Who is required to file a Montana state tax return?

Who is required to file a Montana state tax return?

IF your filing
status is
AND at the end of
the year you were
THEN you should file a tax return if your federal gross income, excluding unemployment compensation was
at least
Single, or married
filing separately
Under 65  
 Over 65
$4,830
 $7,410
Head of household
Under 65 
Over 65 
$9,660
$12,240
Married filing jointly
with your spouse
Both under 65 
One spouse 65 or older
Both 65 or older
 
$9,660
$12,240
$14,820
 

 

 

If during the tax year you were a resident or partyear resident of Montana, or if you were a nonresident who received Montana source income and your federal gross income, excluding unemployment compensation, is equal to or greater than the threshold for your filing status as listed in the chart below, you need to file a Montana income tax return.

 

You are entitled to an additional exemption if you are blind or your spouse is blind. Increase your federal gross income by $2,560 to determine if you are required to file.

 

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