1031 Exchange Montana
Montana Opportunity Zones

Capital Gains Rates

State Rate 5.90%

Local Rate 0.00%

Deduction 2% credit

Combined Rate 30.90%

Additional State Capital Gains Tax Information for Montana

The Combined Rate accounts for Federal, State, and Local tax rate on capital gains income, the 3.8 percent Surtax on capital gains and the marginal effect of Pease Limitations (which results in a tax rate increase of 1.18 percent). Montana allows for a 2.0% credit in combined State and Local capital gains rates.

Additional State Income Tax Information for Montana

Montana allows for a deduction of all federal taxes actually paid in cash during the year. The deduction is equal to federal taxes withheld from your paycheck during the year, plus any estimated payments made during the year, plus any federal taxes paid with your prior year’s tax return during the year. Montana filers' standard deduction is 20 percent of AGI. For single taxpayers, the deduction must be between $2,090 and $4,710. For married taxpayers, the deduction must be between $4,180 and $9,420.

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Source: Tax Foundation State Individual Tax Rates and Brackets for 2020 as of March 2020

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