Individual Income Tax

If you live or work in Montana, you may need to file and pay individual income tax. These resources can help you determine your filing requirements and options.

Individual Return Filing

• Filing Requirements
• Filing Status
• Income Tax Rates, Deductions, and Exemptions
• Tax Credits
• Montana Residency
• Filing Information for Military Personnel and Spouses
• Filing Information for Native Americans
• Retirements Income Exemptions, Deductions, and Exclusions
• Amending or Correcting a Return
• Making Estimated Tax Payments

Late Filing and Nonfilers

• Filing on Extension
• Late Fees, Interest, and Penalties
• Nonfilers
• Frivolous Tax Positions

Additional Resources

• Where's My Refund?
• Montana Free File Partner Offers
• Montana Individual Income Tax Return (Form 2)
• Form 2 Instructions and Booklet
• Enrolled Tribal Member Exempt Income Certification/Return (Form ETM)
• Approved Commercial Tax Software

Contact Us:

State Directories:

Quick Links:

Join our email list:

Stay up-to-date with the Montana Department of Revenue’s news, rules announcements and updates.

Citizen Services Call Center

Phone: (406) 444-6900

TDD: Montana Relay 711

We’re available Monday through Thursday, 9:00 a.m. until 4:00 pm and Friday, 9:00 a.m. until 1:00 p.m.

Taxpayer Advocate

If you need help working with the department or figuring out our audit, appeals, or relief processes, the Taxpayer Advocate can help.

Mail: 125 N Roberts Street Helena, MT, 59601

Phone: (406) 444-6789

TDD: Montana Relay 711

Fax: (406) 444-3696