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Montana 1099 Filing Requirements
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1099 Forms Required by Montana State
Montana requires businesses to file various 1099 forms to report payments made to individuals and other entities.
Form 1099-NEC
Non-Employee Compensation
Form 1099-MISC
Miscellaneous Income
Form 1099-INT
Interest Incomes
Form 1099-DIV
Dividends Distributions
Form 1099-R
Retirement Plans
Form W-2G
Gambling Winnings
The state also requires Form W-2. Learn more
Montana Filing Requirements for Form 1099-NEC, MISC, INT, DIV, and R
| Condition | State Income Threshold | Filing Method | Additional Forms | Due Date |
|---|---|---|---|---|
| If Montana Tax Was Withheld | More than $0 | Direct State Filing | Form MW-3 | February 02, 2026 |
| If NO Montana Tax Was Withheld | Equal to or more than the federal threshold | CF/SF program | Not Required | February 02, 2026 |
| Less than the federal threshold | No Filing Required | |||
Montana Filing Requirements for Form W-2G
| Condition | State Income Threshold | Filing Method | Additional Forms | Due Date |
|---|---|---|---|---|
| If Montana Tax Was Withheld | More than $0 | Direct State Filing | Form MW-3 | February 02, 2026 |
| If NO Montana Tax Was Withheld | Equal to or more than the federal threshold | Direct State Filing | Not Required | February 02, 2026 |
| Less than the federal threshold | No Filing Required | |||
Ready to file the 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 Account Number.
Montana State ID Format:
- 13 digits starting with 10 digits followed by a hyphen, followed by 3 constants WTH (Eg, 9999999999-WTH)
- 13 digits starting with 7 digits followed by a hyphen, 3 digits followed by a hyphen, followed by 3 constants WTH (Eg, 9999999-999-WTH).
The state accepts your federal EIN as state ID.
2. Montana State income
The total amount of taxable income that is subject to the Montana state income tax.
3. State tax withheld
The total amount of state income taxes withheld from the recipient’s income.
1. State/Payer’s state number
The payer’s state identification number refers to the Montana Withholding Tax Account Number.
Montana State ID Format:
- 13 digits starting with 10 digits followed by a hyphen WTH (Eg, 9999999999-WTH)
- 13 digits starting with 7 digits followed by a hyphen, 3 digits followed by a hyphen WTH (Eg, 9999999-999-WTH).
The state accepts your federal EIN as state ID.
2. State winnings
Report the total winnings subject to Montana state tax.
3. State income tax withheld
Enter the amount of Montana state income tax withheld.
4. Name of locality
Specify the city or locality name, if applicable.
5. Local winnings
Report total winnings subject to local tax.
6. Local income tax withheld
Report total winnings subject to local tax.
E-file 1099 forms to the State of Montana in minutes with 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 Form 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
TaxBandits does not support filing Form MW-3 with the state. The payer must take care of filing Form MW-3 directly with the State of Montana.
Start filing your Montana 1099 return with TaxBandits!
TaxBandits – Simplifying Montana State 1099 Compliance
TaxBandits supports the filing of 1099 forms directly with the Montana Department of Revenue, ensuring compliance with state regulations.
Complete Compliance
Stay compliant with federal and Montana state filing requirements, corrections, and deadlines — all efficiently managed in one place with TaxBandits.
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
Conveniently access and download Montana 1099 form PDFs for recordkeeping, ensuring you always have the forms you need.
Free Resubmissions
If the Montana Department of Revenue rejects your 1099 forms, 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.
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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 both.
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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.
Additionally, Form W-2G is not included in the CF/SF Program, so you must file it directly with the Montana Department of Revenue.
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-INT | $10 |
| Form 1099-DIV | $10 |
| Form 1099-R | $10 |
| Form W-2G |
|
What types of 1099 forms does Montana require?
Montana requires the filing of the following 1099 forms:
Does Montana require additional forms when filing 1099?
Yes, Montana requires the following Withholding Tax Reconciliation Form and your 1099.
- When e-filing, you only have to include Form MW-3.
- While paper filing, you must include Forms MV-3 and 1096.
- When you e-file 1099 with TaxBandits, you must take care of Form MW-3.
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 the deadline to file 1099 forms with Montana?
The deadline for filing Form 1099 with 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.
If there is no Montana State Tax Withholding, the due date aligns with the Federal Due Date of April 1. However, exceptions exist:
- If payment is reported in box 2 of Form 1099-MISC, the due date is February 28.
- If any payment is reported on box 8 or 10 in Form 1099-MISC, the due date is February 15.
- The deadline for filing Form 1099-NEC is January 31, regardless of withholding.
If this due date falls on a weekend or federal holiday, the next business day will be the deadline.
What are the requirements to file 1099 electronically with Montana?
Yes, you can e-file 1099 forms with Montana. It is mandatory to e-file if you are filing for 50 or more reports. Make sure to include your Form MW-3 with your
1099 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 forms?
You can send out your 1099 form copies when you paper file. However, e-filing is an ideal choice for accurate and convenient filing. At TaxBandits, we support 1099s with Montana, and we distribute 1099 form copies to recipients/payees via postal mail.
PO Box 5835,
Helena, MT 59604-5835.
If you made errors on 1099 forms filed with the State of Montana, you can correct them by downloading the corrected form and mailing it to the address provided above.
For more information click here to learn about Montana 1099 filing.
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