Montana Form 2ez Individual Income Tax Forms And Instructions

Instructions for ﬁ ling Montana Form 2EZ

Page 2

Filing Status - (Mark only one box)

Line 8 – Exemption for Certain Taxed Tips and

Gratuities

Box 1 – Single

You can subtract any tips and gratuities that you received

You can claim this ﬁ ling status if on December 31, 2011,

from customers while you worked in the food, beverage

you:

or lodging industry. These tips and gratuities are included

● were single,

in the amount on line 3 above. All other tips and gratuities

that you received for providing services in other kinds of

● were legally separated according to your state law

businesses—such as hair stylists, paper carriers and river

under a decree of divorce or separate maintenance, or

guides—are not excluded.

● were widowed before January 1, 2011 and you did not

remarry in 2011.

Line 9 – Total Subtractions

If you are married, you cannot ﬁ le separate Form 2EZ

Add lines 7 and 8; enter the result. This is your total

returns. You will have to ﬁ le a joint tax return with your

subtractions.

spouse on Form 2M or 2EZ or ﬁ le separately using Form 2.

Line 10 – Montana Adjusted Gross Income

Box 2 – Married Filing Jointly

Subtract line 9 from line 6 and enter the result on line 10.

You can claim this ﬁ ling status if:

This is your Montana adjusted gross income.

● you were married as of December 31, 2011, even if you

Please be sure to save

did not live with your spouse at the end of 2011, or

Electronic Filers:

the tax information that you have entered.

● your spouse died in 2011 and you did not remarry in

2011, or

Step 3. Tax Liability (Lines 11-15)

● you were married as of December 31, 2011 and your

spouse died in 2012 before ﬁ ling a 2011 tax return.

► Are you ready?

You and your spouse can ﬁ le a joint tax return even though

● Fill out the standard deduction worksheet on the

one of you has no income or deductions, but please note

back of Form 2EZ.

that both spouses have to sign the tax return.

► Did you...?

Please be sure to save

Electronic Filers:

● Subtract the amount indicated in column B of the

the tax information that you have entered.

tax table in these instructions after you multiply

your income by the percentage in column A.

Step 2. Income (Lines 3-10)

► Are you ready?

Line 11 – Standard Deduction

● Fill out your 2011 federal tax return.

To calculate your standard deduction, complete the

worksheet found on the back of Form 2EZ and enter the

► Did you...?

result.

● Enter the amount of exempt unemployment

income on line 7 if you report unemployment

Line 12 – Exemption Amount

income on line 5.

If you marked box “1. Single” at the top of Form 2EZ, enter

$2,190. If you marked box “2. Married ﬁ ling jointly,” enter

$4,380.

Lines 3 through 5

On lines 3 through 5, enter the amounts that you reported

Line 13 – Total Deductions and Exemptions

for these items on your federal individual income tax return,

Add lines 11 and 12; enter the result. This is your total

Form 1040, 1040A or 1040EZ.

deductions and exemptions.

Line 6 – Calculate Your Federal Income

Line 14 – Montana Taxable Income

Add lines 3 through 5 and enter the result here. This is

Subtract line 13 from line 10 and enter the result. Do

your federal adjusted gross income that should match your

not enter a number less than zero. This is your Montana

federal tax return.

taxable income.

Line 7 – Exempt Unemployment Compensation

Tax Computation

If you have received unemployment beneﬁ ts from Montana

or from another state, these beneﬁ ts are exempt from

Line 15 – Total Tax Liability

Montana tax. Enter the same amount that you put on line 5

Use the following table and worksheet to calculate your tax.

above.

The tax table is also on the back of Form 2EZ.

Montana Form 2ez Individual Income Tax Forms And Instructions - 2011 Page 5

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