Instructions For Form 2m - Individual Income Tax Forms And Instructions (Includes Form 2ec) - 2011 Page 33

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Page 2EC-3
Instructions for fi ling Montana Form 2EC
US Virgin Islands, Federated States of Micronesia, and
● Call us for information about the processing of your
Guam).
claim or the status of your refund;
If your fi nancial institution does not accept the direct
● Receive copies of notices or transcripts related to your
deposit or if the direct deposit information that you provided
claim, upon request; and
is incomplete, we will mail you a refund check.
● Respond to notices from us about math errors, offsets
and claim preparation.
Sign Your Credit Claim
You are not authorizing the designee to discuss any other
This form is not considered a valid claim unless you sign it.
tax year, receive any refund check, bind you to anything
If you are fi ling a joint claim, your spouse must also sign.
or otherwise represent you before the department. If you
If you have someone prepare your Form 2EC, you are still
want to expand the designee’s authorization, please view
responsible for the correctness of the claim.
information about granting someone power of attorney at
revenue.mt.gov.
Electronic Signatures
The authorization will automatically end no later than the
If you are fi ling your claim electronically, you are not
due date (without regard to extensions) for fi ling your 2012
required to actually sign your claim. The act of fi ling your
return. This is April 15, 2013 for most people.
claim electronically signifi es your declaration, under the
penalty of false swearing, that:
File Your Form 2EC Electronically
● You are the taxpayer identifi ed in the claim; and
File Form 2EC with your Form 2 or 2M, or alone if not
● The information in the claim is true, correct, and
required to fi le a Montana tax return, through our website.
complete.
For further information on fi ling Form 2EC electronically,
please visit our website at revenue.mt.gov.
Your fi ling electronically, with this declaration, is your
signature.
If you choose not to fi le electronically and you are not
required to fi le Montana Form 2 or 2M, please mail your
Daytime Phone Number
Form 2EC to:
Providing your daytime phone number may help speed
Montana Department of Revenue
the processing of your claim. We may have questions
PO Box 6577
about items on this form and if you are able to answer our
Helena, MT 59604-6577
questions over the phone, we may be able to continue
processing your claim without mailing you a letter. If you
How can I fi nd out more about this credit?
are fi ling a joint claim, you can enter either your or your
If you need additional information on this credit or other tax
spouse’s daytime phone number.
issues, please call us toll free at (866) 859-2254 (in Helena,
444-6900) or visit our website at revenue.mt.gov.
Paid Preparer
Anyone you pay to prepare your claim must sign it and
include his or her Preparer Tax Identifi cation Number
(PTIN) in the space provided. Preparers should have a
You May Qualify for Other
PTIN, but the preparer’s Social Security Number (SSN)
Property Tax Relief!
may be used when the paid preparer does not have a
The Elderly Homeowner/Renter Credit is just one
PTIN. The paid preparer must also include his or her
option for Montanans to receive property tax relief.
fi rm’s Federal Employer Identifi cation Number (FEIN), if
If you own your home, you may also be eligible for
applicable. The preparer must give you a copy of this form
assistance with your property tax bill.
for your records. Someone who prepares your claim but
To see if you qualify for the Property Tax Assistance
does not charge you should not sign your claim.
Program (PTAP) or Disabled American Veterans
(DAV) Property Tax Benefi ts, or to receive an
Third Party Designee
application form, you may do any of the following:
If you want to allow your preparer, a friend, a family
● Visit our website at revenue.mt.gov. Go to our A-Z
member, or any other person you choose to discuss your
Index and click on “Property Tax Relief”
2011 Form 2EC with the department, mark the “Yes” box in
the bottom of the signature block. You must also enter the
● Contact your local Department of Revenue county
designee’s printed name and phone number. If you do not
offi ce
complete this section in its entirety, we cannot discuss your
● Call us toll free (866) 859-2254 (Helena area,
claim with a third party.
444-6900)
If you mark the “Yes” box, you, and your spouse if fi ling
The due date for applying for these tax relief
a joint claim, are authorizing the department to call the
programs is April 15, 2012.
designee to answer any questions that may arise during
the processing of your claim. You are also authorizing the
designee to:
● Give us any information that is missing from your claim;

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