Amd Worksheet - Montana Individual Income Tax Amended Return Reconciliation Worksheet Page 2
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1
2
3Social Security Number
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X X X X X X X X X
Explanation of change(s)—include additional pages if necessary.
Tax Form and/
Line Number
Explanation
or Schedule
*12CW0201*
*12CW0201*
AMD Worksheet Instructions
Use the AMD Worksheet only to reconcile your
1099. If the mineral rights are held by a pass-through
original tax return and your amended tax return. The
entity for which you have an ownership interest or an
AMD Worksheet does not serve as an amended
estate or trust from which you receive a distribution,
return on its own. When you file an amended tax
enter the amount reported to you as your share of
return, you will need to complete a new tax return that
the withholding. If you had an ownership interest in a
reflects the corrections you are making. For example,
pass-through entity that had Montana source income
if you are amending the 2009 tax year, use the 2009
and withheld Montana income tax, enter the amount
tax form and complete a new tax return using the
here. This amount is reported to you on the Montana
corrected information.
Schedule K-1 or Form PT-WH issued by the entity.
Completing the AMD Worksheet
Completing Your Amended Tax Return
Remember to mark the “Amended Return” box found
For each change you make to a line on the tax return,
provide the line number and a detailed explanation
in the upper left hand corner of the return.
of the adjustment in the Explanation of change(s)
If you are amending to change your filing status from
section.
joint to married filing separately on the same form
Married individuals who filed “married filing separately
or separate forms, include a detailed breakdown
on the same form” will need to complete a separate
showing the allocation of income and deductions
AMD Worksheet for each spouse.
between spouses.
Lines 8 and 11: Nonresidents and part-year residents
Changes to income could affect other calculations
should report the amount for Tax (line 8) and Capital
made on your original return. If you itemized
Gains Tax Credit (line 11) after applying the ratio
deductions, you should recalculate to see if your
computed on Schedule IV (Nonresident/Part-year
income changes affect the limitations for medical
Resident Tax).
expenses and miscellaneous itemized deductions. An
adjustment to income could also change the amount
Line 17: Enter the amount of the Montana income tax
of your taxable social security benefits or the amount
withheld from your income and reported in Box 17 of
of the partial pension and annuity income exemption
your federal Form W-2, or in Box 10 of your federal
or the standard deduction.
Form 1099-R. Montana mineral royalty tax withheld
or income tax withheld as a result of an ownership
If your amended tax return results in:
interest in a pass-through entity cannot be reported
• an increase of tax due and payment was not
on this line.
received, we will send you a statement of account
Line 18: Enter the amount of the Montana income tax
showing any additional tax, penalties or interest
withheld from royalty payments received during the
due. Interest and late payment penalty are
year. This is generally reported to you on federal Form
assessed on any unpaid tax from the prescribed
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