Montana Form Pt-Agr Draft - Pass-Through Entity Owner Tax Agreement Page 4
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4Page 1 – Pass-Through Entity Owner Tax Agreement
Page 2 – Domestic Second-Tier Pass-Through Entity
Owner Information (third-tier, fourth-tier, etc.)
Identify the tax year. This agreement will apply to this tax
year and all subsequent tax years until revoked.
If the owner entity type in Part 2 is marked domestic
second-tier pass-through entity, page 2 must be
● Pass-Through Entity Information ‒ Enter the name,
completed. Enter the entity type code and federal employer
mailing address, entity type and federal employer
identification number (FEIN) for the domestic second-tier
identification number (FEIN) for the first-tier pass-
pass-through entity at the top of page 2.
through entity.
● Name and Address ‒ For each owner of the domestic
● Owner Information ‒ Enter the name, mailing address,
second-tier pass-through entity and higher tier pass-
entity type and social security or federal employer
through entities (if applicable), provide the name,
identification number (FEIN) for the second-tier pass-
mailing address, entity type code and federal employer
through entity.
identification number (FEIN) or social security number
● Agreement and Signature ‒ The owner, or the owner’s
(SSN).
representative if a corporation or domestic second-
● FEIN of the entity that this owner has an ownership
tier pass-through entity, completes this part if the
interest in – Include the FEIN of the entity in which
owner agrees to file a Montana tax return and pay any
the owner has an ownership interest and identify the
applicable tax.
owner’s ownership percentage.
● Revoke the Agreement ‒ The owner, or the owner’s
● Important:
representative if a corporation or domestic second-tier
pass-through entity, completes this part if the owner
○ Include all owners on the request.
wishes to revoke a previously filed Form PT-AGR.
○ If additional space is needed, make copies of the
second page.
Complete either Part 3 or Part 4, but not both.
○ We do not accept the information from the second
Use the following entity type codes to complete the form:
page in other formats.
● Disregarded entity (DE)
○ If you do not submit the required information on the
second page or copies of the second page, we will
● Estate (E)
deny your waiver request.
● Individual (I)
Administrative Rules of Montana: 42.9.104, 42.9.105
● Partnership (PS)
and 42.9.106
● S corporation (S)
Questions? Please call us toll free (866) 859-2254 (in
● Trust (T)
Helena, 444-6900).
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