Montana Form 2ez Individual Income Tax Forms And Instructions - 2011 Page 4
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Instructions for fi ling Montana Form 2EZ
Steps to Completing Your Return
Step 1
Personal Information ............................................... 1
Step 2
Income ...................................................................... 2
Step 3
Tax Liability .............................................................. 2
Step 4
Tax, Payments and Refund ..................................... 3
Step 5
Direct Deposit Information ..................................... 4
Step 6
Sign, Assemble and File Your Return .................... 5
FAQs
Frequently Asked Questions .................................. 6
● Decide if you will fi le electronically or use a paper tax
What’s New for 2011?
return. This booklet is designed to help you fi le by
either method.
Montana Due Dates Now Impacted by Federal
● If you fi le a paper return, remember to sign it.
Actions
● File your Montana tax return (include your payment, if
The due date for fi ling a Montana income tax return will
s
taxes are due) by April 17, 2012. See FAQ
on page
now be extended if it falls on a holiday that causes the
9 for information about receiving an extension.
federal fi ling date to be extended. For example, your
Montana tax return will be due April 17, 2012 (April 15 is
● When fi nished, please accept our thanks for a job well
a Sunday, and April 16 is Emancipation Day, a holiday
done!
observed in the District of Columbia so the federal due date
is extended). This is also true for any applicable payment
Step 1. Personal Information
dates. Additionally, taxpayers in federally declared disaster
areas may benefi t from extended due dates or the waiver of
► Are you ready?
penalties and interest.
● Gather any updated personal information.
Rate Changed for Withholding on Lottery
► Did you...?
Winnings
● Use blue or black ink if you are fi ling on paper.
If you have lottery winnings in excess of $5,000, please
● Ensure that the correct social security number is
note that the withholding rate has been reduced from 10%
entered and matches the number on your W-2(s).
to 6.9%. This change was effective as of July 1, 2011.
● List your mailing address.
● Mark a fi ling status box.
Third Party Designee
In order to continue to protect your personal information,
we added a section for a third party designee to the
bottom of the form. It includes a box to check to allow you
Heading
to designate another person to talk to us about your tax
Print your name, mailing address and social security
t
return. Please see FAQ
on page 8 for more information.
number in the spaces provided. If you are married, enter
your spouse’s name and social security number.
Getting Started
If either the primary taxpayer or the spouse died during the
tax year, enter the date of death in the fi eld next to his or
These simple steps will help you complete and fi le your
her name. Please include a copy of the federal Form 1310
Montana tax return.
unless fi ling status 2 (married fi ling jointly) is used on this
● Complete your federal tax return.
return.
● Determine if Montana Form 2EZ is right for you. See
FAQ
w
on page 7.
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