Schedule IV: Schedule IV – Contributions, Penalties, Interest, and Other Taxes (2025)
Montana · Montana DOR · Used for tax years 2025
Montana Form 2 Schedule IV reports voluntary check-off contributions, penalties, interest, and lump-sum and recapture taxes for 2025. The total is entered on Form 2, page 1, line 19.
Who files this form
Schedule IV is the part of 2025 Montana Form 2 used to report voluntary check-off contributions, penalties, interest, and lump-sum and recapture taxes. The form does not state specific filing requirements.
What you'll need
The form asks for the following information, but does not list supporting documents to attach:
- Your name and Social Security number.
- Any voluntary check-off contribution amounts.
- Amounts for interest on underpaid estimated taxes, late filing and late payment penalties, and other interest or penalties.
- Any lump-sum and recapture tax amounts and codes.
If applicable, line 2 also asks you to mark a box for “2/3 farming gross income” or estimated payments made using the annualization method.
Questions people ask
Which programs can I contribute to?
Lines 1a through 1d list the Nongame Wildlife Program, Child Abuse Prevention, Agriculture Literacy in Montana Schools, and Montana Military Family Relief Fund.
What contribution amounts can I choose?
Each program offers $5, $10, $20, or another amount. Add the contributions from lines 1a through 1d and enter the total on line 1.
Which accounts are listed under other penalties?
Line 6 lists the First-Time Homebuyer Account, Montana Medical Savings Account, and Farm and Ranch Risk Management Account. It directs you to see the instructions.
Where does the Schedule IV total go?
Add lines 1 through 7 and enter the total on line 8. Also enter that amount on Form 2, page 1, line 19.
Does the form explain how to calculate estimated-tax interest?
No. Line 2 directs you to see the instructions for interest on underpayment of estimated taxes. No instructions were provided with this form text.