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Old 01-30-2014, 01:33 PM
 
Location: Idaho
5,810 posts, read 6,046,408 times
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In my research of determining my retirement abode, I want to fill out state tax forms for the states I'm considering so that I can compare/contrast. I went to the Montana web site:

property

however, none of the links work. Does anyone know where I can obtain MT tax forms?

I need form 2/2M/2EZ, right?
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Old 01-30-2014, 03:10 PM
 
Location: Where the mountains touch the sky
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http://revenue.mt.gov/

That's the homepage for the Montana Department of Revenue, (406-444-6900).
If their links don't work, you can call them and have them mail you the forms.
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Old 01-30-2014, 04:34 PM
 
5,402 posts, read 5,354,377 times
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Wyoming and Nevada will be kinder to your income.
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Old 01-30-2014, 04:54 PM
 
Location: Idaho
5,810 posts, read 6,046,408 times
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Quote:
Originally Posted by historyfan View Post
Wyoming and Nevada will be kinder to your income.
Perhaps. NV really isn't of interest at the moment. If in the future, then maybe Elko or environs. You'd have to drag me kicking and screaming to southern NV/Vegas. WY is first on the list, but property tax is a lot higher than in MT or ID, (as I currently understand it). Most of my current research is WY first, then ID and MT equally.

In retirement, income will be a lot less than I currently earn, but want to get an idea what cut MT would take out of it. One thing I don't like about MT is that they tax social security income. That's kinda sucky.

I'm just trying to create as complete a picture as I can. Have a good friend in MT, so that is why it is under consideration. She's in Broadwater county, right on the border with Gallatin county. Kinda like the Madison Valley too. I would expect that I'd enjoy retirement there.
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Old 01-30-2014, 05:01 PM
 
Location: Idaho
5,810 posts, read 6,046,408 times
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Quote:
Originally Posted by MTSilvertip View Post
http://revenue.mt.gov/

That's the homepage for the Montana Department of Revenue, (406-444-6900).
If their links don't work, you can call them and have them mail you the forms.
Thanks for the link. Haven't found the forms yet. One page directs a user to another page with the instructions to click the "forms" hyperlink on the right-hand side of that page. However, there are no links on that page. I'll keep searching. If I cannot find, then will telephone.
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Old 01-31-2014, 02:31 PM
 
Location: SoCal desert
8,092 posts, read 14,298,912 times
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Quote:
Originally Posted by volosong View Post
Thanks for the link. Haven't found the forms yet. One page directs a user to another page with the instructions to click the "forms" hyperlink on the right-hand side of that page. However, there are no links on that page. I'll keep searching. If I cannot find, then will telephone.
Just keep scrolling down the Forms page and ignore the 'Tap' link

You'll see this:
Click image for larger version

Name:	MT Income tax forms.JPG
Views:	60
Size:	56.4 KB
ID:	124608
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Old 02-02-2014, 09:13 AM
 
44 posts, read 56,877 times
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I don't think I'm allowed to link to it here, but the Kiplinger web site has an excellent tool called "State-by-State Guide to Taxes on Retirees." It takes into account all kinds of taxes and you can compare states. The site lists Montana as one of the least tax-friendly states for retirees.
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Old 02-02-2014, 11:57 AM
 
Location: Spots Wyoming
18,696 posts, read 39,046,374 times
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Quote:
Originally Posted by WJK993 View Post
I don't think I'm allowed to link to it here, but the Kiplinger web site has an excellent tool called "State-by-State Guide to Taxes on Retirees." It takes into account all kinds of taxes and you can compare states. The site lists Montana as one of the least tax-friendly states for retirees.
Sure, you can post the link. Just can't link competing sites, porn, or individual real estate MRL's.
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Old 02-02-2014, 03:07 PM
 
44 posts, read 56,877 times
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OK then!

State-by-State Guide to Taxes on Retirees-Kiplinger
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Old 02-03-2014, 08:17 AM
 
Location: Idaho
5,810 posts, read 6,046,408 times
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Quote:
Originally Posted by WJK993 View Post
Thank you for the link. However, it shows an incomplete picture. For example, concerning property taxes, the site states if or not there is a break for seniors, but it does not show the rates themselves. At least in a form where the states can be compared with each other.

Property taxes can be a major expense in retirement and could be a factor that determines where someone may or may not live. A property tax between $4 or $5 thousand is a significant monthly difference between a tax of between $2 or $3 thousand, (for an equivalent house in each state/area). That is a couple hundred bucks a month and might mean that the yearly trip to Europe for a month would have to be eliminated from one's lifestyle.

The web site that puts it all together will get a lot of traffic. I haven't found it yet and have to be content with getting bits if data from here and there to paint a complete picture.

Thanks again.
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