Form 2 - Montana Individual Income Tax Return - 2002
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22002 Montana Individual Income Tax Return Form 2
02
or Fiscal year beginning ____________, 2002 and ending ____________, 2003.
Last Name
First Name & Middle Initial
Your Social Security No.
Spouse’s Last Name if Different
Spouse's First Name & Middle Initial
Spouse’s Social Security No.
City
State
Zip Code+4
Mailing
Address
Filing Status
Single
Married filing
Married and both filing
Married and both filing
Married filing
Head of
Check One
joint return
separate returns on
separate returns
separate return and
Household
this form
on separate forms
spouse is not filing
(see instructions)
1.
2.
3.
4.
5.
6.
Residency
Resident
Nonresident
Resident
Give date of change
State moved to:
State moved from:
Check One
1
Full Year
2
Full Year
3
Part Year
month
year
Column B (for spouse only
Column A (for single
EXEMPTIONS
Regular
65 or Over
Blind
when filing separate, and
joint, separate, or head
box 3 is checked
of household)
x
1.
1.
Yourself ..............................
.......................
...............
....................Enter number checked
2.
Spouse ...............................
.......................
...............
....................Enter number checked
2.
2.
3.
Dependents Full Name
Do not claim yourself or spouse
Dependent’s
social security number
Relationship
3.
3.
3. Dependents ........
4. Handicapped Dependent
4.
4.
Attach Doctor's Certification
5.
Total Exemptions
5.
5. Add lines 1,2,3 and 4 (if additional dependents, see instructions)............................................................................
Round to nearest dollar
if no entry leave blank
Enter amounts reported on federal return
6.
6. Wages, salaries, tips, etc. .............................. Attach copies of W-2(s) from all states
6.
7.
7. Taxable interest income ................................ Attach Federal Schedule if over $1,500
7.
8.
8. Dividend income ........................................... Attach Federal Schedule if over $1,500
8.
9.
9. Net business income (loss) ................................. Attach Federal Schedule C or C-EZ
9.
10.
10. Capital gain (or loss) ........................................................ Attach Federal Schedule D
10.
11.
11. Supplemental gains (or losses) ......................................... Attach Federal Form 4797
11.
12. Rents, royalties, partnerships, estates, trusts, etc..
12.
Attach Federal Schedule E and Form 8582 and all K-1's .............................................
12.
}
13b.
13. Total IRA distributions
a.
13b.
Taxable amount
Attach all
13b.
14b.
Taxable amount
1099R's
14b.
14. Total pensions and annuities a.
14b.
15b.Taxable amount
15b.
15. Social Security Benefits
a.
15b.
16.
16. Net farm income (Loss) .................................................... Attach Federal Schedule F
16.
17. Other income: State refund___________________ alimony ___________________
17.
unemployment____________________ other (specify)______________________
17.
=>
18.
18. Total of lines 6 thru 17 ............................................................ Total
18.
19. Adjustments to income. Educator expenses____________IRA deduction___________
Student loan interest___________Tuition and fees_____________Archer MSA __________
Moving Expenses(Attach Fed. form 3903)__________1/2 SE Tax_________SE Health________
19.
19.
SE SEP, SIMPLE________ Penalty on early withdrawal of savings________Alimony paid_______
20.
20.Federal Adusted Gross Income (subtract line 19 from line 18) ................................
=>
20.
Note: Line 20 must match your federal adjusted gross income
21.
21.
21. Interest and dividends on state, county, or municipal bonds (Non-Montana) ..............
22.
22.
22. Federal income tax refunds/overpayment (see page 3, line 22 on instructions ) ...............
23. Other additions, transfer allocation of income (see page 4, line 23 of instructions)
23.
23.
Specify _______________________________________________________________
=>
24.
24.
24.
Total additions to income (add lines 21 thru 23) .................................... Total
=>
25.
25.
25.
Add lines 20 and 24, enter result .................................................................
NEW
26.
Farm Risk Managment Account (Attach Form FRM) .....................................................
26.
26.
27.
Interest exclusion for elderly ..........................................................................................
27.
27.
28.
Interest exclusion for savings bonds, etc. Specify______________________________
28.
28.
29.
Exempt pension & annuity income, (not soc. sec./disability) Attach Worksheet IV, Page 13.
29.
29.
30.
Unemployment .............................................................................................................
30.
30.
31.
Medical Care Savings Account .......................................................... Attach Form MSA
31.
31.
32.
Family Education Savings Account
(Attach name and social security number(s) of beneficiary).
32.
32.
33.
First Time Home Buyers Account (see page 5, line 33 of instructions) Attach Form FTB...
33.
33.
34.
Other reductions (see list of reductions on page 5, line 34 of instructions).
Specify reductions________________________________________________________
34.
34.
=>
35.
Total reductions to income (add lines 26 thru 34)..................................................Total
35.
35.
=>
Subtract line 35 from line 25. Enter here and on line 37, page 2.......................
36.
36.
36.
100
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