2013 Montana Individual Income Tax Return

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Form 2
2013 Montana Individual Income Tax Return
For the year Jan 1 – Dec 31, 2013 or the tax year beginning
First Name and Initial
Mark all
that apply.
M M D D 2 0 1 3
M M D D 2 0 Y Y
and ending
Social Security Number
Last Name
Deceased? Date of Death
M M D D 2 0 Y Y
Amended
Return
Spouse’s First Name and Initial
NOL
Carryback
Mailing Address
Spouse’s Social Security Number
Last Name
Deceased? Date of Death
M M D D 2 0 Y Y
City
State
Zip+4
1 Single
2 Married filing jointly
Filing Status
Mark only one
box.
3a Married filing separately on the same form
3b Married filing separately on separate forms
3c Married filing separately and spouse not filing
Spouse’s SSN (for lines 3b and 3c)
4 Head of household
Residency
Status
Mark only one
box.
5a Resident full year
Resident Part-Year Required Information
5b Nonresident full year
5c Resident part-year
North Dakota reciprocity
(see instructions on page 3)
M M D D Y Y Y Y
State moved to
State moved from
Last Name
Social Security Number
Relationship
Mark if Disabled
Dependents
First Name
Date of change
Exemptions
Column A (for single,
joint, separate, or head
of household)
6a X Yourself
65 or older
Blind
Enter number marked ...........
6a
6b
65 or older
Blind
Enter number marked ...........
6b
Spouse
6c Enter the total number of dependents. If more than 4 dependents, see instructions on page 4 ............
6c
6d Add lines 6a through 6c and enter total exemptions here ......................................................................
6d
Column B (for spouse
when filing separately
using filing status 3a)
Enter amounts on lines 7 through 38 corresponding to your federal return. Round to nearest dollar. If no entry, leave blank.
7 Wages, salaries, tips, etc. Include federal Form(s) W-2 .........................................................................
7
00
00
8a Taxable interest. Include federal Schedule B if required ........................................................................
8a
00
00
9 Ordinary dividends. Include federal Schedule B if required....................................................................
9
00
00
10 Taxable refunds, credits, or offsets of state and local income taxes ......................................................
10
00
00
Federal Income
8b Tax-exempt interest. Do not include on line 8a...
8b
00
00
11 Alimony received ....................................................................................................................................
11
00
00
.......
12
00
00
13 Capital gain or (loss). Include federal Schedule D if required ................................................................
13
00
00
14 Other gains or (losses). Include federal Schedule 4797.........................................................................
12 Business income or (loss). Include federal Schedule C or C-EZ.
NAICS:
14
00
00
15a IRA distributions.
15a
00
00
Taxable amount ........ 15b
00
00
16a Pensions and annuities.
16a
00
00
Taxable amount ........ 16b
00
00
00
17 Rental real estate, royalties, partnerships, S corporations, trusts. Include federal Schedule E .............
17
00
18 Farm income or (loss). Include federal Schedule F ................................................................................
18
00
00
19 Unemployment compensation ................................................................................................................
19
00
00
Taxable amount ......... 20b
00
00
Amount ............
21
00
00
22 Add the amounts in columns A and B for lines 7 thru 21. This is your total income............................
22
00
00
20a Social security benefits.
20a
00
00
21 Other income; list type.
*13CE0101*
*13CE0101*
Federal Adjusted Gross Income
Form 2, Page 2 – 2013
Social Security Number:
Column A (for single,
joint, separate, or head
of household)
23 Your total income from line 22 .............................................................................................................
23
00
00
24 Educator expenses ..............................................................................................................................
24
00
00
25 Certain business expenses of reservist, etc. Include federal Form 2106 or 2106-EZ .........................
25
00
00
26 Health savings account deduction. Include federal Form 8889 ...........................................................
26
00
00
27 Moving expenses. Include federal Form 3903.....................................................................................
27
00
00
28 Deductible part of self-employment tax. Attach federal Schedule SE .................................................
28
00
00
29 Self-employed SEP, SIMPLE, and qualified plans...............................................................................
29
00
00
30 Self-employed health insurance deduction..........................................................................................
30
00
00
31 Penalty on early withdrawal of savings................................................................................................
31
00
00
32a Alimony paid ........................................................................................................................................
32a
00
00
33 IRA deduction ......................................................................................................................................
33
00
00
34 Student loan interest deduction ...........................................................................................................
34
00
00
35 Tuition and fees ...................................................................................................................................
35
00
00
36 Domestic production activities deduction. Include federal Form 8903 ................................................
36
00
00
37 Add lines 24 through 36 and enter the result here.
Federal write-ins ......................
37
00
00
38 Subtract line 37 from line 23 and enter the result here........................................................................
38
00
32b Recipient’s SSN............................ 32b
Montana AGI
38a Combine amounts on line 38 columns A and B and enter here. This is your federal adjusted gross income. ....
Taxable Income
38a
00
00
39 Enter Montana additions to federal adjusted gross income from Form 2, page 4, Schedule I,
line 17 ..................................................................................................................................................
39
00
00
40 Enter Montana subtractions from federal adjusted gross income from Form 2, page 5,
Schedule II, line 35 ..............................................................................................................................
40
00
00
41 Add lines 38 and 39; subtract line 40. This is your Montana adjusted gross income. .........................
41
00
00
42 Deductions
Tax, Nonrefundable Credits and Recapture
Column B (for spouse
when filing separately
using filing status 3a)
Must mark
one box.
}
Standard Deduction (see Worksheet V on page 46)
OR
Itemized Deductions (from Form 2, Schedule III, line 30) ................
42
00
00
43 Subtract line 42 from line 41 and enter the result here........................................................................
43
00
00
44 Exemptions (All individuals are entitled to at least one exemption.) Multiply $2,280 by the
number of exemptions on line 6d and enter the result here ................................................................
44
00
00
45 Subtract line 44 from line 43 and enter the result here. This is your taxable income. .....................
45
00
00
46 Tax from the tax table on page 7 or from Form 2, page 4. If line 45 is zero or less than zero,
enter zero ............................................................................................................................................
46
00
00
47 2% capital gains tax credit ...................................................................................................................
47
00
00
48 Subtract line 47 from line 46; enter the result here, but not less than zero.
This is your resident tax after capital gains tax credit...................................................................
48
00
00
48a Nonresident, part-year resident tax after capital gains tax credit. Enter here the amount from
Form 2, Schedule IV, line 25, but not less than zero ...........................................................................
48a
00
00
49 Tax on lump-sum distributions. Include federal Form 4972 .................................................................
49
00
00
50 Add lines 48 or 48a and 49 and enter the result here. This is your total tax. ...................................
50
00
00
51 Enter the amount from Form 2, Schedule V, line 23, but do not enter an amount larger than the
amount on line 50. This is your total nonrefundable credits. .........................................................
51
00
00
52 Recapture tax(es) (see instructions on page 8)
.....
52
00
00
53 Add lines 50 and 52, then subtract the amount on line 51 and enter the result here.
This is your 2013 tax liability. ...........................................................................................................
53
00
00
Code
Code
Questions? Call us toll free at (866) 859-2254 or in Helena at 444-6900 or TDD (406) 444-2830 for hearing impaired.
*13CE0201*
*13CE0201*
Form 2, Page 3 – 2013
Social Security Number:
Penalties, Interest and Contributions
Payments and Refundable Credits
Column A (for single, joint,
separate, or head
of household)
Column B (for spouse
when filing separately
using filing status 3a)
54 Your 2013 tax liability from line 53 .....................................................................................................
54
00
00
55 Montana income tax withheld. Include federal Form(s) W-2 and 1099 .............................................
55
00
00
56 Montana mineral royalty tax withheld. Include federal Form(s) 1099-MISC and Montana Schedule(s) K-1
56
00
00
57 Montana pass through entity withholding. Include Montana Schedule(s) K-1 ...................................
57
00
00
58 2013 estimated tax payments and amount applied from your 2012 return .......................................
58
00
00
59 2013 extension payments from Form EXT-13 ...................................................................................
59
00
00
60 Refundable credits from Form 2, Schedule V, line 29 .......................................................................
60
00
00
61 If filing an amended return: Payments made with original return ...................................................
61
00
00
62 If filing an amended return: Previously issued refunds ..................................................................
62
00
00
63 Add lines 55 through 61. Subtract line 62, enter the result here. This is your total payments. ......
63
00
00
64 If line 54 is greater than line 63, subtract line 63 from line 54. This is your tax due. ......................
64
00
00
65 If line 63 is greater than line 54, subtract line 54 from line 63. This is your tax overpaid. ..............
65
00
00
66 Interest on underpayment of estimated taxes (see instructions on page 10) ........................................................................... 66
If applicable, mark appropriate box:
2/3 farming gross income
Estimated payments were made using the annualization method
00
67 Late file penalty, late payment penalty and interest (see instructions on page 10) ..................................................................
67
00
68 Other penalties (see instructions on page 11) ..........................................................................................................................
68
00
69 Total voluntary check-off contribution programs from lines 69a through 69d ...........................................................................
69
00
70
00
71
00
69a
Nongame Wildlife Program
$5
$10
69b
Child Abuse Prevention
$5
$10
00 other amount
00 other amount
69c
Agriculture Literacy in Montana Schools
$5
$10
00 other amount
69d
Montana Military Family Relief Fund
$5
$10
00 other amount
70 Add lines 66 through 69 and enter the result. This is the sum of your total penalties, interest and contributions. .........
Amount You Owe
or Your Refund
71 If you have tax due (amount on line 64), add lines 64 and 70 OR, if you have a tax overpayment (amount on line 65)
and it is less than line 70, subtract line 65 from line 70. Enter the result here. If married filing separately and there are
amounts on lines 64 and 65, please see instructions on page 12 ..................................... This is the amount you owe. ►
Pay online at revenue.mt.gov. If writing a check, make it payable to MONTANA DEPARTMENT OF REVENUE.
72 If you have a tax overpayment (amount on line 65) and it is greater than line 70, subtract line 70 from line 65 and enter
the result here. This is your overpayment. ............................................................................................................................
72
00
73 Enter the amount from line 72 that you want applied to your 2014 estimated taxes ................................................................
73
00
74 Subtract line 73 from line 72 and enter the result here.....................................................................This is your refund. ►
74
00
Direct Deposit
Your Refund
Complete 1, 2, 3 and 4
(please see instructions on
page 12).
2. ACCT#
1. RTN#
3. If using direct deposit, you are required to mark one box.
Checking
Savings
4. Is this refund going to an account that is located outside of the United States or its territories?
Yes
No
Under penalties of false swearing, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete.
Your Signature is Required
Date
X
Paid Preparer’s Signature
Paid Preparer’s PTIN/SSN
Third Party Designee
Do you want to allow another person (such as a paid preparer) to
discuss this return with us (see page 13)?
Yes
Daytime Telephone Number
Spouse’s Signature
X
Third Party Designee’s Printed Name
Third Party Designee’s Phone Number
No
*13CE0301*
*13CE0301*
Date
Firm’s FEIN
Mark this box
if you do not
want forms and
instructions mailed
to you next year.