Form MDV "Montana Disabled Veteran (Mdv) Property Tax Relief Application Form" - Montana

Form MDV is a Montana Department of Revenue - issued form also known as the "Montana Disabled Veteran (mdv) Property Tax Relief Application Form".

Download a PDF version of the latest Form MDV down below or find it on the Montana Department of Revenue Forms website.

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Download Form MDV "Montana Disabled Veteran (Mdv) Property Tax Relief Application Form" - Montana

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CLEAR FORM
ASSESSMENT CODE:
Montana Disabled Veteran (MDV) Property Tax Relief Application for Tax Year 2019
15-6-311, MCA
Part I. General Information
● Apply by April 15.
● You have to meet income and property ownership/occupancy every year.
● The benefit only applies to your primary residence. For agricultural and timber parcels, the only eligible land is
the one-acre home site.
● Once you have applied for the program, we will notify you each year whether you qualify. You will be included in
the program’s annual income verification until you move from your residence.
Part II. Required Information
Property Owner Name
Spouse’s Name
q
q
q
q
Birth Date __________________
Male
Female
Birth Date __________________
Male
Female
-
-
-
-
Social Security Number
Social Security Number
Contact Phone Number ___________________________
Contact Phone Number __________________________
County _______________________________________
Applicant’s Mailing Address
Applicant’s Primary Residence Physical Address
q
q
Did you file a Montana income tax return for tax year 2017? ......................................................................
Yes
No
Provide your 2017 Federal Adjusted Gross Income (FAGI), excluding capital and income losses.
Include your spouse’s income if you are married. (Spouses’ incomes are included regardless if
they are owners of the property.) ................................................................................................................. $ ____________
If you are new to Montana, provide a copy of your 2017 federal income tax return.
q
q
Is your only income from social security, veterans’ benefits and/or other nontaxable sources? .................
Yes
No
If yes, include a copy of your social security statement and/or other income documentation with this
completed application form.
If this application is for a mobile or manufactured home, do you own the land upon which your
q
q
home is located? .........................................................................................................................................
Yes
No
Reminder! You must include your 100% disability letter from the U.S. Department of Veterans Affairs (VA) with this
application. (See Part III, Qualifying Criteria.)
Return your completed and signed application to your local Department of Revenue field office. Your application must
be postmarked or hand delivered by April 15. Go to
for the mailing addresses of field offices or call us
revenue.mt.gov
at (406) 444-6900 or Montana Relay at 711 for hearing impaired. (If you miss the deadline, apply as soon as possible to
ensure you are included in the program’s verification process for the following tax year.)
Important! Your signature is required in Part IV or Part V.
CLEAR FORM
ASSESSMENT CODE:
Montana Disabled Veteran (MDV) Property Tax Relief Application for Tax Year 2019
15-6-311, MCA
Part I. General Information
● Apply by April 15.
● You have to meet income and property ownership/occupancy every year.
● The benefit only applies to your primary residence. For agricultural and timber parcels, the only eligible land is
the one-acre home site.
● Once you have applied for the program, we will notify you each year whether you qualify. You will be included in
the program’s annual income verification until you move from your residence.
Part II. Required Information
Property Owner Name
Spouse’s Name
q
q
q
q
Birth Date __________________
Male
Female
Birth Date __________________
Male
Female
-
-
-
-
Social Security Number
Social Security Number
Contact Phone Number ___________________________
Contact Phone Number __________________________
County _______________________________________
Applicant’s Mailing Address
Applicant’s Primary Residence Physical Address
q
q
Did you file a Montana income tax return for tax year 2017? ......................................................................
Yes
No
Provide your 2017 Federal Adjusted Gross Income (FAGI), excluding capital and income losses.
Include your spouse’s income if you are married. (Spouses’ incomes are included regardless if
they are owners of the property.) ................................................................................................................. $ ____________
If you are new to Montana, provide a copy of your 2017 federal income tax return.
q
q
Is your only income from social security, veterans’ benefits and/or other nontaxable sources? .................
Yes
No
If yes, include a copy of your social security statement and/or other income documentation with this
completed application form.
If this application is for a mobile or manufactured home, do you own the land upon which your
q
q
home is located? .........................................................................................................................................
Yes
No
Reminder! You must include your 100% disability letter from the U.S. Department of Veterans Affairs (VA) with this
application. (See Part III, Qualifying Criteria.)
Return your completed and signed application to your local Department of Revenue field office. Your application must
be postmarked or hand delivered by April 15. Go to
for the mailing addresses of field offices or call us
revenue.mt.gov
at (406) 444-6900 or Montana Relay at 711 for hearing impaired. (If you miss the deadline, apply as soon as possible to
ensure you are included in the program’s verification process for the following tax year.)
Important! Your signature is required in Part IV or Part V.
Part III. Qualifying Criteria
A reduced property tax rate is available for 100% disabled veterans and the unmarried surviving spouse who qualify. You
must own or currently be under contract to purchase a home or mobile/manufactured home and live in the home as your
primary residence for at least seven months of the year.
Important: You must provide a letter from the U.S. Department of Veterans Affairs (VA) with this application verifying
that you are currently rated or paid at the 100% disabled rate for a service-connected disability. If your disability rating
is temporary, we will periodically ask you to provide an updated verification letter from the VA. The VA cannot give your
information directly to us. Surviving spouses must provide letters from the VA verifying that their deceased spouses were
rated or paid at the 100% disabled rate at the time of their death or died while on active duty or as the result of a service-
connected disability.
For tax year 2019, the income guidelines are: A single applicant’s Federal Adjusted Gross Income (FAGI), excluding
capital and income losses, must be less than $52,507 and head of household and married applicants’ FAGI must be less
than $60,585. Spouses’ incomes are included regardless of whether they are owners of the property. Unmarried surviving
spouses’ FAGI must be less than $45,775.
You only need to report your income one time. In future years, we will determine your eligibility through our annual
verification process.
Part IV. Affirmation and Signature of Montana Disabled Veteran
I affirm that I have been honorably discharged from active service in the armed forces, and I am currently rated 100%
disabled or paid at the 100% disabled rate because of a service-connected disability.
Under penalty of law, I/we affirm that I/we are owners of the property on which we are applying for the property tax benefit,
that I/we occupied the property as my/our primary residence for at least seven months of a calendar year and that the
information provided in this application form is true and correct.
X Property Owner Signature ____________________________________________ Date ________________________
X Property Owner’s Spouse Signature ____________________________________ Date ________________________
X Signature of Person Completing this Form
(if other than applicant) _______________________________________________ Date ________________________
Printed Name ________________________________________________________ Phone ______________________
Relationship to Applicant ___________________Email or Other Contact Information _____________________________
Part V. Affirmation and Signature of Surviving Spouse of Montana Disabled Veteran
I affirm that I am the surviving spouse of a veteran who was rated 100% disabled or paid at the 100% disabled rate as
a result of a service-connected disability at the time of death, died while on active duty, or died as a result of a service-
connected disability, and I have remained unmarried.
Under penalty of law, I affirm that I am the owner of the property on which I am applying for the property tax benefit, that
I occupied the property as my primary residence for at least seven months of a calendar year and that the information
provided in this application form is true and correct.
X Property Owner Signature ____________________________________________ Date ________________________
X Signature of Person Completing this Form
(if other than applicant) _______________________________________________ Date ________________________
Printed Name ________________________________________________________ Phone ______________________
Relationship to Applicant ___________________Email or Other Contact Information _____________________________
Please let us know how you heard about the Montana Disabled Veteran Property Tax Relief Program (MDV).
________________________________________________________________________________________________
Questions? Please call us at (406) 444-6900 or Montana Relay at 711 for hearing impaired, or visit our
website at revenue.mt.gov.
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