State of Montana - Department of Revenue - Tax Information and Assistance

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State of Montana - Department of Revenue - Tax Information and Assistance

mt.gov

Sam W. Mitchell Bldg.
125 N. Roberts, 3rd Floor
Helena, Montana
Phone: +18668592254

State of Montana - Department of Revenue

Downloadable Forms

For personal assistance, please call our Call Center toll free 1 (866) ... or in Helena 444-6900. The most commonly used Montana forms, worksheets and instructions are available here for you to download.

Most forms are in Adobe Acrobat PDF format. You will need Adobe Reader to view and print these forms.

Please note:

We do not have any forms posted on this site that are generated through our computer system by customer identification numbers. For example, we are unable to post business forms, such as forms used to report withholding taxes.

INSTRUCTIONS FOR FILL-IN AND SELF-CALCULATION FORMS

We encourage you to use the self-calculation forms provided here.

Self-calculation forms are designed to perform the math computations for you, using the numbers that you enter onto the form. Your accuracy in entering the
numbers has a direct impact on the results of the math computations.

Self-calculation forms are not programmed to detect when tax information is
entered incorrectly. That means the forms cannot notify you that a potential error has been made. For this reason, we recommend that you double-check your
entries, as well as the results of all math computations, before filing your forms.

Helpful Hints When Completing a Self-Calculation Form
• Always choose a “filing status” when completing a tax returns and associated
schedules.
• If you do not know the last four digits of your zip code, please enter zeros.
• Check all math computations for accuracy.
• “Tooltips” are included above certain fields. Please open these tips for
extra help and instructions. To close the message, click anywhere within
the tip and an X will appear in the upper left hand corner. Click on the X to
close.
• If you would like to clear all the fields entered on the self-calculation
form and start over, please click on the Department of Revenue icon next to
the √ at the top right hand side of the form.

Acrobat Toolbar Functions

When you install the Acrobat Reader and download a self-calculation or “fill-in”
form, you will see a toolbar at the top of the document.

The Hand Tool will most likely be pre-selected the first time you use Acrobat
Reader. This tool allows you to fill in the tax forms online. This tool is selected when the cursor appears in the shape of a hand like the one pictured on the button.

With a self-calculation form on the screen, first note that the yellow highlighted
areas are the only fields where data can be entered. The “fill-in” forms are not highlighted and data can be entered in all fields. Complete only the fields that
pertain to you. In some cases it is only a few lines because the form will calculate and automatically fill the data in on the rest of the form. Move the hand tool over a portion of the form to be filled in. You will notice that the hand icon changes to a text icon, which looks like a capital letter I. This means that this is an area of the form that you are able to fill in using your keyboard. Also, a message to assist you will appear below the text box you are about to fill in. After you fill in that text box, move your mouse to another field to fill it in. Note: You may also use the TAB button on your keyboard to advance to the next field.

Tax Assistance and Education

Assistance For Business Clinics

The Department of Revenue, in conjunction with various state government agencies, offers Assistance for Business Clinics (ABC's) at 13 locations statewide. These clinics are designed to assist new and existing employers and cover many employer-related topics such as tax filing obligations.

For current ABC Schedule information, please call our Call Center toll free 1 (... or in Helena 444-6900

Assistance for Individuals

The Department of Revenue would like to acknowledge the following resources that are available to assist individuals in preparation of individual income tax returns.

Local Libraries
Many libraries throughout Montana offer Internet access. Check with your local library for the availability of Internet access and free filing of your individual income tax return.

Need personal attention?

* We assist both callers and walk-ins Monday through Friday, 8 a.m. - 5 p.m.
* Call us toll-free at 1-866-859-2254 (in Helena, 444-6900).
* Walk-in at the Sam W. Mitchell Building, 125 North Roberts, in Helena (just east
of the State Capitol Building).
* Visit our local offices, located throughout the state, during normal business
hours to obtain the most commonly used state tax forms, schedules and
instructions.
* Trained tax specialists are available in Billings, Bozeman, Great Falls,
Missoula, Hamilton and Lewistown to assist with a variety of income tax issues.
* In addition, you may electronically (E-File) your completed Montana Income Tax
Return, using our computer, in Billings, Great Falls, Helena, & Missoula.