Instructions For Form 2m - Individual Income Tax Forms And Instructions (Includes Form 2ec) - 2011 Page 14

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Page 10
Instructions for fi ling Montana Form 2M
If you would like to use direct deposit, enter your fi nancial
● The information in the return is true, correct, and
institution’s routing number (RTN#) and your account
complete.
number (ACCT#) in the space provided. Your routing
Your fi ling electronically, with this declaration, is your
number will be nine digits and your account can be up to
signature.
17 characters, including numbers and letters. Mark whether
your account is a checking or savings account and if your
Daytime Phone Number
refund will go to a bank outside of the United States and its
Providing your daytime phone number may help speed
territories (Midway Islands, Puerto Rico, American Samoa,
the processing of your return. We may have questions
US Virgin Islands, Federated States of Micronesia and
about items on your return and if you are able to answer
Guam).
our questions over the phone, we may be able to continue
If your fi nancial institution does not accept the direct
processing your return without mailing you a letter. If you
deposit, we will mail you a refund check.
are fi ling a joint return, you can enter either your or your
spouse’s daytime phone number.
A sample of a personal check is provided for your
convenience.
Paid Preparer
Anyone you pay to prepare your return must sign it and
include his or her Preparer Tax Identifi cation Number
(PTIN) in the space provided. Preparers should have a
PTIN, but the preparer’s Social Security Number (SSN)
may be used when the paid preparer does not have a
PTIN. The paid preparer must also include his or her
fi rm’s Federal Employer Identifi cation Number (FEIN), if
applicable. The preparer must give you a copy of the return
for your records. Someone who prepares your return but
Step 9. Sign, Assemble and File Your
does not charge you should not sign your return or include
their PTIN or SSN.
Return
Third Party Designee
► Did you…?
If you want to allow your preparer, friend, family member,
● Get a confi rmation that your Montana return was
or any other person you choose to discuss your 2011
accepted, if you are fi ling electronically.
tax return with the department, mark the “Yes” box in the
● Sign your tax return if you are fi ling on paper.
bottom of the signature block. You will also need to enter
Have your spouse sign the return if you are
your designee’s printed name and phone number.
married fi ling a joint return.
If you are fi ling a joint return, you are automatically
● Fill out the third party designee section
authorizing us to discuss the joint return with either spouse,
completely if you want to allow someone else to
but you will still need to complete the third party designee
discuss your return with us.
section if you wish to allow another person, such as a tax
preparer, to discuss your return with us.
● Include Schedules I and II if you fi lled those out.
You do not need to include blank schedules or
If you do not complete the third party designee section
any worksheets.
according to these instructions, we cannot discuss your
return with another person. By completing this section, you
are authorizing the designee to:
Sign Your Return
● Give us any information that is missing from your
return;
Your tax return is considered incomplete unless you sign
it. If you are fi ling a joint return, your spouse must also
● Call us for information about the processing of your
sign. Incomplete returns cannot be processed and require
return or the status of your refund or payment(s); and
us to contact you for additional information. If you have
● Respond to notices from us about math errors, offsets
someone prepare your return, you are still responsible for
and return preparation.
the correctness of the return. If you are fi ling a joint return as
You are not authorizing the designee to discuss any other
2)
a surviving spouse, see FAQ
on page 21.
tax year, receive any refund check, bind you to anything
or otherwise represent you before the Department. If you
Electronic Return Signatures
want to expand the designee’s authorization, please view
If you are fi ling your return electronically, you are not
information about granting someone power of attorney at
required to actually sign your return. The act of fi ling your
revenue.mt.gov.
return electronically signifi es your declaration, under the
The authorization will automatically end no later than the
penalty of false swearing, that:
due date (without regard to extensions) for fi ling your 2012
● You are the taxpayer identifi ed in the return; and
return. This is April 15, 2013 for most people.

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