Montana 1099 Filing Requirements
The state of Montana requires certain businesses to file 1099 with Reconciliation Form MW-3.
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Your 1099 Filing Needs
- E-file 1099 with both Federal and State
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1099 Forms Required by Montana
The state of Montana requires the following types of 1099 forms
Form 1099-NEC
Nonemployee Compensation
Form 1099-MISC
Miscellaneous Information
Form 1099-K
Payment Card and Third-Party Network Transactions
Form 1099-INT
Interest Income
Form 1099-DIV
Dividends and Distributions
Form 1099-R
Distributions From Pensions, Annuities, etc.
Form 1099-B
Proceeds From Broker and Barter Exchange Transactions
Form 1099-G
Certain Government Payments
Form 1099-OID
Original Issue Discount
Form W-2G
Certain Gambling Winnings
Ready to start filing your 1099 with Montana?
Montana 1099 Filing Criteria
The State of Montana mandates 1099 filing based on the amount of state taxes withheld and the total payments you made.
| Criteria | Filing Requirement | Additional Form | Due Date |
|---|---|---|---|
|
If there is any Montana State Tax Withholding |
You must file a 1099 directly with the state E-file with TaxBandits |
Form MW-3 Montana Annual Withholdinng Tax Reconciliation |
January 31, 2025 |
| If there is no Montana State Tax Withholding |
1099 forms filed with the IRS are forwarded to Montana State through the CF/SF Program (Free with TaxBandits when you file your federal 1099 forms with us) E-file with TaxBandits |
Not Required (Must file Form MW-3 and Form 1099-MISC even if taxes are not withheld on mineral royalty payments) |
January 31, 2025 |
Ready to E-file 1099 Form with the Montana State?
Information Required to File 1099 Forms with Montana
Discover the key information needed to file Form 1099 with the State of Montana.
1. State/Payer’s state number
The payer's state identification number refers to the Montana Withholding Tax Account Number.
Montana State ID Format: Constant WTH followed by 10 digits (Eg: 9999999999 WTH)
2. Montana state income
The total amount of taxable income that is subject to Montana state income tax.
3. Montana state tax withheld
The total amount of state income taxes withheld from the recipient's income.
If you’ve withheld any Montana taxes, you must file Reconciliation Form MW-3.
E-file with Montana state in minutes using TaxBandits!
Montana Annual W-2 1099 Withholding Tax Reconciliation — Form MW-3
Form MW-3 is an Annual Reconciliation that reports the total income taxes withheld from employees/contractors and taxes remitted to the state. It's also used to claim an overpayment refund or pay if the taxes are underpaid.
Information Reported on MW-3:
- Number of 1099s and W-2s Submitted
- Montana Annual W-2 1099 Withholding Tax Reconciliation
- Total Montana withholding tax paid
- Breakdown of deposit period, deposit paid, tax withheld, tax paid, and the difference between them.
After filing 1099s, a PDF for state corrections will be available in TaxBandits. Download it and send it to the above-mentioned email.
Start filing your Montana 1099 return with TaxBandits!
TaxBandits – Simplifying Montana State 1099 Compliance
TaxBandits supports the e-filing of 1099 forms directly with the Montana Department of Revenue, ensuring compliance with state regulations.
Lowest Pricing
TaxBandits offers the most affordable solution for Montana 1099 filings, saving you both time and money.
State Filing Guidance
TaxBandits provides step-by-step instructions to effortlessly complete the state 1099 e-filing process from start to end.
State Form PDFs
Easily access and download Montana 1099 form PDFs for filing corrections or record-keeping purposes.
Free Resubmissions
If your 1099 forms are rejected by the Montana Department of Revenue, you can correct errors and resubmit them for free.
Start filing your Montana 1099 returns with TaxBandits by creating an account!
How to File Form 1099 with the State of Montana?
Create your free account and follow these simple steps to effortlessly e-file your 1099 with the federal and the state of Montana!
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Step 1: Choose Form 1099
Select the type of 1099 form you want to file.
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Step 2: Enter Form 1099 details
Complete the form using manual entry or other bulk import options. Ensure you complete the state-specific fields.
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Step 3:
Enter State Filing Information:
Provide the required Montana state details for Form 1099.
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Step 4: Choose Distribution Options
Opt for our distribution services – Postal Mailing, Online Access, or BanditComplete.
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Step 5: Review and Transmit
Review your form and transmit it to the IRS and state agencies.
Are you ready to begin e-filing your 1099 Form with Montana State? File in minutes with TaxBandits!
Frequently Asked Questions
Does Montana require 1099 filing?
Yes, the Montana Department of Revenue mandates the filing of 1099 Forms.
- If there is any state tax withholding, you must file 1099 Forms directly with the state.
- If there is no state tax withholding, the IRS will automatically forward your federal 1099 forms to the state agency since Montana is part of the CF/SF program.
Does Montana have a specific payment threshold for Form 1099 filing?
No, Montana does not have a specific payment threshold for reporting Form 1099. Reporting requirements in the state align with federal guidelines. Payers are required to assess and file a Form 1099 based on the applicable federal threshold for each specific form. Below are the various Federal thresholds for Form 1099.
| Forms | Threshold |
|---|---|
| Form 1099-NEC | $600 |
| Form 1099-MISC | $600 |
| Form 1099-K | $5000 |
| Form 1099-INT |
$10 |
| Form 1099-DIV | $10 |
| Form 1099-R | $10 |
| Form 1099-B | - |
| Form 1099-G | - |
| Form 1099-OID | $10 |
| Form W-2G |
|
What types of 1099 forms does Montana require?
Montana requires the filing of the following 1099 forms only if there is state tax withholding:
Does Montana require additional forms when filing 1099 and
W-2G forms?
Yes! If there is any state tax withheld, the State of Montana requires an additional Form MW-3 (Reconciliation) along with Form 1099.
- If you file your Form 1099 with TaxBandits, we provide the Form MW-3 Reconciliation filing for free.
- If you file your Form 1099 with TaxBandits, we offer the Form MW-3 Reconciliation filing at no cost.
- When you file your Form 1099 with TaxBandits, we offer the Form MW-3 Reconciliation filing absolutely free.
What is Form MW-3?
Yes, Montana requires the following Withholding Tax Reconciliation Form along with your 1099 or W-2G Forms
Form MW-3 (Withholding Tax Reconciliation) must be filed along with the respective 1099 and W-2 forms.
When is Montana 1099 due?
The due date for filing Form 1099with Montana varies depending on whether there is a Montana State Tax Withholding:
If there is a Montana State Tax Withholding, the due date to file 1099s is January 31, 2025.
If there is no Montana State Tax Withholding, the due date aligns with the Federal Due Date of April 1, 2025. However, exceptions exist:
- If payment is reported in box 2 of Form 1099-MISC, the due date is February 28, 2025.
- If any payment is reported on box 8 or 10 in Form 1099-MISC, the due date is February 15, 2025.
- The deadline for filing Form 1099-NEC is January 31, 2025, regardless of withholding.
In case any due date falls on a weekend or federal holiday, the subsequent business day becomes the deadline.
What are the requirements to file 1099 electronically with Montana?
Payers are required to file 1099 electronically if they file 250 or more returns. Additionally, it is highly recommended that payers who file fewer than 250 returns opt for electronic filing, as it offers greater convenience and expedites the processing of the forms.
What are the penalties for not filing or filing 1099 late with Montana?
Montana charges a penalty for the following:
Late filing of 1099
- If you fail to file 1099 by the deadline, the penalties will be applicable as below:
- Minimum of $50 or 5% of your unpaid taxes per month
- Maximum of 25% of your unpaid taxes
Not paying the withheld taxes on time
- If you fail to pay the full taxes by the deadline, you will be charged as below:
- 0.5% per month, up to 12% of the unpaid taxes, or 1.5% per month, up to 15% of the unpaid taxes
Underpayment
- If you have made an underpayment, you will be charged 20% of your unpaid taxes as a penalty.
Where do I mail Montana 1099 and W-2G forms?
After filing 1099s, a PDF for state corrections will be available in TaxBandits. Download it and send it to the below Mailing Address.
PO Box 5835,
Helena, MT 59604-5835.
TaxBandits doesn't support ‘Form MW-3’ filing. The payer must file this form directly with the state within the deadline.
For more information click here to learn about Montana 1099 filing.
