Montana State Tax Forms & Schedules for 2026
The tax forms on this page can be essential for your Montana state tax return. Each form automatically calculates the relevant deductions and tax amounts based on the 2026 Montana State tax tables.
Quick Access Tools
We are currently updating the tax forms for Montana to reflect the 2026 tax year. If you were looking for a specific tax form for Montana, please contact us and we will prioritize this.
Tip: Use the Montana Tax Calculator to fine-tune your refundable and non-refundable tax credits. Complete, calculate, print, and save your tax calculation for later use.
Frequently Asked Questions
Common Montana tax questions include how to claim the Elderly Homeowner Credit, when to itemize vs. use the standard deduction, and how federal tax deductions apply on the state return.
Does Montana tax retirement income?
Yes, though deductions may apply for certain pension and retirement plan distributions.
How can I check my Montana refund status?
Use the Montana TAP portal for refund tracking and updates.
Does Montana offer tax relief for disaster losses?
Yes—losses can be deducted in the tax year of the disaster or the preceding year.
Does Montana have an estate or inheritance tax?
No—both estate and inheritance taxes have been repealed.
Are military pensions taxed?
Partially—up to $5,000 of military retirement pay can be excluded for qualifying residents.
Important Notes
All calculations are estimates for guidance only. Always review your return and consider professional advice when submitting official filings.