Montana Form 2ez Individual Income Tax Forms And Instructions

Page 5

Instructions for ﬁ ling Montana Form 2EZ

Third Party Designee

Step 6. Sign, Assemble and File Your

If you want to allow your preparer, friend, family member,

Return

or any other person you choose to discuss your 2011

tax return with the department, mark the “Yes” box in the

► Did you...?

bottom of the signature block. You will also need to enter

● Get a conﬁ rmation that your Montana return was

your designee’s printed name and phone number. If you

accepted, if you are ﬁ ling electronically.

are ﬁ ling a joint return, you are automatically authorizing us

to discuss the joint return with either spouse, but you will

● Sign your tax return if you are ﬁ ling on paper.

still need to complete the third party designee section if you

● Fill out the third party designee section if you

wish to allow another person, such as a tax preparer, to

want to allow someone else to discuss your return

discuss your return with us.

with us.

If you do not complete the third party designee section

according to these instructions, we cannot discuss your

return with another person. By completing this section, you

Sign Your Return

are authorizing the designee to:

Your tax return is considered incomplete unless you sign

● Give us any information that is missing from your

it. If you are ﬁ ling a joint return, your spouse must also

return;

sign. Incomplete returns cannot be processed and require

● Call us for information about the processing of your

us to contact you for additional information. If you have

return or the status of your refund or payment(s); and

someone prepare your return, you are still responsible for

the correctness of the return. If you are ﬁ ling a joint return

● Respond to notices from us about math errors, offsets

as a surviving spouse, see FAQ

on page 10.

and return preparation.

You are not authorizing the designee to discuss any other

Electronic Return Signatures

tax year, receive any refund check, bind you to anything

If you are ﬁ ling your return electronically, you are not

or otherwise represent you before the Department. If you

required to actually sign your return. The act of ﬁ ling your

want to expand the designee’s authorization, please view

return electronically signiﬁ es your declaration, under the

information about granting someone power of attorney at

penalty of false swearing, that:

revenue.mt.gov.

● You are the taxpayer identiﬁ ed in the return; and

The authorization will automatically end no later than the

● The information in the return is true, correct, and

due date (without regard to extensions) for ﬁ ling your 2012

complete.

return. This is April 15, 2013 for most people.

Your ﬁ ling electronically, with this declaration, is your

For additional information, please see FAQ

on page 8.

signature.

Assemble Your Return

Daytime Phone Number

Please include all Form(s) W-2 and 1099 you received

Providing your daytime phone number may help speed

with your return. If you forget to send your Form(s) W-2 or

the processing of your return. We may have questions

other withholding forms with your return, do not send them

about items on your return and if you are able to answer

separately, or with another copy of your tax return. Wait

our questions over the phone, we may be able to continue

until we request them from you.

processing your return without mailing you a letter. If you

If you are ﬁ ling your return on paper, please assemble your

are ﬁ ling a joint return, you can enter either your or your

return, without using staples, in the following order:

spouse’s daytime phone number.

Paid Preparer

Anyone you pay to prepare your return must sign it and

include his or her Preparer Tax Identiﬁ cation Number

(PTIN) in the space provided. Preparers should have a

PTIN, but the preparer’s Social Security Number (SSN)

may be used when the paid preparer does not have a

PTIN. The paid preparer must also include his or her

ﬁ rm’s Federal Employer Identiﬁ cation Number (FEIN), if

applicable. The preparer must give you a copy of the return

for your records. Someone who prepares your return but

does not charge you should not sign your return or include

their PTIN or SSN.

Montana Form 2ez Individual Income Tax Forms And Instructions - 2011 Page 8

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