State Electronic Filing Guide

Contact Information:

Department of Revenue
Dave Berg, Coordinator
125 N Roberts St
Helena, MT - 59601
Phone: 406-444-4070
Fax: 406-444-9372
Tax Refund Inquiries: 866-859-2254 or 406-444-6900
State Guide Details:

Grace Period : 10 days
E-filing Mandate : No
Form for opting out of mandate : n/a
Federal and State E-files Can Be Linked : Yes
State Can Be E-filed Separately : Yes
Return Types Accepted Electronically :
Resident : Yes
Part Year Resident : Yes
Non-Resident : Yes
Amended : Yes
Estimate Payments : No
Extension : No
Additional Return Types :
Accepts Returns With : Refund, Zero Balance, Balance Due
Direct Deposit of Refunds : Yes
Payment of Balance Due by :
Electronic Funds Withdrawal (Direct Debit) : Yes
Credit Card : Yes
Online ePayment : Yes
Signature Requirements : Act of e-filing is considered to be signature
Accepts eSignature : n/a
Supports PDF attachments : Yes
Tax year(s) supported for e-filing : Current tax year and two prior tax years
Drivers License or State ID Required : If your client was issued a driver’s license or state identification card, provide the requested information from it or indicate there is no applicable identification provided. An individual return cannot be filed electronically with the state if you do not provide a response on federal Screen IDAuth.
Average Refund Time :
E-filed Return : 7 days
Paper Return : 6 weeks
Application Requirements : Automatically accepts IRS approval
Special Considerations : See Montana publication, Specifications for Software Developers - Electronic Filing System

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