Rti Request For Copies Of Tax Information Form Montana
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1CLEAR FORM
MONTANA
RTI
Rev 03 13
Request for Copies of Tax Information
It is important that you provide all information requested so that we can process your request. We will contact
you if additional information is required.
Taxpayer Name (please print) _______________________________________________________________
Social Security Number (SSN) or Federal Employer Identification Number (FEIN) ______________________
Phone Number __________________________________________________________________________
Step 1. Request Tax Information
q W-2(s)
q Tax Return(s)
q Other, specify ________________________________________
Year(s) Requested _________________________________________________________________
You can request copies of your Montana schedules and documents. We will send these supporting
documents to you, provided we have them in our records.
q Check this box if you need the supporting documentation for the year(s) requested above.
Required ► Signature of taxpayer or Power of Attorney __________________________________________
If you are authorizing another individual to obtain your tax information, please complete a Power of Attorney
form. The form is available at revenue.mt.gov.
Required ► Proof of signature (copy of driver’s license, state ID card, social security card, etc.)
Step 2. Send Your Request
You may mail or fax your signed request and proof of signature.
Montana Department of Revenue
Attn: Request for Tax Information
PO Box 5805
Helena, MT 59604-5805
Fax: (406) 444-6642
Step 3. Receive Your Information
We can mail, fax or send requested information to you electronically. Please check the box to indicate your
preference and provide the necessary information.
q Mail to
________________________________________
________________________________________
________________________________________
q Fax to
________________________________________
q Email to
________________________________________
(This is the email address used to create your Epass Montana account. We cannot email your
information unless you have an Epass Montana account. You can create an Epass account at
transfer.mt.gov.)
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