Property, Income Tax Rebates on Tap for Montanans

“Older Montanans pay their fair share of taxes,” notes Tim Summers, AARP Montana state director.

Now, they can get some of that money back. Due to a state budget surplus, many Montanans will receive an automatic income tax rebate — up to $1,250 for individuals, $2,500 for couples — if they filed their 2020 and 2021 Montana income tax returns by the due date for tax year 2021.

They can also receive property tax rebates — up to $500 for homeowners, each year, for 2022 and 2023. Claims can be submitted for each year’s rebates from Aug. 15 to Oct. 1 of the following year.

AARP advocated for the rebates, which were signed by Gov. Greg Gianforte (R) in March. A subsequent bill to increase the rebates was signed by the governor in June; as of press time, details were being finalized.

Be sure not to miss out on property tax relief programs for which you might be eligible: check programs and eligibility with the Montana Department of Revenue here >>

Details at mtrevenue.gov.