Form Ftb - 2009 First-Time Home Buyer Savings Account
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1MONTANA
Clear Form
FTB
Rev. 07-09
2009 First-time Home Buyer Savings Account
Annual Reporting Information for Self-Administered Accounts
15-63-101 through 15-63-205, MCA
Enter your name here (as it appears on your tax return) ____________________________________________________
Enter your social security number _____________________________________________________________________
Enter the name and address of the financial institution where your first-time home buyer savings account is established
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
Enter your first-time home buyer savings account number __________________________________________________
Enter the date you first established your first-time home buyer savings account _________________________________
Complete the table below reporting the 2009 activity to your first-time home buying savings account. See the instructions
for definitions.
Column A
Column B
Column C
Column D
Column E
Column F
Enter the date
Enter the amount
Enter the amount
Enter your “eligible
Enter your “non-
Balance – Add
of your deposits,
of your deposits
of interest or other
cost” withdrawals.
eligible cost”
the amounts in
earnings, or
to your first-time
income earned
withdrawals.
columns B and C,
withdrawals.
home buyer
on your first-
then subtract any
savings account.
time home buyer
amounts reported
savings account.
in Columns D and
E. Enter the result
in Column F.
1. Enter in column F the balance of your first-time home buyer savings account as of January 1,
2009. This is the ending balance of your first-time home buyer savings account as of December
31, 2008. If you established your account in 2009 enter zero here as your beginning balance is
established on the date of your first deposit.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14. Enter the column
totals on this line
If you have an amount entered in line 14, column E, enter it here and on
Form 2, Schedule I, line 8. Complete Form FTB-P (Penalty Calculation) if
required.
Enter the ending balance reported on the last line in column F. This is your balance that is
carried forward to 2010.
If you purchased your first-time home in 2009 and have a balance remaining in column F, see the instructions on
how to report this balance for income tax purposes.
158
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