on page 3............. 6c 6d Add lines 6a through 6c and enter total exemptions here....................................................................... 6d Column B (for spouse when filing separately using filing status 3a) Enter amounts on lines 7 through 38 corresponding to your federal return. Round to nearest dollar. If no entry, leave blank. 7 Wages, salaries, tips, etc. Include federal Form(s) W-2.......................................................................... 7 8a Taxable interest. Include federal Schedule B if required......................................................................... 8a 00 00 9 Ordinary dividends. Include federal Schedule B if required..................................................................... 9 10 Taxable refunds, credits, or offsets of state and local income taxes....................................................... 10 00 00 Federal Income 8b Tax-exempt interest. Do not include on line 8a.... 8b 00 00 11 Alimony received..................................................................................................................................... 11 ....... 12 13 Capital gain or (loss). Include federal Schedule D if required................................................................. 13 14 Other gains or (losses). Include federal Schedule 4797.......................................................................... 14 12 Business income or (loss). Include federal Schedule C or C-EZ. NAICS: 15a IRA distributions. 15a 16a Pensions and annuities. 16a 00 00 00 00 Taxable amount......... 15b Taxable amount......... 16b 17 Rental real estate, royalties, partnerships, S corporations, trusts. Include federal Schedule E.............. 17 18 Farm income or (loss). Include federal Schedule F................................................................................. 18 19 Unemployment compensation................................................................................................................. 19 20a Social security benefits. 21 Other income; list type. 20a 00 00 Taxable amount.......... 20b Amount............. 21 22 Add the amounts in columns A and B for lines 7 thru 21. This is your total income............................. 22 *16CE0101* *16CE0101* 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 Federal Adjusted Gross Income Form 2, Page 2 – 2016 Social Security Number: Column A (for single, joint, separate, or head of household) 23 Your total income from line 22.............................................................................................................. 23 24 Educator expenses (Caution – see instructions on page 5)................................................................ 24 25 Certain business expenses of reservist, etc. Include federal Form 2106 or 2106-EZ.......................... 25 26 Health savings account deduction. Include federal Form 8889............................................................ 26 27 Moving expenses. Include federal Form 3903...................................................................................... 27 28 Deductible part of self-employment tax. Attach federal Schedule SE.................................................. 28 29 Self-employed SEP, SIMPLE, and qualified plans................................................................................ 29 30 Self-employed health insurance deduction........................................................................................... 30 31 Penalty on early withdrawal of savings................................................................................................. 31 32a Alimony paid......................................................................................................................................... 32a 33 34 Student loan interest deduction............................................................................................................ 34 35 Tuition and fees (Caution – see instructions on page 6)..................................................................... 35 36 Domestic production activities deduction. Include federal Form 8903................................................. 36 37 Add lines 24 through 36 and enter the result here. Federal write-ins....................... 37 38 Subtract line 37 from line 23 and enter the result here......................................................................... 38 Montana AGI 38a Combine amounts on line 38 columns A and B and enter here. This is your federal adjusted gross income...... Taxable Income 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 38a 00 00 00 00 39 Enter Montana additions to federal adjusted gross income from Form 2, page 4, Schedule I, line 16................................................................................................................................................... 39 40 Enter Montana subtractions from federal adjusted gross income from Form 2, page 5, Schedule II, line 36............................................................................................................................... 00 00 40 41 Add lines 38 and 39; subtract line 40. This is your Montana adjusted gross income........................... 41 00 00 00 00 Itemized Deductions (from Form 2, Schedule III, line 30)................. 42 43 Subtract line 42 from line 41 and enter the result here......................................................................... 43 00 00 42 Deductions Tax, Nonrefundable Credits and Recapture 00 32b Recipient’s SSN............................. 32b 33 IRA deduction....................................................................................................................................... Column B (for spouse when filing separately using filing status 3a) Must mark one box. } Standard Deduction (see Worksheet V on page 46) OR 00 00 44 Exemptions (All individuals are entitled to at least one exemption.) Multiply $2,380 by the number of exemptions on line 6d and enter the result here................................................................. 44 45 Subtract line 44 from line 43 and enter the result here. This is your taxable income....................... 45 46 Tax from the tax table on page 7 or from Form 2, page 4. If line 45 is zero or less than zero, enter zero............................................................................................................................................. 00 00 46 47 2% capital gains tax credit.................................................................................................................... 47 00 00 48 Subtract line 47 from line 46; enter the result here, but not less than zero. This is your resident tax after capital gains tax credit.................................................................... 48 48a Nonresident, part-year resident tax after capital gains tax credit. Enter here the amount from Form 2, Schedule IV, line 25, but not less than zero............................................................................ 00 00 48a 49 Tax on lump-sum distributions. Include federal Form 4972.................................................................. 49 00 00 50 Add lines 48 or 48a and 49 and enter the result here. This is your total tax..................................... 50 00 00 00 00 00 00 00 00 51 Enter the amount from Form 2, Schedule V, line 23, but do not enter an amount larger than the amount on line 50. This is your total nonrefundable credits........................................................... 51 52 Recapture taxes (see instructions on page 7) ..... 52 53 Add lines 50 and 52, then subtract the amount on line 51 and enter the result here. This is your 2016 tax liability.5����������������������������������������������������������������������������������������������������������� 00 00 53 00 00 Code Code Questions? Call us toll free at (866) 859-2254 or in Helena at 444-6900 or TDD (406) 444-2830 for hearing impaired. *16CE0201* *16CE0201* 00 00 Form 2, Page 3 – 2016 Social Security Number: Penalties, Interest and Contributions Payments and Refundable Credits Column A (for single, joint, separate, or head of household) 54 Your 2016 tax liability from line 534����������������������������������������������������������������������������������������������������� 54 55 Montana income tax withheld. Include federal Forms W-2 and 1099................................................. 55 56 Montana mineral royalty tax withheld. Include federal Forms 1099-MISC and Montana Schedules K-1..... 56 57 Montana pass through entity withholding. Include Montana Schedules K-1...................................... 57 58 2016 estimated tax payments and amount applied from your 2015 return0��������������������������������������� 58 59 2016 extension payments from Form EXT-169����������������������������������������������������������������������������������� 59 60 Refundable credits from Form 2, Schedule V, line 27........................................................................ 60 61 If filing an amended return: Payments made with original return.................................................... 61 62 If filing an amended return: Previously issued refunds................................................................... 62 63 Add lines 55 through 61. Subtract line 62, enter the result here. This is your total payments........ 63 64 If line 54 is greater than line 63, subtract line 63 from line 54. This is your tax due........................ 64 65 If line 63 is greater than line 54, subtract line 54 from line 63. This is your tax overpaid................ 65 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 66 Interest on underpayment of estimated taxes (see instructions on page 10)............................................................................ 66 If applicable, mark appropriate box: 2/3 farming gross income Estimated payments were made using the annualization method 00 67 Late file penalty, late payment penalty and interest (see instructions on page 10)................................................................... 67 68 Other penalties (see instructions on page 10)........................................................................................................................... 68 00 69 Total voluntary check-off contribution programs from lines 69a through 69d............................................................................ 69 69a Nongame Wildlife Program $5 $10 69b Child Abuse Prevention $5 $10 69c Agriculture Literacy in Montana Schools $5 $10 69d Montana Military Family Relief Fund $5 $10 00 00 00 other amount 00 other amount 00 00 other amount other amount 70 Add lines 66 through 69 and enter the result. This is the sum of your total penalties, interest and contributions. .......... 71 If you have tax due (amount on line 64), add lines 64 and 70 OR, if you have a tax overpayment (amount on line 65) and it is less than line 70, subtract line 65 from line 70. Enter the result here. If married filing separately and there are Amount You Owe or Your Refund Column B (for spouse when filing separately using filing status 3a) amounts on lines 64 and 65, see instructions on page 12................................................. This is the amount you owe. ► 70 00 71 00 Pay online at revenue.mt.gov. Or make checks payable to MONTANA DEPARTMENT OF REVENUE. 72 If you have a tax overpayment (amount on line 65) and it is greater than line 70, subtract line 70 from line 65 and enter the result here. This is your overpayment.............................................................................................................................. 72 73 Enter the amount from line 72 that you want applied to your 2017 estimated taxes7���������������������������������������������������������������� 73 74 Subtract line 73 from line 72 and enter the result here......................................................................This is your refund. ► 74 2. ACCT# 1. RTN# Direct Deposit Your Refund 3. If using direct deposit, you are required to mark one box. Checking Savings Complete 1, 2, 3 and 4 (see instructions on page 12). 4. Is this refund going to an account that is located outside of the United States or its territories? 00 00 00 Yes No Under penalties of false swearing, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Your Signature is Required Date X Paid Preparer’s Signature Paid Preparer’s PTIN/SSN Third Party Designee Do you want to allow another person (such as a paid preparer) to discuss this return with us (see page 13)? Yes Spouse’s Signature Date Daytime Telephone Number X Third Party Designee’s Printed Name Third Party Designee’s Phone Number No *16CE0301* *16CE0301* Firm’s FEIN Mark this box if you do not want forms and instructions mailed to you next year.
Extracted from PDF file 2016-montana-form-2.pdf, last modified July 2012

More about the Montana Form 2 Individual Income Tax Tax Return TY 2016

Form 2 is the general income tax return for Montana residents.

We last updated the Montana Individual Income Tax Return in January 2017, so this is the latest version of Form 2, fully updated for tax year 2016. You can download or print current or past-year PDFs of Form 2 directly from TaxFormFinder. You can print other Montana tax forms here.

Other Montana Individual Income Tax Forms:

TaxFormFinder has an additional 78 Montana income tax forms that you may need, plus all federal income tax forms.

Form Code Form Name
Form 2EC Montana Elderly Homeowner/Renter Credit
Form 2 Instructions Individual Income Tax Instructional Booklet
Form 2 Montana Individual Income Tax Return
Form ENRG-B Alternative Energy System Credit
Form ENRG-C Energy Conservation Installation Credit

Download all MT tax forms View all 79 Montana Income Tax Forms


Form Sources:

Montana usually releases forms for the current tax year between January and April. We last updated Montana Form 2 from the Department of Revenue in January 2017.

Show Sources >

Form 2 is a Montana Individual Income Tax form. Like the Federal Form 1040, states each provide a core tax return form on which most high-level income and tax calculations are performed. While some taxpayers with simple returns can complete their entire tax return on this single form, in most cases various other additional schedules and forms must be completed, depending on the taxpayer's individual situation, to create a complete income tax return package.

About the Individual Income Tax

The IRS and most states collect a personal income tax, which is paid throughout the year via tax withholding or estimated income tax payments.

Most taxpayers are required to file a yearly income tax return in April to both the Internal Revenue Service and their state's revenue department, which will result in either a tax refund of excess withheld income or a tax payment if the withholding does not cover the taxpayer's entire liability. Every taxpayer's situation is different - please consult a CPA or licensed tax preparer to ensure that you are filing the correct tax forms!

Historical Past-Year Versions of Montana Form 2

We have a total of three past-year versions of Form 2 in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:



TaxFormFinder Disclaimer:

While we do our best to keep our list of Montana Income Tax Forms up to date and complete, we cannot be held liable for errors or omissions. Is the form on this page out-of-date or not working? Please let us know and we will fix it ASAP.

** This Document Provided By TaxFormFinder.org **
Source: http://www.taxformfinder.org/montana/form-2