2024 Montana Form 2

What Is Montana Form 2?

Montana Form 2 is used by full-year residents to file their individual state income tax return. The purpose of Form 2 is to calculate how much Montana income tax you owe for the year. Part-year residents and nonresidents also file Form 2 but must complete the applicable schedules to apportion income earned in Montana. Montana does not currently offer a separate short form. Read the Which Form to File section of the 2024 Montana Form 2 instructions to determine whether you should include additional schedules based on your residency status.

Who Must File Montana Form 2?

If you are a full-year or part-year resident of Montana and are required to file a federal income tax return, you must generally file Form 2. The Montana tax filing requirements are similar to the federal filing requirements. If you are a nonresident who received Montana source income, then you must file Montana Form 2 if you were also required to file a federal tax return. If you did not file a federal tax return and have Montana additions or subtractions, you may still be required to file a state income tax return. See the 2024 Montana Form 2 Schedule 1 instructions for details.

Even if you are not required to file a state income tax return, you may benefit from filing. If you had Montana income tax withheld on your W-2, you might be eligible for a refund. Montana also offers credits such as the Montana Earned Income Tax Credit (MT EITC) and other potential credits that can increase your total refund amount.

Read the Who Must File section of the 2024 Montana Form 2 instructions for more details on whether you need to file a Montana income tax return this year.

Printable Montana State Tax Forms

Printable Montana Form 2 Instructions

How do I check my Montana tax refund?

To check the status of your Montana Form 2 income tax return online, visit the Montana Department of Revenue website and use their Where's My Refund service. Montana Department of Revenue states that you will receive your income tax refund faster if you e-file compared to filing your refund on paper tax forms.

To check the status of your Montana income tax return for 2024, you will need the following information:

• Social Security Number
• Amount of your refund

The requested information must match what was submitted on your 2024 Montana Form 2. The Montana Department of Revenue refund lookup service can only be used to query the current tax year 2024. Contact the Montana Department of Revenue service center by phone or mail if you are having trouble using the service or need to discuss a prior year's income tax returns.

To contact the Montana Department of Revenue service center by phone or email, use the check your refund status link above. Alternatively, read or print the 2024 Montana Form 2 instructions to obtain the proper phone number and mailing address.

Last updated: January 9, 2025

State Tax Forms