The Property Tax Rebate is a rebate of up to $675 a year of property taxes paid on a principal residence. There is a rebate available for property taxes paid for the 2022 tax year and another rebate available for property taxes paid for the 2023 tax year.
Property Tax Rebate Amount
Each rebate is $675 or an amount not to exceed the property taxes on a principal Montana residence for each year.
Qualifications
Each rebate is only available to taxpayers who were billed and paid Montana property taxes on their principal residence in each year. To qualify, during each year, you must have:
owned a Montana residence for at least seven months,
lived in this Montana residence for at least seven months,
had property taxes, including special assessments and other fees, billed on this residence, and
paid those property taxes on this residence.
If you moved in either year, you may still claim a rebate if you owned and lived in a principal residence for at least seven consecutive months for the year of the rebate and were billed and paid property taxes on this residence.
The property tax bill must be addressed to and in the name of the individual or grantor revocable trust claiming the rebate. Homes held in an LLC or corporation aren’t eligible for the rebate, even if a member or shareholder lived in the home for more than seven months during 2022 or 2023. Estates and trusts, other than grantor revocable trusts, are not eligible for the rebate.
Claiming a Rebate
Taxpayers may claim the 2023 rebate online through the TransAction Portal or by paper form beginning August 15, 2024. Or, visit getmyrebate.mt.gov. The claim must be filed by October 1, 2024.
Rebate Mailings
You may receive two mailings about the 2023 rebates, in June and August, 2024.
In June, taxpayers who owned residential property during tax year 2023 will receive a postcard about the 2023 rebate.
In August, taxpayers who owned residential property during tax year 2023 will receive a notice with eligibility information and how to claim the rebate.
Receipt of either notice does not necessarily mean you are eligible for the 2023 Property Tax Rebate. Please read the letter to determine if you qualify for the 2023 rebate and how to claim it.
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