Where’s My Tax Refund: Montana

Montana taxpayers can check their refund status by visiting the state’s TransAction portal. You will need to provide your Social Security number and the amount of your return. The process can take up to six weeks. If you file a paper return, it may take longer. You can also contact the department to request a refund status update.

The Montana legislature has allocated $764 million to refund residents’ income and property taxes. The state is expected to begin sending these rebates out this month. The rebates are based on 2021 individual income tax returns and will be issued until December 31. Eligible taxpayers will receive their rebates automatically, based on how they filed their Montana Form 2. The rebate payments will be sent through direct deposit or a paper check.

If you owe money to the state of Montana, your refund may be used to pay that debt. The state can also use your refund to offset unpaid child support or domestic violence restraining orders. You can check your Montana tax refund status using the state’s online TransAction portal or call the department.

Injured spouse relief is available in Montana, but you must act quickly to protect your refund. If the state has already taken your refund to pay for your spouse’s debts, you can file a separate return or amend your original one. You can also use a payment plan to pay back your Montana taxes.

What is the Montana TransAction Portal (TAP)?

The “Where’s My Refund” portal in Montana isn’t a separate platform but a feature within the TransAction Portal (TAP) of the Montana Department of Revenue. Here’s everything you need to know about it:

Filing and paying taxes electronically: Most tax types, including individual income tax, can be filed and paid through TAP. This is the fastest and most secure way to get your refund.

Checking your refund status: The “Where’s My Refund” feature comes in here. You can use your Social Security number and filing PIN to track the progress of your refund and see an estimated date of when to expect it.

Managing your tax account: You can view your tax history, update your contact information, and make payments on outstanding balances.

Finding unclaimed property: The Montana Department of Revenue holds millions of dollars in lost or forgotten property. You can search for your name and see if you have any unclaimed funds.

Other tax-related services: TAP offers various other services, such as filing a power of attorney or managing liquor licenses.

How to use Where’s My Refund?

1. Go to the Montana Department of Revenue website: https://mtrevenue.gov/
2. Click on “TransAction Portal” in the top menu.
3. Log in to your TAP account (or create one if you don’t have one).
4. Click on “Where’s My Refund” in the left-hand menu.
5. Enter your Social Security number and filing PIN.
6. Click “Submit.”