Form Est-I - Underpayment Of Estimated Tax By Individuals, Estates And Trusts - 2014 Page 2
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Form EST-I, Page 2
SSN
FEIN
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-
-
-
X X X X X X X X X
X X X X X X X X X
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Part III. Regular Method. Use this method if you made payments of unequal amounts. The due dates shown are for calendar year
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taxpayers. Adjust these dates accordingly for fiscal year returns.
A
B
C
D
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Complete lines 14 through 17 in each column before going to line 18.
4/15/14
6/16/14
9/15/14
1/15/15
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14. Required quarterly payment. Divide line 6 from page 1 by
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330
340
350
four (4) and enter the result in each column ........................... 14.
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15. Add lines 3a and 3b from page 1 and enter one-fourth of the
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370
380
390
amount in each column .......................................................... 15.
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15
15
400
410
16. subtract line 15 from line 14 ................................................... 16.
420
430
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17. Enter the amount of estimated tax paid by each date.
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17
(Include the amount from line 3c on page 1 in column A.) ..... 17.
440
450
460
470
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18
Complete lines 18 through 24 of one column before going to the next column.
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18. Overpayment from previous quarter. Enter the amount, if
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20
480
490
500
any, from line 24 of the previous column ................................ 18.
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21
520
530
540
510
19. Estimated payments for the quarter. Add lines 17 and 18 ...... 19.
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22
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23
20. Total underpayment to date. Add the amounts from lines 22
and 23 of the previous column and enter the result ............... 20.
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24
550
560
570
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25
21. Subtract line 20 from line 19. If zero or less, enter zero ......... 21.
590
600
580
610
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26
22. Underpayment from previous quarters. If the amount on
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27
line 21 is zero, subtract line 19 from line 20. Otherwise,
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630
640
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enter zero ............................................................................... 22.
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23. Current quarter underpayment. If line 21 is equal to or less
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660
670
680
650
than line 16, subtract line 21 from line 16 and enter the result.
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If line 21 is greater than line 16, go to line 24 ......................... 23.
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24. Overpayment. If line 16 is less than line 21, subtract line
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16 from line 21 and enter the result. Then go to line 18, next
700
710
720
690
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column .................................................................................... 24.
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Complete lines 25 through 27 of the columns where there is an amount on line 23.
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25. Enter the date(s) you paid the amount on line 23 or the 15th
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740
750
760
730
day of the fourth month after the close of the tax year,
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whichever is earlier (see instructions) .................................... 25.
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26. Enter the number of days from the installment due date to the
780
790
770
800
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date shown on line 25 (see instructions) ................................ 26.
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27. Interest. Multiply line 23 x days from
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820
830
840
810
line 26 x 8% / 365 days .......................................................... 27.
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28. Interest on Underpayment of Estimated Tax. Add the amounts on line 27 of each column. Enter total here
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850
and on Form 2, line 66; Form 2M, line 57; Form 2eZ, line 17; or Form FID-3, line 46 ...........................................28. $
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2014 Montana Individual Income Tax Table
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If Your Taxable
Multiply
If Your Taxable
Multiply
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But Not
And
This Is
But Not
And
This Is
Income Is
Your Taxable
Income Is
Your Taxable
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More Than
Subtract
Your Tax
More Than
Subtract
Your Tax
More Than
Income By
More Than
Income By
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$0
$2,800
1% (0.010)
$0
$10,300
$13,300
5% (0.050)
$257
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$2,800
$5,000
2% (0.020)
$28
$13,300
$17,100
6% (0.060)
$390
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$5,000
$7,600
3% (0.030)
$78
More Than $17,100
6.9% (0.069)
$544
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$7,600
$10,300
4% (0.040)
$154
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For example:
Taxable income $6,800 X 3% (0.030) = $204.
$204 minus $78 = $126 tax
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If you file your Montana tax return electronically, you do not need to mail this form to us unless we ask you for a copy. When you file electronically, you
represent that you have retained the required documents in your tax records and will provide them upon the department’s request.
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