Forms And Instructions For Application Form For Refund Of Montana Diesel Or Gasoline Tax Page 6
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2316, 17, 18, 19, & 20: These lines must be filled only if you use a paid preparer.
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Applicant’s Signature: Applicant’s signature or authorized representative. Must be original
signature. Stamped or photocopies will be returned as missing information.
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Date: Date application signed.
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Spouse’s Signature: This is required if the applicant filed a joint individual income tax return
and is applying for an agricultural refund on Schedule A.
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Date: Date spouse signed application.
½
STEP 3:
Send in the completed form page 1 (MF-Refund) with appropriate schedule and attached
appropriate invoices.
Schedules A – Agricultural Standard Refund Instructions
This schedule needs to be attached to the Refund Application Form, (MF-Refund - form page 1), along with
your original bulk and cardtrol/keylock invoices as proof of purchase.
½ STEP 1:
You must first complete one of the following worksheets using your most recent income tax
return. The worksheet corresponds to federal and state income tax forms. Do not send
worksheet with the application.
t INDIVIDUAL Qualification Worksheet on page 5, for individual(s) or sole proprietor.
t PARTNERSHIP Qualification Worksheet on page 5, for partnerships.
t CORPORATION Qualification Worksheet on page 6, if you file as a corporation
½ STEP 2:
Make sure all of your invoices meet the invoice requirements on page 2.
½ STEP 3:
Go to the BACK of Schedule A. List all purchases of bulk storage and keylock/cardtrol.
List each group of invoices separately as indicated by the column headings. Make sure you
total the gasoline and undyed diesel columns after entering your fuel purchases.
½ STEP 4:
Go to the top FRONT of Schedule A and enter the name of the individual or business who
is applying for the refund & complete the following lines:
Line # - of Schedule A
1 Agricultural income percentage: Enter your percentage of agricultural income from the
worksheet.
2 Total gallons subject to refund: Enter gasoline & undyed diesel totals from columns on back of
Schedule A.
3 Standard deduction: Enter your standard deduction. If your percentage on line 1 is 50% or
more enter 60%; if between 40% & 49%, enter 50%; if between 30% & 39%, enter 40%. If less
than 30% you are not eligible but you may qualify under a different method, see page 1.
4 Gallons subject to refund: Multiply both totals on line 2 by your standard deduction and enter
on line 4.
5 Montana fuel tax paid per gallon: This is the current tax levied per gallon by law.
6 Total refund amount: Multiply line 4 by the amounts on line 5. These are the refund amounts
for both gasoline and undyed diesel.
½ STEP 5
: Transfer the amount(s) from line 6 of Schedule A onto line 11 of the Refund Application
Form (MF-Refund – form page 1).
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