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Montana State Income Tax
Tax Year 2023
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Contents
Contents
1.
Montana Income Tax Table
| Tax Bracket (Single) [2] | Tax Bracket (Couple) [3] | Marginal Tax Rate |
| $0+ | $0+ | 1.000% |
| $3,600+ | $3,600+ | 2.000% |
| $6,300+ | $6,300+ | 3.000% |
| $9,700+ | $9,700+ | 4.000% |
| $13,000+ | $13,000+ | 5.000% |
| $16,800+ | $16,800+ | 6.000% |
| $21,600+ | $21,600+ | 6.750% |
Note: We don't currently have Montana's income tax brackets for tax year 2024. Until updated 2024 tax rates become available for Montana, the tax brackets shown above and used in the income tax calculator will be from tax year 2023.
Learn how marginal tax brackets work 
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Montana Income Tax Calculator
3.
The Montana Income Tax
Montana collects a state income tax at a maximum marginal tax rate of %, spread across tax brackets. Unlike the Federal Income Tax, Montana's state income tax does not provide couples filing jointly with expanded income tax brackets.
Montana's maximum marginal income tax rate is the 1st highest in the United States, ranking directly below Montana's %. You can learn more about how the Montana income tax compares to other states' income taxes by visiting our map of income taxes by state.
In Montana, taxpayers can deduct up to $5,000 of Federal income tax from their Montana taxable income for individuals and $10,000 for married couples filing jointly.
There are 151 days left until Tax Day, on April 16th 2025. The IRS will start accepting eFiled tax returns in January 2020 - you can start your online tax return today for free with TurboTax .
4.
Montana Tax Deductions
Income tax deductions are expenses that can be deducted from your gross pre-tax income. Using deductions is an excellent way to reduce your Montana income tax and maximize your refund, so be sure to research deductions that you mey be able to claim on your Federal and Montana tax returns. For details on specific deductions available in Montana, see the list of Montana income tax deductions.
4.1 - Montana Standard Deduction
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Unlike many other states, Montana has no standard deduction. Certain itemized deductions (including property tax, qualified charitable contributions, etc) may be allowed depending on the income level and filing type of the taxpayer. Keep in mind that not all deductions allowed on your federal income tax return are necessarily going to be allowed on your Montana income tax return.
4.2 - Montana Personal Exemptions
- Montana has no personal exemption. The Federal Income Tax, however, does allow a personal exemption to be deducted from your gross income if you are responsible for supporting yourself financially.
4.3 - Montana Dependent Deduction
- Unlike most states, Montana does not have a dependent deduction. You can, however, claim dependent deductions on your Federal Tax Return.
4.4 - Montana Itemized Deductions
- Montana allows itemized deductions, and you can claim the same itemized deductions on your Montana tax return as you do on your Federal tax return. You must choose between itemizing your deductions and choosing the Montana standard deduction, so it's generally only worth itemizing your deductions if your itemized total is more then the Montana and Federal standard deductions. For more details, visit the list of Montana itemized deductions.
5.
Montana Income Tax Forms
Tax-Rates.org provides easy access to five of the most commonly used Montana income tax forms, in downloadable PDF format. For all of the tax forms we provide, visit our Montana tax forms library or the 's tax forms page.
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Form 2 - Individual Income Tax ReturnForm 2 is the general individual income tax return form. You may file it by mail or you can efile online for free on the Montana Department of Revenue website.
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Form 2 Instructions - Individual Income Tax Instructional BookletUse this free instructional booklet to help you file your Form 2 tax returns by mail or online via the Montana Department of Revenue's website. This booklet does not include the form.
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Form 2EZ - Individual Income Tax Short FormFile this form if you are a Montana resident with very simple taxes to file. You must be filing as single or married with no dependants.
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Form 2EZ Instructions - Individual Income Tax Short Form InstructionsThis booklet will help you to properly fill out an file Form 2EZ, your Montana resident individual income short tax form.
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Payment Voucher - Payment Voucher and InstructionsIf you are submitting a form for estimated tax, a tax extension, or amended return payments, you need to include this form when sending it to the Montana Department of Revenue.
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Printable Montana Tax Table & Tax Reference
Tax-Rates.org provides a printable Montana datasheet including an income tax table, a list of Montana tax deductions, important URLs and addresses, and more. This document is in PDF format.
If you are not a resident of Montana, have a complicated tax return, or have other specialized circumstances you may need to download additional tax forms from the website. You can find all of Montana's 2024 income tax forms on the income tax forms page .
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6.
How To File Your Montana Income Tax Return
Once you've filled out your Montana income tax return, you have several options for filing and paying your income tax. You can mail your return to the at the correct address below, and include your payment by check or money order. You may also electronically file your Montana tax return through a tax preparer or using online tax software, and pay your taxes instantly using direct debit or a credit card (an additional credit card fee may apply).
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Where To Send Your Montana Tax Return
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e-Filing: Submit Your Montana Tax Return Online
You can save time and money by electronically filing your Montana income tax directly with the . Benefits of e-Filing your Montana tax return include instant submission, error checking, and faster refund response times. Most tax preparers can electronically file your return for you, or you can do it yourself using free or paid income tax software, like the examples listed below.
To e-file your Montana and Federal income tax returns, you need a piece of tax software that is certified for eFile by the IRS. While most in-depth tax software charges a fee, there are several free options available through the states, and simple versions are also offered free of charge by most tax software companies.
The two most popular tax software packages are H&R Block At Home, sold by the H&R Block tax preparation company, and TurboTax Federal & State, sold by the Intuit software company. Both companies produce multiple editions for simple to very complex tax returns, so be sure to carefully compare the features offered by each package.
9.
Getting Your Montana Tax Refund
If your state tax witholdings are greater then the amount of income tax you owe the state of Montana, you will receive an income tax refund check from the government to make up the difference.
It should take one to three weeks for your refund check to be processed after your income tax return is recieved. E-filing your return and filing early can help ensure your refund check gets sent as quickly as possible.
Once you've filed your tax return, all you have to do is wait for your refund to arrive. If you want to check the status of your Montana tax refund, you can visit the Montana Income Tax Refund page.
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10.
References
- Our state ranking and income tax figures are based on a family of four (married parents with two children) earning the national median household income of $50,000 per year. Deductions and personal exemptions are taken into account, but some state-specific deductions and tax credit programs may not be accounted for.
- Before the official 2024 Montana income tax rates are released, provisional 2024 tax rates are based on Montana's 2023 income tax brackets.
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The 2024 state personal income tax brackets are updated from the Montana and Tax Foundation data.
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Montana tax forms are sourced from the Montana income tax forms page, and are updated on a yearly basis. Please make sure the Montana forms you are using are up-to-date.
