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Montana
State Annual Filings
Form | Filing Requirements | Corrections |
|---|---|---|
1098 1098-E 1098-T 1099-A 1099-C 1099-LTC 1099-Q 1099-S 1099-SA 5498-ESA 5498-SA W-2G | Direct filing of all forms that are reportable to the IRS where the taxable state is Montana. | Corrections of directly filed forms are completed on paper. Only corrected statements are required. |
1099-B 1099-DIV 1099-G 1099-INT 1099-MISC 1099-NEC 1099-OID 1099-PATR 1099-R 5498 | Montana participates in the IRS Combined Federal/State Program but requires direct filing of all forms that are reportable to the IRS where the taxable state is Montana. | Corrections of directly filed forms are completed on paper. Only corrected statements are required. |
W-2 | Direct filing required of all W-2s that have dollars to report where the taxable state is Montana. | Corrections of directly filed forms are completed on paper. Only corrected statements are required. |
1099-K | Direct filing required of forms that are reportable to the IRS or that have an amount greater than $600 and the recipient state or taxable state is Montana. | N/A |
Filing Due Date
Last day of JanuaryFiling Method
Electronic UploadElectronic Filing URL
(Copy and paste this URL into your Internet browser)Filing Format
IRS 1220 for 1099 filings, SSA EFW2 for W-2 filingsCFS Participant
YesSupporting Documentation
Additional Information
- Complete Montana reconciliation Form MW-3 online after filings are uploaded.
- Direct filing of 1099-INT forms is required for Montana residents with reportable income in excess of $10 to other states (the taxable state on the form is not Montana). The IRS Combined Federal/State Program does not satisfy this filing requirement.
This article applies to:
- Product: ONESOURCE Tax Information Reporting
- State: Montana