Montana Form W-2 & MW-3 Filing Requirements for 2024
Montana requires certain businesses to file reconciliation Form
MW-3 with W-2s.
Check out the requirements and simplify your filing with TaxBandits!
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Simplify Your Montana W-2 E-Filing
with TaxBandits!
- W-2 E-filing with the SSA and state
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Distribute Employee copies via Postal
Mail and
Online Access -
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Montana W-2 Filing Criteria for 2024
The State of Montana requires W-2 filing, even if no state tax is withheld.
| Criteria | Filing Requirement | Additional Requirement | Due Date |
|---|---|---|---|
|
If there is any Montana state tax withheld |
You must file a W-2 directly with E-file with TaxBandits |
Form MW-3 Montana Annual W-2 Withholding Tax Reconciliation |
January 31, 2025 |
|
If there is no Montana State tax withheld |
You must file a W-2 directly with E-file with TaxBandits |
No additional form is required |
January 31, 2025 |
Ready to start filing W-2s with Montana?
Information Required to File W-2 Forms with Montana
1. Employer’s state ID number
The employer's state identification number refers to the Montana Withholding Tax Account Number.
Montana State ID Format: 13 digits starting with 10 digits followed by hyphen WTH (Eg: 9999999999-WTH)
2. Montana state/local wages
The total amount of taxable wages, tips, that is subject to Montana state or locality income tax.
3. Montana state/local tax withheld
The total amount of state or locality income taxes withheld from the employee’s wages.
If you’ve withheld any Montana taxes, you must file Reconciliation Form MW-3.
E-file Form W-2 with Montana state in minutes using TaxBandits!
Montana Annual Reconciliation Form MW-3
Form MW-3 is an Annual Reconciliation used to report the total income taxes withheld from employees 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
- 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.
TaxBandits doesn't support ‘Form MW-3’ filing. The payer must file this form directly with the state within the deadline.
If you choose TaxBandits for your Montana W-2 filing, you need to take care of your reconciliation form.
TaxBandits – Simplifying Montana State W-2 Compliance
TaxBandits supports the e-filing of W-2 forms directly with the Montana Department of Revenue, ensuring compliance with state regulations.
Lowest Pricing
TaxBandits offers the most affordable solution for Montana W-2 filings, saving you both time and money.
State Filing Guidance
TaxBandits provides step-by-step instructions to complete the e-filing process from start to end without any hurdles.
State Form PDFs
Easily access and download Montana W-2 form PDFs for filing corrections or record-keeping purposes.
Free Resubmissions
If your W-2 forms are rejected by the Montana Department of Revenue, you can correct errors and resubmit them for free.
Create a TaxBandits account to start filing your Montana W-2 returns!
How to File Montana W-2 with TaxBandits?
Create your account and follow these steps to easily e-file your W-2s with the SSA and State of Montana!
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Step 1: Choose Form W-2
Select the type of W-2 form you want to file.
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Step 2: Enter Form W-2 details
Complete the form using manual entry or other bulk import options.
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Step 3: Complete State Filing Information
Provide the required Montana state details for Form W-2.
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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.
Start e-filing W-2 Forms with Montana today—TaxBandits makes it quick and easy!
Frequently Asked Questions
Does Montana require W-2 filing?
Yes. The Montana Department of Revenue Services requires W2 filing even if there is no state withholding.
Does Montana require any additional forms to be submitted while filing W-2?
Yes, the state of Montana requires you to submit Form MW-3 (Montana Annual W-2 Withholding Tax Reconciliation) with your W-2 regardless of the filing method.
To e-file your W-2, check out TaxBandits. We support the filing of W-2 with the SSA and state of Montana. We provide e-filing solutions for both small and large businesses. (When you E-file Form W2 with TaxBandits, you need to take care of the reconciliation Form MW-3.)
What is the deadline to file W-2 with Montana?
The filing deadline for Form W2 and Form MW-3 with Montana is January 31. (If the deadline falls on a weekend or federal holiday, the next business day is the deadline.)
Can I electronically file W-2 with Montana?
Yes, Montana provides an option to e-file W-2. Employers filing more than 250 W-2s are required to file electronically.
If you’re looking for an e-file service provider, check out TaxBandits. We support the filing of W-2 with the SSA and state of Montana.
What are the W-2 penalties for Montana?
The state of Montana imposes penalties for the following:
Not filing W-2 on time
Failure to file W-2 on time will result in penalties. The penalty would be:
- Minimum of $50, or
- 5% of your unpaid taxes per month
- Maximum of 25% of your unpaid taxes.
Late payment of withheld taxes
If you have not paid your taxes on time, you may be charged the following penalties:
- 0.5% per month, up to 12% of the unpaid taxes, or
- 1.5% per month, up to 15% of the unpaid taxes
Underpayment
- For underpayment, the penalty is 20% of the unpaid taxes.
Learn more about Form W-2 penalties.
Can I file W-2c with the State of Montana?
Yes, you can file correction form W-2c if you identify errors on the previously filed W-2s. Montana accepts both the paper filing and e-filing of W-2c. When submitting W-2c, you must attach an amended MW-3.
Where do I mail W-2 forms when filing with the State of Montana?
You should only mail W-2 copies to the state if you plan to file less than 250 forms. If you file more than 250 forms, you must e-file them.
Want to e-file your W-2s? TaxBandits can help you with this! We are an IRS-certified e-file provider supporting the e-filing of Form W-2 with the Federal and Montana.
If you still want to paper file W-2, complete W-2 & MW-3 and mail them to the following address.
Montana Department of Revenue,
PO Box 5835,
Helena, MT 59604-5835.
Get started with TaxBandits today and stay compliant with the State of Montana! Start Filing Now
