The Montana 2EZ form is a simplified income tax return specifically designed for Montana residents who are filing as single or married filing jointly without dependents. This form streamlines the process of reporting income, deductions, and tax liabilities, making it accessible for those with straightforward tax situations. Understanding the 2EZ form is essential for ensuring accurate and efficient tax filing in Montana.
The Montana 2EZ form is designed for residents filing their individual income tax returns in a straightforward manner. Specifically tailored for those who are single or married filing jointly without dependents, this form simplifies the process of reporting income and calculating tax liabilities. Key components include sections for personal information, income reporting, and deductions. Taxpayers must provide details such as wages, salaries, and other income sources, while also accounting for exemptions and standard deductions. The form allows for the calculation of total tax liability and offers options for direct deposit refunds. Additionally, it includes provisions for contributions to various charitable programs, ensuring that residents can support causes they care about while fulfilling their tax obligations. Understanding the layout and requirements of the Montana 2EZ form can make tax season less daunting and help ensure compliance with state tax laws.
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
M
D
2
0
Y
Spouse’s First Name and Initial
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
00
4.
Taxable interest and dividends. Include federal Schedule B if more than $1,500
5.
Unemployment compensation
Income
6.
.Add lines 3 through 5 and enter the result here. This is your federal adjusted gross income
7.
...................................................................................................Exempt unemployment compensation
8.
Exemption for certain taxed tips and gratuities....................................................................................... 8.
9.
Add lines 7 and 8; enter the result here. This is your total subtractions.
........................................................................................
10.
Subtract line 9 from line 6; enter the result here. This is your Montana adjusted gross income
11.
Enter your standard deduction from the worksheet on the back of this form
Liability
13.
Add lines 11 and 12; enter the result here. This is your total deductions and exemptions
12.
Enter $2,280 if your filing status is single or $4,560 if married filing jointly.
This is your exemption amount
Tax
14.
Subtract line 13 from line 10 and enter the result here, but not less than zero. This is your taxable income
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
16.
Enter your Montana income tax withheld. Include federal Form(s) W-2 and 1099. This is your total payments
17.
Enter your late file penalty, late payment penalty and interest here (see instructions)
Refundand
18.
Total voluntary check-off contribution programs from lines 18a through 18d
18b.
Child Abuse Prevention
$5
$10
other amount
*13CB0101*
18a.
Nongame Wildlife Program
Payments
18c. Ag Literacy in MT Schools
19.
the
..................
Add lines 15, 17 and 18; enter the result
here. This is
sum of your tax,
penalties, interest and contributions.
18d. MT Military Family Relief Fund
00 other amount
Tax,
20. If line 19 is greater than line 16, enter the difference
This is the amount you owe. ►20.
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
No
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
X
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.
Form 2EZ - Worksheets and Tax Table
Standard Deduction Worksheet
1.
Enter your Montana adjusted gross income from Form 2EZ, line 10 here
2.
Multiply the amount on line 1 by 20% (0.20) and enter the result here
Enter the amount below that corresponds to your filing status here
• 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.
Enter the amount from line 2 or 3, whichever is smaller
Enter the amount below that corresponds to your filing status
• 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.
Enter here and on Form 2EZ, line 11, the amount from line 4 or line 5, whichever is larger. This is your standard deduction
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).
Enter here your 2013 total tax liability as reported on Form 2EZ, line 15
Multiply line 1 by 90% (0.90) and enter the result here
Enter the amount from Form 2EZ, line 16 here
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
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
Enter the smaller of line 2 or line 5 here
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
Multiply line 8 by 0.05320 and enter the result here
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
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
2013 Montana Individual Income Tax Table
If Your Taxable
But Not
Multiply
And
This Is
Income Is
More Than
Your Taxable
Subtract
Your Tax
Income By
$0
$2,800
1% (0.010)
$4,900
2% (0.020)
$28
$7,400
3% (0.030)
$77
$10,100
4% (0.040)
$151
$13,000
5% (0.050)
$252
$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
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