Montana Form Ftb Draft - Montana First-Time Home Buyer Savings Account - 2011 Page 3

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Montana First-time Home Buyer

Savings Account Worksheet (FTB-Worksheet)

Account Holder ________________________________________________________________

Financial Institution _____________________________________________________________

Account Number ____________________________________________ For Year Ended ___________________

Deposits, Withdrawals and Other Transactions

Column A

Column B

Column C

Column D

Column E

Date

Description

Deposit

Interest and

Qualiﬁ ed

Nonqualiﬁ ed

Fees and other

amount

other income

withdrawals

charges

Totals

Account Reconciliation

1. Beginning balance (If this is a new account, enter 0) ........................................................................ 1.

2. Total deposits (Column A)........................................................................................ 2.

3. Total interest and other income (Column B) ............................................................ 3.

4. Add lines 2 and 3 ............................................................................................................................... 4.

5. Total withdrawals (Add Columns C and D) .............................................................. 5.

6. Total fees and other charges (Column E) ................................................................ 6.

7. Add lines 5 and 6 ............................................................................................................................... 7.

8. Ending balance. Add lines 1 and 4 and subtract line 7 ...................................................................... 8.

The worksheet is provided to help you track and record the information related to your ﬁ rst-time home buyer savings

account. You are not required to use this worksheet nor include a copy when you ﬁ le your income tax return.

If your tax return is selected for review because you claimed the deduction for deposits into a ﬁ rst-time home buyer

savings account, this worksheet can be submitted as a summary. However, you may still be asked to provide other

information such as copies of bank statements and cancelled checks.

Questions? Please call us toll free at (866) 859-2254 (in Helena, 444-6900), or access Montana State University’s Ag/

Extension Program website at