Montana

Unemployment forms

Contact information

Agency: Unemployment Insurance Division

Unemployment ID format

7 digits, formatted as ### ####.

Tax payment details

Deposit schedule
Due date
Payment methods
Zero filing required
Zero EFT accepted
Quarterly
Last day of the following month
Check, ACH
N/A
N/A
ACH/EFT payment information
The Montana Unemployment Insurance Division accepts EFT Credit and EFT Debit payments of unemployment taxes.
How to apply
For more information about registering and making EFT payments to the State of Montana, visit the Montana Department of Labor & Industry - Unemployment Insurance Division website.
Payment and other information
Payments are due by the regular due dates for the particular tax period, even if you're paying via EFT.

UI-5

Filing methods:
Web fill-in, Electronic, Electronic with payment
Electronic file format:
FSET
Form due date:
Last day of the following month (adjusts for non-banking days)
Form filing address:


UI Contributions Bureau,
PO Box 6339
Helena, MT
59604-6339

note
  • Registration is not required for electronic filing.

UI-5A

Filing methods:
Web fill-in, Electronic, Electronic with payment
Form due date:
Last day of the following month (adjusts for non-banking days)

UI-5G

Filing methods:
Web fill-in, Electronic , Electronic with payment
Electronic file format:
FSET
Form due date:
Last day of the following month (adjusts for non-banking days)
note
  • To process Form UI-5G, you need to do either of the following:
    • Mark the Reimbursable Employer checkbox in the Unemployment Rate window (select the ellipsis next to the UI base rate field in the State section on the Payroll Taxes tab of the Clients screen).
    • Mark the Government employer checkbox in the MT Additional Information window (select the Additional Information button for Montana in the Forms section of the Payroll Taxes tab on the Clients screen.
  • Registration is not required for electronic filing.

UI-5 Voucher

Filing methods:
Paper
Form due date:
Last day of the following month (adjusts for non-banking days)
Form filing address:


UI Contributions Bureau,
PO Box 6339
Helena, MT
59604-6339

Withholding forms

Contact information

Agency: Department of Revenue

Withholding ID format

13 characters formatted as ##########WTH

Tax payment details

Deposit schedule
Due date
Payment methods
Zero filing required
Zero EFT accepted
Semiweekly (Federal)
3 banking days after the period end
Check, ACH
Yes
No
Monthly
15th of the following month
Check, ACH
Yes
No
Annually
Last day of the following month
Check, ACH
No
No
ACH/EFT payment information
The Montana Department of Revenue accepts EFT Credit and EFT Debit payments of withholding taxes.
Participation in Montana's Electronic Funds Transfer program is voluntary.
How to apply
The Montana Department of Revenue requires all EFT users to apply for approval before submitting tax payment files.
For more information, go to the Montana Department of Revenue website.
Payment and other information
Payments are required on the regular due dates for the particular tax period being paid, even if you are paying via EFT.

MW-1

Filing methods:
Paper, Electronic
Electronic file format:
FSET
Form due date:
By deposit schedule
Form filing address:


Department of Revenue,
PO Box 6309
Helena, MT
59604-6309

note
  • Registration is not required for electronic filing.

MW-3

Filing methods:
Paper, Electronic , Electronic with payment
Electronic file format:
FSET
Form due date:
January 31st
Form filing address:


Department of Revenue,
PO Box 5835
Helena, MT
59604-5835

note
  • Registration is not required for electronic filing.

W-2 Copy 1

Filing methods:
Paper, Electronic
Electronic file format:
FSET
Form due date:
January 31.
note
  • Registration is not required for electronic filing.

1099 forms

Contact information

State website: https://mtrevenue.gov/

1098

Filing methods:
Internet
Form due date:
January 31

1099-A

Filing methods:
Internet
Form due date:
January 31

1099-B

Filing methods:
Internet
Form due date:
January 31

1099-DIV

Filing methods:
Internet
Form due date:
January 31

1099-G

Filing methods:
Internet
Form due date:
January 31

1099-INT

Filing methods:
Internet
Form due date:
January 31

1099-MISC

Filing methods:
Internet
Form due date:
January 31

1099-NEC

Filing methods:
Internet
Form due date:
January 31

1099-OID

Filing methods:
Internet
Form due date:
January 31

1099-PATR

Filing methods:
Internet
Form due date:
January 31

1099-R

Filing methods:
Internet
Form due date:
January 31

1099-S

Filing methods:
Internet
Form due date:
January 31

1099-SA

Filing methods:
Internet
Form due date:
January 31

5498

Filing methods:
Internet
Form due date:
January 31

5498-SA

Filing methods:
Internet
Form due date:
January 31

W-2G

Filing methods:
Internet
Form due date:
January 31

New hire reporting

Reporting methods

File upload type:
Magnetic

General reporting requirements

Electronic filing required:
No
Filing frequency:
Twice monthly
Registration required:
No

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