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Downloadable Forms

For personal assistance, please call our Call Center toll free 1 (866) 859-2254 or in Helena 444-6900. The most commonly used Montana forms, worksheets and instructions are available here for you to download.

Please note: The Corporate and Individual income tax forms and Pass-Through Entity forms from previous years have been moved to another page. Please click here to find past years forms.

Most forms are in Adobe Acrobat PDF format. You will need Adobe Reader to view and print these forms. If you do not already have Adobe Reader installed on your computer, you may download the software for free.

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.

Click here for instruction on using the fill-in and self calculation forms.

Click here if you would like to request a hard copy form be mailed to you. Be sure to add the name of the form you need and your mailing address.

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Appeals Forms (Office of Dispute Resolution)

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  • APLS101F - Request for Informal Review
  • APLS102F - Notice of Referral to the Office of Dispute Resolution
Centrally Assessed

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  • CAB-1 - New or Expanding Industry Classification Application
  • CAB-2 - Air or Water Pollution Control Equipment Application
  • CAB-4 - Value-added Manufacturing Machinery Certification Application
  • RCC-1 - Railroad Car Company Annual Reporting
  • RCC-2 - All Cars Owned, Used or Leased
  • RCC-3 - Allocation Data
  • RCC-4 - Railroad Car Company Time/Speed Studies Instructions
Cigarette and Tobacco Tax Reporting Forms

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Corporation Tax Forms: C-Corporations

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Please note: The Corporate income tax forms from previous years have been moved to another page. Please click here to find past years forms.

2008 Forms

Individual Income Tax Forms

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Self Calculation Forms - We encourage you to use the self-calculation forms provided below.  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.

Click here for instruction on using the fill-in and self calculation forms.

Please note: Individual income tax forms from previous years have been moved to another page. Please click here to find past years forms.

2008 Individual Income Tax Rates

Downloadable paper forms and online forms for electronic filing will be available on January 16, 2009.  This is the date that the IRS starts accepting returns and the Montana Department of Revenue follows this federal timeline.

Inheritance Tax Form (INH-4)

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  • INH-4 - Application for Determination of Estate Tax
Liquor Licensing Forms

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  • Montana Alcoholic Beverage/Gambling Operator Combined License Application
  • 10 - Personal Criminal History Statement
  • 13 - Noninstitutional Loan or Other Noninstitutional Source of Financing and Noninstitutional Lender Authorization for Examination and Release of Information
  • 28 - Video Gambling Machine Replacement Permit Request
  • ATF-F-5630 - Special Tax Registration and Return - Alcohol and Tobacco
  • Conapp - Connoisseurs License Application (2005)
  • FIRELTR - Fire code requirements and information pertinent to fire and life safety requirements for Drinking and Dining Establishments (A and B Occupancies)
  • Float Notice
  • LOTAPP - fill-in form - Lottery Application
  • M-1 - Secured Party Addition/Assignment
  • M-2 - Secured Parties Continuation/Termination
  • NON-BTW - Non-Profit Arts Organization Beer and Table Wine License Application
  • ON-PREM NOT - On-Premise Notice
  • RBWAPP - fill-in form - Restaurant Beer/Wine Lottery Application
  • SPA - Secured Party Acknowledgement  
  • SpecPerm - Application for Special Permit to Sell Beer/Table Wine
  • Survey - Certified Survey Affidavit - fill-in form
Alcohol Beverage Tax Forms

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  • BET  - Beer Distributor's Tax Return
  • LCT - Quarterly Common Carrier Tax Report
  • WBC - 2002 Wine/Beer Connoisseur's License Semi-Annual Tax Report
  • WIT - Wine Distributor's Tax Return

Liquor Store Agents and Liquor Vendors Forms

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Local Government Forms

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Lodging Facility and Use Tax Forms

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  • GenReg - Registration and Application For Permit
  • LFT - Lodging Facility Sales and Use Tax Form and Instructions
  • LFUT Guide - Lodging Facility Use Tax and Sales and Use Tax Guide
Mineral Royalty Withholding

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  • MRW-Reg - Registration for Mineral Royalty Withholding
  • RW-1 - Mineral Royalty Withholding Tax Payment Form
  • RW-3 - Montana Annual Mineral Royalty Withholding Tax Reconciliation
Miscellaneous Tax Forms

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  • Consumer Counsel Fee
    • CCT - Fill-in form - Fee effective October 1, 2008 through September 30, 2009
    • CCT - Fill-in form - Fee effective October 1, 2007 through September 30, 2008
    • CCT - Fill-in form - Fee effective October 1, 2006 through September 30, 2007
    • CCT - Fill-in form - Fee effective October 1, 2005 through September 30, 2006
  • CGR Guide - This publication is currently being updated - Business Tax Guide for Public Contractors Gross Receipts Tax
  • Contractor Gross Receipts
    • CGR1 - Fill-in form - Contract Award Registration
    • CGR2 - Fill-in form - Gross Receipts Withholding Return
    • CGR3 - Fill-in form - Application for Refund of Property Taxes Paid
  • Emergency Telephone (911) Service Fee
    • 911 - For periods ending on or before June 30, 2007
    • 911 - For periods beginning on or after July 1, 2007
  • HUF- Fill-in form - Hospital Utilization Fee - Fee effective January 1, 2007 through December 31, 2007
  • ICFUF - Intermediate Care Facility Utilization Fee
  • NFBT - Nursing Facility Utilization Fee  - Fee effective July 1, 2006 to present
  • Public Service Regulation Fee
    • PSR - Fill-in form - Fee effective October 1, 2008 through September 30, 2009
    • PSR - Fill-in form - Fee effective October 1, 2007 through September 30, 2008
    • PSR - Fill-in form - Fee effective October 1, 2006 through September 30, 2007
    • PSR - Fill-in form - Fee effective October 1, 2005 through September 30, 2006
  • RTET - Retail Telecommunication Excise Tax   
  • Rental Vehicle
    • GenReg - Registration and Application For Permit
    • RVT - Sales and Use Tax Return, Coupon and Instructions
  • TEC - Exemption Certificate (for purchases of telecommunication service for resale by another service provider)
  • TDD - Fill-in form - Telecommunications Service Fee Return
  • WET - Fill-in form - Wholesale Energy Transaction Tax
Natural Resource Forms

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  • BEN - Bentonite Production Tax Form
  • CGP - Assessment of Gross Proceeds of Coal Mines 
  • CGT - Cement and Gypsum Producers License Tax
  • CST - Coal Severance Tax
  • EEL - Electricity and Electrical Energy License Tax Report
  • MMG - Statement of Gross Proceeds of Metal Mines - Fill-in form
  • MML - Metalliferous Mines License Tax - Fill-in form
  • MMM - Micaceous Mineral Mines License Tax
  • MMN - Statement of Net Proceeds of Mines
  • MMN-2 - Talc Producers Only
  • MMN-3 - Vermiculite Producers Only
  • MMN-4 - Garnet Producers Only
  • MMN-5 - Limestone Producers Only
  • RIT-1 - Resource Indemnity Trust Tax - Industrial Mineral Producers
  • RIT-2 - Resource Indemnity Trust Tax - Garnet, Quicklime, Talc and Vermiculite Producers
  • RIT-3 - Resource Indemnity Trust Tax - Metal and Gem Producers
  • RIT-4 - Resource Indemnity Trust Tax - Coal Producers
New Hire Reporting Forms

Effective July 2007, the New Hire Reporting Program will be administered by the Montana Department of Public Health and Human Services, Child Support Enforcement Division.  To find information and reporting forms, click here.

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One-Stop Licensing Forms

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Pass-Through Entity Forms: S-Corporation, Partnership, and Disregarded Entity

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Please note: Pass-Through Entity forms from previous years have been moved to another page. Please click here to find past years forms.

2007 Forms

  • CLT-4S - Small Business Corporation Booklet
  • CLT-4S - fill-in form - Montana S Corporation Information and Composite Tax Return
  • DER-1 - Montana Disregarded Entity Information Return
  • FPC - Film Production Credit
    • FPC - fill-in form - Film Production Credit
  • FPC-AF - Film Production Credit Application Fee
  • FPC-RD - Residency Declaration
    • FPC-RD - fill-in form - Residency Declaration
  • FPC-PP - Fill-in form - Film Production Credit-Submission of Costs-End of Principal Photography
  • Pass-through Entity Tax Payment Form
  • PR-1 - Montana 2007 Partnership Booklet
    • PR-1 - fill-in form - 2007 Montana Partnership Information and Composite Tax Return
  • PT-AGR - Pass-through Entity Owner Tax Agreement
  • PT-STM - Second Tier Pass-through Entity Owner Statement
  • PT-WH - Montana Income Tax Withheld for a Nonresident Individual, Foreign C Corporation, or Second Tier Pass-through Entity
 Property Tax Forms (locally assessed)

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  • 488 (RTC) - Realty Transfer Certificate   Important Information about the RTC
  • AB-3 - Application for Agricultural Classification of Lands
  • AB-3T - Application for Forestland Classification
  • AB-8 - Application for Separate Assessment of Undivided Interest in Mining Claim Property
  • AB-13 - Application for Nonproductive, Patented Mining Claim Status
  • AB-14 - Application for Tax Incentive Assessment of Energy Generating Property
  • AB-23 - Application For Residential Appraisal of Property for Taxation Purposes
  • AB-25 - Natural Disaster Application
  • AB-26 - Request for Informal Review
  • AB-38 - Pre- 1977 Mobile Home Ownership Change Request
  • AB-60C - Commercial Sales Verification
  • AB-60M - Manufactured Home Sales Verification
  • AB-60R - Residential Sales Verification
  • AB-63 - Notice of Appeal Withdrawal
  • PPB-8 -  Application for Property Tax Assistance Program
  • PPB-8A - Disabled American Veteran Application

Payment Plan for Your Delinquent Tax Liability

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Power of Attorney

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Power of Attorney (POA) - Authorization to Disclose Tax Information

Tax Certificate Request Forms

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  • ATL - Assumption of Tax Liability
  • CR-T - Tax Certificate Request
  • INA-CT - Affidavit of Inactivity

Unclaimed Property Forms

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For Holders of Unclaimed Property

For Owners of Unclaimed Property

Withholding Forms

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