What forms do I need to include with my Montana state tax return?

When filing your Montana state tax return, it is important to include certain forms and documents to ensure accuracy and fulfill your obligations. The specific forms you need to include may vary depending on your individual circumstances. However, common forms often required include the Montana Individual Income Tax Return (Form 2 or Form 2EZ), any relevant schedules (such as Schedule III for itemized deductions), and any necessary supporting documents including W-2s, 1099s, and other income statements. Additionally, if you are claiming certain credits or deductions, such as the Education Credit or the Elderly Homeowner/Renter Credit, you will need to include the respective forms and documentation. It is crucial to review the Montana Department of Revenue's official guidelines or consult with a tax professional to ensure you include all the required forms based on your specific tax situation.