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Montana Free Printable  for 2020 Montana Alternative Energy System Credit

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Alternative Energy System Credit
Form ENRG-B

MONTANA ENRG-B Rev 05 19 Clear Form 2019 Alternative Energy System Credit 15-32-201 through 15-32-203, MCA Your First Name and Initial Last Name Spouse’s First Name and Initial Last Name Social Security Numbers - - - - Complete lines 1 through 4 if you are claiming an alternative energy system credit or carryforward. 1. Enter the physical address of your home where the alternative energy system is installed............................... 1. 2. Enter the date the installation of your alternative energy system was completed..................................................... 2. 3. Enter the brand name (if known) and model number of the alternative energy system that you installed.............. 3. 4. Enter the type of alternative energy system that you installed. For example: solar system, wind system, solid waste system, wood-burning stove, etc........................... 4. ENERGY SYSTEM USING A RECOGNIZED NONFOSSIL FORM OF ENERGY GENERATION: Complete lines 5a through 10a if you installed an alternative energy system in your principal dwelling in tax year 2019 that uses a recognized nonfossil form of energy generation. See the instructions for the definition of a recognized nonfossil form of energy generation. 5a. Enter the cost of the system you installed, including your installation cost................................... 5a. 6a. Enter the amount of any grants received for your system............................................................. 6a. 7a. Subtract line 6a from line 5a and enter the result here................................................................. 7a. 8a. If you alone paid the total cost of the system, enter the smaller of the amount on line 7a or $500 here. Enter the same amount on Form 2, Nonrefundable Credits Schedule, line 17. This is your alternative energy system credit. ........................................................................ 8a. 9a. If both you and your spouse paid the cost of the system and your filing status is married filing jointly, enter the smaller of the amount on line 7a or $1,000 here. Enter the same amount on Form 2, Nonrefundable Credits Schedule, line 17. This is your alternative energy system credit for you and your spouse............................... 9a. 10a. If both you and your spouse paid the cost of the system and your filing status is married filing separately, enter the smaller of the amount on line 7a or $500 for each spouse here and on Form 2, Nonrefundable Credits Schedule, line 17. Enter in columns A and B the amount allocated to each spouse. Neither spouse may claim more than $500, and the total of both spouses’ credit on line 10a cannot exceed the amount on line 7a. This is the alternative energy system credit as allocated for you and your spouse.........................................................10a. (Continued on the next page) Column A Column B SSN ENERGY SYSTEM USING A LOW EMISSION WOOD OR BIOMASS COMBUSTION DEVICE: Complete lines 5b through 8b if you installed a low emission wood or biomass combustion device to provide heat for your principal dwelling in tax year 2019. See the instructions for the definition of a low emission wood or biomass combustion device. 5b. Enter the cost of the system, including your installation cost........................................................ 5b. 6b. If you alone paid the total cost of the system, enter the smaller of the amount on line 5b or $500 here. Enter the same amount on Form 2, Nonrefundable Credits Schedule, line 18. This is your alternative energy system credit.......................................................................... 6b. 7b. If both you and your spouse paid the cost of the system and your filing status is married filing jointly, enter the smaller of the amount on line 5b or $1,000 here. Enter the same amount on Form 2, Nonrefundable Credits Schedule, line 18. This is your alternative energy system credit for you and your spouse.................................................................................................. 7b. 8b. If both you and your spouse paid the cost of the system and your filing status is married filing separately, enter the smaller of the amount on line 5b or $500 for each spouse here and on Form 2, Nonrefundable Credits Schedule, line 18. Enter in columns A and B the amount allocated to each spouse. Neither spouse may claim more than $500, and the total of both spouses’ credit on line 8b cannot exceed the amount on line 5b. This is the alternative energy system credit as allocated for you and your spouse...............................................8b. Column A Column B CARRYFORWARD OF ALTERNATIVE ENERGY SYSTEM FROM A PRIOR YEAR: Complete this section only if you are carrying forward your unused alternative energy system credit from a prior year. Your credit may be carried forward up to four years. However, the total credit reported in the year of installation and in subsequent years cannot exceed the maximum credit of $500 per taxpayer for each installation. For example, you are a single individual who purchased and installed an alternative energy system for $4,000 in 2018. You took a $500 alternative energy system credit on your 2018 tax return. You are not entitled to any additional credit for that installation in any tax year following 2018. Recognized Nonfossil Form of Energy Generation Carryforward 1c. Enter the amount of alternative energy system credit originally allowed...........1c. 2c. Enter the amount of your alternative energy system credit previously claimed..............................................................................................................2c. 3c. Subtract line 2c from line 1c and enter the result here and on Form 2, Nonrefundable Credits Schedule, line 17......................................................... 3c. Low Emission Wood or Biomass Combustion Device Carryfoward 1d. Enter the amount of alternative energy system credit originally allowed..........1d. 2d. Enter the amount of your alternative energy system credit previously claimed.............................................................................................................2d. 3d. Subtract line 2d from line 1d and enter the result here and on Form 2, Nonrefundable Credits Schedule, line 18.........................................................3d. If you file your Montana tax return electronically, you do not need to mail this form to us unless we ask you for a copy. When you file electronically, you represent that you have retained the required documents in your tax records and will provide them upon the department’s request. Form ENRG-B Instructions What is a recognized nonfossil form of energy generation? A recognized nonfossil form of energy generation means: ● a system that captures energy or converts energy sources into usable sources, including electricity, by using: • solar energy, including passive solar systems • wind • solid waste • the decomposition of organic waste • geothermal • fuel cells that do not require hydrocarbon fuel; or ● a system that produces electric power from biomass or solid wood wastes; or ● a small system that uses water power by means of an impoundment that is not over 20 acres in surface area. What is a low-emission wood or biomass combustion device? A low-emission wood or biomass combustion device means: ● a wood-burning appliance that: • is certified by the U.S. environmental protection agency pursuant to 40 CFR 60.533, or • uses wood pellets as its primary source of fuel; or ● an outdoor hydronic heater qualified for the phase 2 white tag under the U.S. Environmental Protection Agency Method 28 OWHH; or ● a masonry heater constructed or installed in compliance with the requirements for masonry heaters in the International Residential Code for One- and Two-Family Dwellings. Who qualifies for the alternative energy system credit? The alternative energy systems credit is available only to Montana resident individuals who install a qualifying system or device in their principal dwelling. In 2019, I paid for an alternative energy system but installation wasn’t complete until 2020. When can I take the credit? You can claim the credit in 2020 when installation is complete and the system is first in service. You can include the amount paid in 2019 when calculating your credit for 2020. I installed a wood burning stove in my principal dwelling this year but I am unable to claim the full amount of my credit because my income tax liability is less than $500. Can I carry my unused credit forward? Yes. You can carry forward any unused portion of your credit for four succeeding tax years. Complete the carryforward section on the form to determine the amount of credit that can be carried forward. Your total credit reported in the year of installation and in subsequent years cannot exceed the maximum credit of $500 per taxpayer for each installation. For example, you are a single individual who purchased and installed an alternative energy system for $4,000 in 2018. You took a $500 alternative energy system credit on your 2018 tax return. You are not entitled to any additional credit for that installation in any tax year following 2018. My spouse and I jointly own our principal dwelling. Can we both qualify for the alternative energy system credit? If you both paid for the installation of any one alternative energy system and the total cost was $1,000 or more, you can each claim up to $500. If the cost of the system was less than $1,000, you may allocate the credit between you and your spouse, but neither spouse can claim more than $500. I made repairs to my alternative energy system this year. Am I entitled to claim this credit for the cost of my repairs? No. Repairs to your existing alternative energy system are not installation costs that entitle you to an additional alternative energy system credit. For example: In 2019, you replaced damaged solar panels that were installed in your principal home in 2010, at which time you claimed an alternative energy system credit of $500. You are not entitled to an additional $500 credit for the repairs and replacement of parts to your existing solar system. Please visit our website at revenue.mt.gov for additional information regarding energy-related tax relief options. The website includes information such as answers to frequently asked questions and links to other related sites. Administrative Rules of Montana: 42.4.104 through 42.4.121 Questions? Call us at (406) 444-6900, or Montana Relay at 711 for hearing impaired.
Extracted from PDF file 2019-montana-form-enrg-b.pdf, last modified May 2017

More about the Montana Form ENRG-B Individual Income Tax Tax Credit TY 2019

We last updated the Alternative Energy System Credit in March 2020, so this is the latest version of Form ENRG-B, fully updated for tax year 2019. You can download or print current or past-year PDFs of Form ENRG-B 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 2 Montana Individual Income Tax Return
Form IT Payment Voucher Individual Income Tax Payment Voucher
Form 2 Instructions Individual Income Tax Instructional Booklet
Form AMD Montana Individual Income Tax Amended Return Reconciliation
Form 2M-WKST Worksheets

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 ENRG-B from the Department of Revenue in March 2020.

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Form ENRG-B is a Montana Individual Income Tax form. States often have dozens of even hundreds of various tax credits, which, unlike deductions, provide a dollar-for-dollar reduction of tax liability. Some common tax credits apply to many taxpayers, while others only apply to extremely specific situations. In most cases, you will have to provide evidence to show that you are eligible for the tax credit, and calculate the amount of the credit to which you are entitled.

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 ENRG-B

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



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