Montana Property Tax Rebate – $674 Payout Eligibility and Claim Deadline 

The Property Tax Rebate provides a rebate of up to $675 annually on property taxes paid on a primary house. There is a rebate accessible for real estate taxes paid in 2023. Only eligible individuals can apply for the rebate amount of  $675. The deadline to apply for property tax rebate is 1 October 2024.

Montana Property Tax rebate 

The Montana Property Tax Rebate is a financial relief initiative designed to assist homeowners with the property taxes they pay on their primary residence. The Montana Property Tax Rebate program provides a rebate of up to $675 per year for property taxes paid on a principal residence. 

For the tax year 2023, eligible Montana residents can receive a rebate of up to $675. The rebate is $675, which cannot be more than the property taxes paid on a principal Montana dwelling in tax year 2023. 

The types of residences that qualify for this rebate include single-family homes, apartments, condominiums, and mobile homes, along with up to one acre of the surrounding land. Individuals can apply for this rebate for Tax Year 2023 from August 15, 2024, with all claims due by October 1, 2024.

What type of residents are eligible for Montana property tax rebates?

Here is the list of ineligible residences provided:

  • The rebate does not apply to properties owned by entities such as LLCs or corporations.
  • Renters are not eligible for the reimbursement. To claim the rebate, you need to own and reside in the home for a minimum of seven months in the claim year.
  • Estates and trusts that are not grantee revocable trusts are ineligible for reimbursement.

Who is eligible for the Montana Property Tax rebate?

To be eligible, you must be a Montana taxpayer who received a bill and paid property taxes on your primary living, and have accomplished the following:

  • You must own a Montana house for a minimum of seven months in 2023.
  • To be qualified, an individual must have lived in Montana for no less than seven months during 2023.
  • You were charged for property taxes, comprising special assessments and other expenses, on an eligible residence.
  • The applicant must pay property taxes on the qualified residence.

How to apply for a Montana Property Tax rebate?

To apply for Montana Property rebate, you have to go through the step-by-step instructions.

  • Go to the official https://mtrevenue.gov/ webpage.
  • Go to the forms option from the menu bar.
  • To apply online, locate and hit the TransAction Portal (TAP) option. 
  • Locate the Apply Now button and hit it.
  • A form appears on the screen.
  • Complete the form with the required details, which include taxpayer and household information, principal residence information, and an attestation that you meet the eligibility criteria.
  • Verify your information and then submit your claim form.
  • After submitting your application, whether online or by mail, keep an eye out for any communication from the Montana Department of Revenue regarding the status of your rebate.

Remember, applying online through TAP is the recommended method as it ensures faster processing and direct deposit of your rebate. For more detailed instructions and resources, you can visit the official webpage.

How to check the status of your Montana property tax rebate?

Here is the step-by-step procedure to check the status of your Montana property tax rebate given.

  • Navigate to the https://mtrevenue.gov/ website.
  • Hit and locate the option of checking the status of your property tax rebate.
  • A form appears on the screen.
  • Enter your rebate type.
  • Select your taxpayer ID type from the available options.
  • Put your social security number for confirmation.
  • Fill out the captcha.
  • Hit the validate claim option to view the status of your claim.

When can I expect to get my rebate amount?

Individuals can claim the rebate for Tax Year 2023 on August 15, 2024, and all claims must be submitted by October 1, 2024. Officials will not accept applications for Tax Year 2023 beyond this date. When your rebate amount is provided to you depends on the date of your filing and the method of filing the claim. 

It is compulsory that you file a claim with correct and true data because Submitting a claim for the Property Tax Rebate with incorrect or forged data could result in criminal punishment as well as penalties of 300% of the rebate sought, plus 5% interest and a 12% annual penalty.

Rebates submitted online will be granted within 30 days of the claim. Paper claims might take a maximum of ninety days. After your rebate has been completed, please allow at least four weeks for shipment before approaching officials about your check. Rebate payments will be mailed to taxpayers direct deposit is not possible.

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