Homeowner Property Tax Refund
Clear Form
The deadline to file this claim is December 31, 2007.
To speed your refund we encourage you to file electronically at mt.gov.
The 2007 Montana Legislature passed a law to refund up to $400 of property taxes paid in 2006 (or ear-
lier years in some cases) for your principal residence, if you meet certain qualifications. Please review the
eligibility requirements below. If you qualify, complete and submit this form to request your refund.
______________________
_________________________
________
Property owner (please print)
Last name
First name
Middle initial
___________________________________________________________________________
Mailing address
_________________________________________
_____________
_______________
City
State
Zip code
Do you qualify?
You qualify for this refund if you meet the statutory requirements, which include:
• You were the owner (or contractee for deed) in 2006 of residential property.
• You lived in this property as your principal residence for at least seven months in 2006.
• You paid property taxes on your principal residence in 2006.
See Special Information page for further details.
Principal residence
Enter the address of the principal residence. To speed your refund, enter your property
geocode (optional). See “Definitions” for geocode and how to find it.
________________________________________________
Physical address of the property
Property geocode (optional)
Amount of refund
(check one)
q
I’m claiming the maximum $400 allowed
q
I paid less than $400; therefore, I am claiming the amount I paid - enter amount $___________
Under penalty of false swearing I state:
To my knowledge I am the only claimant for the property listed
above, that I meet the eligibility requirements and believe that I am lawfully entitled to the homeowner property tax
refund.
_______________________________
______________________________
______________
Printed name of property owner
Signature
Date
____________________________
_________________________
Social security number (required)
Daytime telephone number
If you wish to use direct deposit, enter your bank routing and account numbers below.
q
Checking
RTN#
ACCT#
q
Savings
For a faster refund you can file electronically by visiting the state of Montana’s website at mt.gov. If you do
not wish to file electronically, please complete and return this form to: Montana Department of Revenue, PO Box
8032, Helena MT 59604-8032
If you have questions, please call us toll free at 1-866-859-2254 or in Helena at 444-6869.