Podcast
Montana STATE REQUIRES THE FOLLOWING FORMS:
- Form 1099 ( 1099-MISC, 1099-NEC, 1099-K, 1099-B, 1099-R and 1099-G)
- Form W2 - Wage and Tax Statements
DEADLINE FOR MONTANA STATE FILING TAXES:
- January 31, 2024 - Montana Form 1099-MISC, 1099-NEC, 1099-R and 1099-G Filing deadline.
- March 31, 2024 - Montana Form 1099-K and 1099-B Filing deadline.
- January 31, 2024 -Montana Form W-2 Filing deadline.
Get started with Tax1099. We support the filing of Form 1099 and W-2 Forms with IRS and the State of Montana.
| Scenario 1 | Scenario 2 | Scenario 3 | Scenario 4 | |
|---|---|---|---|---|
| Form Name | No Montana state taxes withheld, payments do not exceed federal threshold. | No Montana state taxes withheld, payments made exceed federal threshold. | There were Montana state taxes withheld. | Mandatory Filing. |
| 1099-MISC | No filing required | Filing Method : CFSF | - | Filing Method : Electronic |
| Pricing : Free | - | Pricing : $0.99 per form | ||
| 1099-NEC | No filing required | Filing Method : CFSF | - | Filing Method : Electronic |
| Pricing : Free | - | Pricing : $0.99 per form | ||
| 1099-K | No filing required | Filing Method : CFSF | - | Filing Method : Electronic |
| Pricing : Free | - | Pricing : $0.99 per form | ||
| 1099-B | No filing required | Filing Method : CFSF | - | Filing Method : Electronic |
| Pricing : Free | - | Pricing : $0.99 per form | ||
| 1099-R | No filing required | Filing Method : CFSF | - | Filing Method : Electronic |
| Pricing : Free | - | Pricing : $0.99 per form | ||
| 1099-G | No filing required | Filing Method : CFSF | - | Filing Method : Electronic |
| Pricing : Free | - | Pricing : $0.99 per form | ||
| W-2 | - | - | - | Filing Method : Electronic |
| - | - | Pricing : $0.99 per form |
Note: If these dates fall on a weekend or a federal holiday, the deadline shifts to the next working day.
Yes, the State of Montana requires additional forms to be submitted with 1099 regardless of the filing method. Whether you e-file or paper file your 1099, you should attach Form MW-3.
- Late Filing of 1099:
- Not Paying Withheld Taxes on Time: Penalty options: 0.5% per month, up to 12% of unpaid taxes or 1.5% per month, up to 15% of unpaid taxes
- Underpayment: Penalty: 20% of unpaid taxes.
Minimum penalty: $50 or 5% of unpaid taxes per month.
Maximum penalty: 25% of unpaid taxes.
You can only submit paper forms by mail if the total is 50 or less. If the number of forms exceeds 250, you are required to electronically file them.
Mail 1099 forms to the given address:
Montana Department of Revenue,
PO Box 5835,
Helena, MT 59604-5835.
Yes! The State of Montana allows the filing of W-2s and 1099s electronically. It's important to note that the state requires e-filing if you're filing 250 or more W-2s.