Montana Department of Revenue Tax Guidance & Form Instructions

Montana Tax Rates and Deductions — 2024

Official textmtrevenue.gov

2024 Montana Tax Tables and Deductions

Single and Married Filing Separately

Estates, Trusts, and Pass-Through Composite Tax Filers have the same rates below.

2024 Ordinary Income Tax Rates - Single and Married Filing Separately. Rates apply to taxable income without net long-term capital gains.

Ordinary Income

Tax Rate

First $20,500 of Montana Ordinary Income

4.7%

Montana Ordinary Income exceeding $20,500

5.9%

2024 Net Long-Term Capital Gains Tax Rates - Single and Married Filing Separately. Rates depend on how capital gains compare to Montana Ordinary Income.

Net Long-Term Capital Gain

Tax Rate

First $20,500 of capital gains minus Montana Ordinary Income

3.0%

Net long-term capital gains exceeding $20,500 minus Montana Ordinary Income

4.1%

Montana Ordinary Income exceeds $20,500

4.1%

Married Filing Jointly and Qualifying Surviving Spouse

2024 Ordinary Income Tax Rates - Married Filing Jointly and Qualifying Surviving Spouse. Rates apply to taxable income without net long-term capital gains.

Ordinary Income

Tax Rate

First $41,000 of Montana Ordinary Income

4.7%

Montana Ordinary Income exceeding $41,000

5.9%

2024 Net Long-Term Capital Gains Tax Rates - Married Filing Jointly and Qualifying Surviving Spouse. Rates depend on how capital gains compare to Montana Ordinary Income.

Net Long-Term Capital Gain

Tax Rate

First $41,000 of capital gains minus Montana Ordinary Income

3.0%

Net long-term capital gains exceeding $41,000 minus Montana Ordinary Income

4.1%

Montana Ordinary Income exceeds $41,000

4.1%

Head of Household

2024 Ordinary Income Tax Rates - Head of Household. Rates apply to taxable income without net long-term capital gains.

Ordinary Income

Tax Rate

First $30,750 of Montana Ordinary Income

4.7%

Montana Ordinary Income exceeding $30,750

5.9%

2024 Net Long-Term Capital Gains Tax Rates - Head of Household. Rates depend on how capital gains compare to Montana Ordinary Income.

Net Long-Term Capital Gain

Tax Rate

First $30,750 of capital gains minus Montana Ordinary Income

3.0%

Net long-term capital gains exceeding $30,750 minus Montana Ordinary Income

4.1%

Montana Ordinary Income exceeds $30,750

4.1%

Deductions

Montana deductions for tax year 2024.

Deduction Type

Amount

65 and over exemption

$5,500

MSA (Medical Savings Account) contribution

$4,500

Source: view the official PDF

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