Who can apply
Applicants must be62+ at year-end, meet Montana and home-occupancy duration rules and pass the total-household-income test.
What help is available
The amount depends on household income, rent and property tax. Renters and homeowners can qualify.
Documents to prepare
- Income for all household members.
- Rent or property-tax records.
- Age and occupancy information.
How to get started
Check eligibility
Use Revenue’s credit page for the claim year.
Choose filing method
Use Form2 and Schedule2EC; eligible people without another filing requirement can use TAP’s credit route.
Submit and save
Retain calculations and the filing confirmation.
After applying
A person without a normal income-tax filing requirement still needs to claim the credit.
Website screenshots
These images show the pages captured in August 2026. Website screens and rules may have changed.
Common questions
Can renters qualify?
Yes.
Is it refundable?
Yes.
Does only my income count?
The rule uses total household income.
Can nonfilers claim it?
Eligible people can use the designated credit filing route.
Sources and review
Content checked October 1, 2026 using Elderly credit eligibility; TAP filing options. Current eligibility and the final decision remain with the program.
Historical screenshots: source reference.