Connect With Us
Who must file a Montana individual income tax return?
If you are a resident, nonresident, or a part-year resident, you have to file a Montana individual income tax return when you have Montana source income and your federal gross income, excluding unemployment compensation, is equal to or greater than the corresponding amounts that are identified in the chart below.
| IF your filing status is... | AND at the end of 2011 you were... |
THEN you should file a return if your federal gross income, excluding unemployment compensation was at least... |
| Single, or married filing separately | Under 65 | $3,860 |
| 65 or older | $5,970 | |
| Head of Household | Under 65 | $5,610 |
| 65 or older | $7,720 | |
| Married filing jointly with your spouse | Both under 65 | $7,720 |
| One spouse 65 or older | $9,830 | |
| Both spouses 65 or older | $11,940 | |
| You are entitled to an additional exemption if you are blind or your spouse is blind. Increase your federal gross income by $ 2,140 to determine if you are required to file. | ||
CompleteTax Newsletter
Other Helpful FAQs
Popular Tax Guides
Helpful Tools
