Montana payroll tax form information

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Select a state from the drop-down list or visit the State-specific payroll tax form information topic to view payroll tax form information for that state.

Unemployment forms

Agency: Unemployment Insurance Division

Website: http://uid.dli.mt.gov/

Description Approval Information Filing Methods Web fill-in Form Due Date
UI-5 Non-submittable only Web fill-in, Electronic No Last day of the following month
UI-5A Non-submittable only Web fill-in, Electronic No Last day of the following month
UI-5G Non-submittable only Web fill-in, Electronic No Last day of the following month
UI-5 Voucher Approved Paper No Last day of the following month

Withholding forms

Agency: Department of Revenue

Website: http://revenue.mt.gov/

Description Approval Information Filing Methods Web fill-in Form Due Date
MW-1 Approved Paper, Electronic No By deposit schedule
MW-3 Approved Paper, Electronic No January 31st
W-2 Copy 1 Available up to 2023 (No approval required) Paper, Electronic No January 31st

Other forms

1099 forms

Description Approval Information Filing Methods Web fill-in Form Due Date
1098 No approval required Internet No February 28th
1099-A No approval required Internet No February 28th
1099-B No approval required Internet No February 28th
1099-DIV No approval required Internet No February 28th
1099-G No approval required Internet No February 28th
1099-INT No approval required Internet No February 28th
1099-MISC No approval required Internet No February 28th
1099-OID No approval required Internet No February 28th
1099-PATR No approval required Internet No February 28th
1099-R No approval required Internet No February 28th
1099-S No approval required Internet No February 28th
1099-SA No approval required Internet No February 28th
5498 No approval required Internet No February 28th
5498-SA No approval required Internet No February 28th
W-2G No approval required Internet No February 28th
1099-NEC No approval required Internet No January 31st

See also: State 1099 files overview

Note: The files are created when the forms include state withholding amounts.

State website: www.revenue.mt.gov

Form processing tips

To process Form UI-5G, you need to do either of the following:

  • Mark the Reimbursable Employer checkbox in the Unemployment Rate dialog (click the Ellipsis button next to the UI base rate field in the State section of the Setup > Clients >Payroll Taxes tab.)
  • Mark the Government employer checkbox in the MT Additional Information dialog (click the Additional Information button for Montana in the Forms section of the Setup > Clients >Payroll Taxes tab.)

E-filing notes

Forms UI-5 and UI-5G

  • Registration required - No
  • File format - FSET

Form MW-3

  • Registration required - No
  • File format - FSET

Form MW-1

  • Registration required - No
  • File format - FSET

Form W-2 Copy 1

  • Registration required - No
  • File format - FSET

Note: There is a per-return transmission cost for electronically filing federal 94x forms; enrollment files do not accrue a fee. There is no additional transmission cost for electronically filing state forms. For more information, see Common questions about FSET.

State ID formats

Unemployment ID: 10 digits formatted as ##-#####-#-## (if user enters 10 digits then program will insert the dashes) or 14 digits formatted as ######-#-###-#### (if user enters 14 digits then program will insert the dashes)

Withholding ID: 8 digits

New hire reporting

Reporting methods

File Upload Type: Magnetic

General reporting requirements

Electronic filing required: No
Filing frequency: Twice monthly
Registration required: No

Website:

Related topics

State-specific payroll tax form information

Processing state payroll tax forms

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