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Montana Historic Property Preservation Credit

Understanding the Benefits and Requirements

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Business Tax Specialist

Tax Expert

3 min read
Published on 3 months ago
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Montana Historic Property Preservation Credit

The Montana Historic Property Preservation Credit allows taxpayers to claim a credit against their income tax liability for qualified rehabilitation expenditures on historic properties. This credit is designed to encourage the preservation and restoration of historic buildings in Montana.

Eligibility and Qualifying Expenditures

  • Taxpayers must incur qualified rehabilitation expenditures on a historic property located in Montana.
  • The property must be listed in the National Register of Historic Places or certified by the Montana State Historic Preservation Office.
  • Expenditures must meet IRS standards for rehabilitation and be documented appropriately.

Claiming the Credit

The credit is claimed on Line 9 of Montana Form 2, the Individual Income Tax Return. The allowable credit amount is determined based on the total qualified rehabilitation expenditures made during the tax year.

Important Notes

  • The credit is nonrefundable and can only reduce the taxpayer’s Montana income tax liability.
  • Taxpayers who are unsure about eligibility or documentation should contact the Montana Department of Revenue at (406) 444-6900 for assistance.

Source:

Montana Individual Income Tax Return Form 2 Instructions

Disclaimer: Always verify details with the official forms and instructions from the Federal or State Department of Revenue.

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