Montana Form 2Ez – Fill Out and Use This PDF

The Montana 2EZ form is a simplified individual income tax return designated for Montana residents who are either single or married filing jointly without dependents. It streamlines the process of filing taxes by providing a concise format for taxpayers who meet specific criteria, such as having a straightforward financial situation without the need for itemized deductions. For those looking to file their taxes without hassle, the Montana 2EZ form offers a straightforward path. Click the button below to begin filling out your form.

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Montana Form 2Ez PDF Details

The Montana 2EZ form serves as a simplified income tax return for residents of Montana who are either single or married filing jointly, with the notable stipulation of having no dependents. Designed to streamline the tax filing process, this form assists eligible filers by focusing on essential income sources, such as wages, salaries, tips, taxable interest, dividends, and unemployment compensation. It also guides filers through adjustments to their federal adjusted gross income, allowing for specific subtractions that lead to the determination of the Montana adjusted gross income. Furthermore, the form provides a straightforward methodology for calculating tax liability, incorporating standard and personal exemptions alongside tax deductions, ultimately helping taxpayers ascertain their tax due or refundable amount. Additionally, the form outlines procedures for reporting and calculating penalties, interest on underpayments of estimated taxes, and options for making voluntary contributions to state funds. Notably, this form suggests alternative forms for individuals who might benefit more from itemized deductions or who have more complex tax situations, ensuring that every taxpayer can navigate their tax obligations within Montana efficiently.

Question	Answer
Form Name	Montana Form 2Ez
Form Length	2 pages
Fillable?	No
Fillable fields	0
Avg. time to fill out	30 sec
Other names	2EZ 2012 Booklet 2012 montana form 2ez

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2013 Montana Individual Income Tax Return

Form 2EZ

Income tax return for a Montana resident ﬁling as single or married ﬁling jointly with no dependents

Mark this box if this is an amended

return.

First Name and Initial

Last Name

Social Security Number

Deceased? Date of Death

Spouse’s First Name and Initial

Last Name

Spouse’s Social Security Number Deceased? Date of Death

Mailing Address

City

State

Zip+4

Filing Status (Mark only one box.)

1. Single

2.Married ﬁling jointly Note: If you are 65 or older, Form 2M or Form 2 would be a better option for you.

Enter amounts corresponding to your federal tax return. Round to nearest dollar. If no entry, leave blank.

	3.	Wages, salaries, tips, etc. Include federal Form(s) W-2											3.			00
	4.	Taxable interest and dividends. Include federal Schedule B if more than $1,500											4.
	4.												4.			00
	5.	Unemployment compensation											5.
	5.	Unemployment compensation											5.			00
																00
Income	6.	.Add lines 3 through 5 and enter the result here. This is your federal adjusted gross income											6.			00
Income	7.	...................................................................................................Exempt unemployment compensation									7.			00
	8.	Exemption for certain taxed tips and gratuities....................................................................................... 8.												00
	9.	Add lines 7 and 8; enter the result here. This is your total subtractions.						........................................................................................					9.			00
	10.	Subtract line 9 from line 6; enter the result here. This is your Montana adjusted gross income											10.
	10.												10.			00
	11.	Enter your standard deduction from the worksheet on the back of this form											11.
	11.												11.			00
Liability	13.	Add lines 11 and 12; enter the result here. This is your total deductions and exemptions											13.
Liability	13.												13.			00
	12.	Enter $2,280 if your ﬁling status is single or $4,560 if married ﬁling jointly.						This is your exemption amount					12.			00
Tax	14.	Subtract line 13 from line 10 and enter the result here, but not less than zero. This is your taxable income											14.
Tax	14.												14.			00
	15.	Enter your tax from the tax table on the back of this form. If line 14 is zero, enter zero. This is your total tax liability											15.
	15.												15.			00
	16.	Enter your Montana income tax withheld. Include federal Form(s) W-2 and 1099. This is your total payments											16.
	16.												16.			00
	17.	Enter your late ﬁle penalty, late payment penalty and interest here (see instructions)											17.
	17.												17.			00
Refundand	18.	Total voluntary check-off contribution programs from lines 18a through 18d											18.
	18.												18.			00

		18b.	Child Abuse Prevention		$5		$10			other amount	13CB0101
		18b.	Child Abuse Prevention		$5		$10		00	other amount	13CB0101
		18a.	Nongame Wildlife Program		$5		$10		00	other amount
Payments		18c. Ag Literacy in MT Schools			$5		$10			other amount
	19.	18c. Ag Literacy in MT Schools			$5	the	$10		00	other amount		..................	19.			00
	19.	Add lines 15, 17 and 18; enter the result		here. This is		the	sum of your tax,		penalties, interest and contributions.				19.			00
													13CB0101
		18d. MT Military Family Relief Fund			$5		$10		00 other amount
Tax,
	20. If line 19 is greater than line 16, enter the difference								This is the amount you owe. ►20.
									This is the amount you owe. ►20.						00

Pay online at revenue.mt.gov. If writing a check, make it payable to MONTANA DEPARTMENT OF REVENUE.

21. If line 16 is greater than line 19, enter the difference

This is your refund. ►21.

Direct Deposit

1. RTN#

2. ACCT#

Your Refund

Complete 1, 2, 3, and 4

If using direct deposit, you are required to mark one box.

Checking

Savings

(please see instructions on

page 4).

Is this refund going to an account that is located outside of the United States or its territories?

Yes

Under penalties of false swearing, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete.

Your Signature is Required

Date

Daytime Telephone Number

Spouse’s Signature

Date

Paid Preparer’s Signature

Paid Preparer’s PTIN/SSN

Firm’s FEIN

Mark this box

Third Party Designee

Third Party Designee’s Printed Name

if you do not

Do you want to allow another person (such as a paid

want forms and

preparer) to discuss this return with us (see page 5)?

instructions mailed

Third Party Designee’s Phone Number

to you next year.

Yes

Form 2EZ - Worksheets and Tax Table

Standard Deduction Worksheet

1.	Enter your Montana adjusted gross income from Form 2EZ, line 10 here	1.
2.	Multiply the amount on line 1 by 20% (0.20) and enter the result here	2.
3.	Enter the amount below that corresponds to your ﬁling status here	3.
	• If your ﬁling status is single (ﬁling status 1), enter $4,270. This is your maximum standard deduction.
	• If your ﬁling status is joint (ﬁling status 2), enter $8,540. This is your maximum standard deduction.
4.	Enter the amount from line 2 or 3, whichever is smaller	4.
4.	Enter the amount from line 2 or 3, whichever is smaller	4.
5.	Enter the amount below that corresponds to your ﬁling status	5.
5.		5.
	• If your ﬁling status is single (ﬁling status 1), enter $1,900. This is your minimum standard deduction.

	• If your ﬁling status is joint (ﬁling status 2), enter $3,800. This is your minimum standard deduction.
6.	Enter here and on Form 2EZ, line 11, the amount from line 4 or line 5, whichever is larger. This is your standard deduction	6.
6.		6.

Calculation of Interest on Underpayment of Estimated Taxes – Short Method Worksheet (If you made estimated tax payments, Form 2M or Form 2 would be a better option for you.)

Montana law requires you to pay your income tax liability throughout the year. You can make your payments through employer withholding, through installment payments of estimated taxes, or through a combination of employer withholding and estimated tax payments. You are not required to make estimated tax payments if one of the following conditions applies to you:

•Your combined tax liability after you applied your withholding and estimated tax payments is less than $500.

•You did not have a 2012 income tax liability and you were a citizen or resident of the United States the entire year.

•You retired in either 2012 or 2013 after reaching the age of 62.

•You became disabled in either 2012 or 2013.

•You are a farmer or rancher and 66-2/3% of your 2013 gross income is derived from your farming and ranching operation. Your 66-2/3% farming and ranching income is determined annually and is based on your 2013 gross income. Montana does not apply a “lookback” provision in determining farming and ranching gross income.

If you did not pay in advance at least 90% of your 2013 income tax liability (after applying your credits) or 100% of your 2012 income tax liability (after applying your credits), you may have to pay interest on the underpayment of your estimated taxes.

If you are required to pay interest on your underpayment, you can use this short method to determine your interest, but only if one of the following conditions applies to you:

•You made no estimated tax payments (in other words, your only payments were Montana withholding); or

•You made four equal estimated payments by the required due dates.

If you are not eligible to use this short method to calculate your interest on your underpayment, use Montana Form EST-I, Interest on Underpayment of Estimated Tax Payments. This form is available on our website at revenue. mt.gov, or call us toll-free at (866) 859-2254 (in Helena, 444-6900).

1.	Enter here your 2013 total tax liability as reported on Form 2EZ, line 15	1.
2.	Multiply line 1 by 90% (0.90) and enter the result here	2.

3.	Enter the amount from Form 2EZ, line 16 here	3.

4.	Subtract line 3 from line 1 and enter the result here. If your result is $500 or less, stop here; you do not owe interest on your

	underpayment	4.
5.	Enter here the 2012 income tax liability that you reported on your 2012 Form 2, line 54; Form 2M, line 47; or Form 2EZ, line 15	5.

6.	Enter the smaller of line 2 or line 5 here	6.

7.	Enter the amount from Form 2EZ, line 16 here	7.

8.	Subtract line 7 from line 6 and enter the result here. If the result is zero or less, stop here; you do not owe interest on your

	underpayment. This is your total underpayment for 2013	8.
9.	Multiply line 8 by 0.05320 and enter the result here	9.

10.	If you paid the amount on line 8 before April 15, multiply the amount on line 8 by the number of days you paid before April 15, and

	then multiply by 0.0002192	10.
11.	Subtract line 10 from line 9 and enter the result here and on Form 2EZ, line 17. This is your interest on underpayment of

	estimated taxes	11.

2013 Montana Individual Income Tax Table

If Your Taxable	But Not	Multiply	And	This Is
Income Is	More Than	Your Taxable	Subtract	Your Tax
More Than	More Than	Income By	Subtract	Your Tax
$0	$2,800	1% (0.010)	$0
$2,800	$4,900	2% (0.020)	$28
$4,900	$7,400	3% (0.030)	$77
$7,400	$10,100	4% (0.040)	$151

If Your Taxable	But Not	Multiply	And	This Is
Income Is	More Than	Your Taxable	Subtract	Your Tax
More Than	More Than	Income By	Subtract	Your Tax
$10,100	$13,000	5% (0.050)	$252
$13,000	$16,700	6% (0.060)	$382
More Than $16,700		6.9% (0.069)	$532

For example:

Taxable income $6,800 X 3% (0.030) = $204.

$204 minus $77 = $127 tax

How to Edit Montana Form 2Ez Online for Free

Montana Form 2Ez can be filled out online without any problem. Simply open FormsPal PDF tool to finish the job promptly. Our tool is constantly developing to present the best user experience attainable, and that is because of our dedication to continual enhancement and listening closely to feedback from customers. Here's what you will want to do to start:

Step 1: Firstly, access the tool by pressing the "Get Form Button" in the top section of this webpage.

Step 2: Once you start the editor, you will find the document prepared to be filled in. Aside from filling out various blank fields, you can also perform some other things with the PDF, namely writing your own words, modifying the initial text, adding illustrations or photos, affixing your signature to the PDF, and more.

This PDF form will require specific information to be filled out, thus be certain to take the time to enter precisely what is required:

1. Start filling out the Montana Form 2Ez with a number of major blank fields. Get all of the important information and be sure absolutely nothing is left out!

2. Just after the first array of blanks is completed, go to enter the relevant information in these: b a i L x a T, d n u f e R d n a s t n e m y a P, x a T, Add lines and enter the result, Subtract line from line and, Enter your tax from the tax table, Enter your Montana income tax, Enter your late ﬁ le penalty late, a Nongame Wildlife Program, b Child Abuse Prevention, c Ag Literacy in MT Schools, d MT Military Family Relief Fund, other amount, other amount, and other amount.

How you can complete Montana Form 2Ez part 2

3. This next step is focused on Under penalties of false swearing, Daytime Telephone Number, Spouses Signature, Date, Date, X Paid Preparers Signature, Paid Preparers PTINSSN, Firms FEIN, Third Party Designee Do you want, Third Party Designees Printed Name, Third Party Designees Phone Number, Yes, and Mark this box if you do not want - fill out these blank fields.

It's simple to make a mistake while filling out the X Paid Preparers Signature, and so make sure that you look again before you submit it.

4. Filling out Standard Deduction Worksheet, Enter your Montana adjusted gross, Multiply the amount on line by, Enter the amount below that, cid, cid, If your ﬁ ling status is single ﬁ, If your ﬁ ling status is joint ﬁ, Enter the amount from line or, Enter the amount below that, cid, cid, If your ﬁ ling status is single ﬁ, If your ﬁ ling status is joint ﬁ, and Enter here and on Form EZ line is key in this step - don't forget to take the time and fill out every blank!

5. To conclude your form, the last area includes some additional blank fields. Filling in is derived from your farming and, Enter here your total tax, Multiply line by and enter the, Enter the amount from Form EZ, Subtract line from line and, underpayment, Enter here the income tax, Enter the smaller of line or, Enter the amount from Form EZ, Subtract line from line and, underpayment This is your total, Multiply line by and enter the, If you paid the amount on line, then multiply by, and Subtract line from line and should wrap up everything and you're going to be done in an instant!

Montana Form 2Ez conclusion process described (portion 5)

Step 3: Soon after proofreading the fields and details, hit "Done" and you're all set! Download the Montana Form 2Ez once you sign up at FormsPal for a 7-day free trial. Easily use the form from your personal cabinet, together with any edits and adjustments being conveniently kept! We don't share or sell any information that you use when completing forms at our site.

Montana Form 2Ez – Fill Out and Use This PDF

Montana Form 2Ez PDF Details

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