Who can apply
Montana residency and same-year federal EITC eligibility matter. Part-year and special circumstances require the year-specific instructions.
What help is available
The credit is refundable. The 2025 rules use 10% of federal EITC; Revenue’s HB337 guidance increases it to 20% beginning tax year2026. Use the instructions for the year you are filing.
Documents to prepare
- Federal return and EITC calculation.
- Residency and earned-income records.
- Correct-year Montana forms.
How to get started
Determine the tax year
Do not apply a prior-year percentage automatically.
Prepare Form2
Use Revenue’s credit guidance and the applicable instructions.
File the state return
Use approved software or paper, retaining copies.
After applying
Confirm any allocation or reduction before filing.
Website screenshots
These images show the pages captured in August 2026. Website screens and rules may have changed.
Common questions
Is it refundable?
Yes.
Is federal EITC relevant?
Yes.
Can I claim it without filing state taxes?
A Montana return is required.
Is one percentage safe for every year?
No. Use the claim-year rules.
Sources and review
Checked October1,2026 using Revenue’s credit overview and HB337 tax-year changes. The credit percentage changes for tax year2026.
Historical screenshots: source reference.