M M D D 2 0 2 4 M M D D 2 0 Y Y *24CE0101* *24CE0101* 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 No Staples 2024v5 11/2024 Form 2 2024 Montana Individual Income Tax Return Current mailing address City State ZIP Code + 4 Taxable Income 1 Federal adjusted gross income from Form 1040, line 11 1 2 Federal standard deduction or adjusted federal itemized deductions (See instructions) 2 3 Subtract line 2 from line 1. This is your federal taxable income for Montana. 3 4 Montana additions to federal taxable income from Schedule I, Part I, line 9 4 5 Montana subtractions from federal taxable income from Schedule I, Part I, line 27 5 6 $5,500 subtraction for taxpayers 65 and older ($11,000 if married filing jointly and both are 65 and older) 6 7 Add lines 3 and 4. Then subtract lines 5 and 6. This is your Montana taxable income. 7 Tax, Credits, and Payments 8 Tax liability before tax credits (See instructions) 8 9 Nonrefundable tax credits from Schedule III, Part I, line 14 9 10 Subtract line 9 from line 8. This is your tax after nonrefundable tax credits. 10 11 Montana income tax withheld from: 11a Form(s) W-2 11a 11b Form(s) 1099 11b 11c Total pass-through entity tax credit from Montana Schedule(s) K-1 11c 11d Total withholding from Montana Schedule(s) K-1 11d 11e Loan-out withholding from Form LOWCERT 11e Add lines 11a through 11e 11 12 2024 estimated tax payments 12 13 Overpayment applied from 2023 return 13 14 Extension payment 14 15 Earned Income Credit. Federal EIC Multiply Federal EIC by 10% (0.10) 15 16 Elderly Homeowner/Renter Credit from Schedule 2EC, Line 30 16 17 Refundable tax credits from Schedule III, Part I, line 17 17 18 If filing an amended return: payments made with original return 18 19 Contributions, penalties, interest, and other taxes from Schedule IV, line 8 19 20 If filing an amended return: previous overpayment 20 21 Add lines 11 through 18, then subtract line 19 and 20. This is your total payments. 21 Tax Due or Overpayment 22 If line 21 is less than line 10, subtract line 21 from line 10. This is your tax due. 22 23 If line 21 is more than line 10, subtract line 10 from line 21. This is your tax overpaid. 23 24 Enter the amount from line 23 you would like applied to your 2025 estimated taxes 24 25 Enter the amount you want deposited into a 529 or 529A account 25 26 Add lines 24 and 25, then subtract from line 23. This is your refund. 26 For the year Jan 1 – Dec 31, 2024, or the tax year beginning and ending Federal Filing Status Single Married Filing Jointly Married Filing Separately Qualifying Surviving Spouse Head of Household Residency Status Resident Part-year Resident Nonresident ND Reciprocity (See Instructions) First Name Initial Last Name Social Security Number Deceased? Spouse’s First Name Initial Spouse’s Last Name Social Security Number Deceased? Mark if this is an amended return Clear Form

*24CE0201* *24CE0201* M M D D Y Y Y Y M M D D Y Y Y Y M M D D Y Y Y Y M M D D Y Y Y Y M M D D Y Y Y Y 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 Form 2 – Page 2 – 2024 Direct Deposit Your Refund Complete 1, 2, and 3. (See instructions) 1 Routing Number 2 Account Number Checking Savings 3 Mark this box if this refund is going to an account that is located outside of the United States or its territories. 4 Account Type 529 Qualified Tuition Program 529A Achieving a Better Life Experience RTN# ACCT# RTN# ACCT# 529/529A Account Deposit Information (See instructions) 529/529A deposit amount 5 Account Type 529 Qualified Tuition Program 529A Achieving a Better Life Experience Montana Individual Income Tax Nonresidents, part-year residents, and Montana residents with nonresident or part-year resident spouses, enter line 11 on Schedule II, line 24; line 12 on Schedule II, line 19; and leave line 13 below blank. 1 Enter your total Montana taxable income from page 1, line 7. If zero or less, enter 0 (zero). If you do not have a net long-term capital gains, skip lines 2 through 10 and enter 0 (zero) on line 11.

1 2 Enter your net long-term capital gains from federal Schedule D, line 15 (See instructions) 2 3 Enter the lesser of line 1 or line 2 3 4 Subtract line 3 from line 1 4 5 Enter the amount for your federal filing status: $20,500 if single or married filing separately $41,000 if married filing jointly or qualifying surviving spouse $30,750 if head of household

5 6 Subtract line 4 from line 5. If zero or less, enter zero 6 7 Enter the lesser of line 3 or line 6 7 8 Multiply line 7 by 3% (0.03) 8 9 Subtract line 6 from line 3. If zero or less, enter zero 9 10 Multiply line 9 by 4.1% (0.041) 10 11 Add lines 8 and 10. This is your Montana net long-term capital gains tax. 11 12

If you do not have a net long-term capital gain, figure your tax on the amount on line 1 using the Montana Ordinary Income Tax Table. If you have a net long-term capital gain, figure your tax on the amount on line 4 using the Montana Ordinary Income Tax Table.

This is your Montana ordinary income tax.

12 13

Residents add lines 11 and 12, and enter this amount on page 1, line 8.

This is your Montana resident tax.

13 Tax Preparer Signature Date Signed Print Name Phone PTIN Mark this box if you allow the DOR to discuss this tax return with your tax preparer. Mark this box if you allow the DOR to discuss this tax return with someone other than your tax preparer. Name Phone REQUIRED – Signature, Paid Preparer, and Third-Party Designee Under penalties of false swearing, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Taxpayer Signature Date Date of Birth Phone Spouse Signature Date Date of Birth Phone x x If you are filing a return in Montana for the first time, direct deposit is not available. Stop here and sign your return below. If the direct deposit option is available and you wish to use it, provide your bank account information, and sign your return below. Name Social Security Number

*24CE0301* *24CE0301* 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 Form 2 – Page 3 – 2024 2024v5 11/2024 Part I: Montana Adjustments to Federal Taxable Income Additions 1 Interest and mutual fund dividends from state, county, or municipal bonds from other states 1 2 Other recoveries of amounts deducted in earlier years that reduced Montana taxable income. (Do not include recoveries of federal income tax.)

2 3

3 4 State income tax deduction included in federal taxable income (See instructions) 4 5 Expenses used to claim a Montana tax credit 5 6 Other additions. 6 7 Transition adjustment for Tax Year 2024 from Transition Schedule 7 8 Recovery of federal income tax deducted in 2023 (See instructions) 8 9 Add lines 1 through 8, and enter the total on page 1, line 4. This is your Montana additions. 9 Subtractions 10 State income tax refunds included on Form 1040, Schedule 1, line 1 10 11 Interest and mutual fund dividends from federal bonds, notes, and obligations 11 12 Recoveries of amounts deducted in earlier years included in federal taxable income that did not reduce Montana income tax

12 13 Exempt tribal income. Include Form ETM 13 14 Military salary of active duty service member 14 15 Subtraction of military retirement income for working military retirees and military survivor benefits. Include Form WMRE

15 16 Montana medical savings accounts deposits and earnings from Part II, line 4 16 17 First-time homebuyer account deposits and earnings from deposits made before January 1, 2024 17 18 Family education savings (529 plan) account deposits 18 19 Achieving a Better Life Experience Act (ABLE) account deposits 19 20 Business-related expenses for purchasing recycled material. Include Form RCYL 20 21 Business expenses not included in federal taxable income due to an existing federal credit taken 21 22 Certain expenses incurred by cannabis businesses 22 23 Business sales and other miscellaneous subtractions. 23 24 Tier I Railroad Retirement Benefits included on Form 1040, line 6b 24 25 Tier II Railroad Retirement Benefits included on Form 1040, line 5b 25 26 Transition adjustment for Tax Year 2024 from Transition Schedule 26 27 Add lines 10 through 26, and enter total on page 1, line 5. This is your Montana subtractions.27 Part II: Montana Medical Savings Account (MSA) Adjustment Subtraction 1 Beginning balance. If this is a new account, enter 0 1 2 Total contributions for the year (up to $4,500 per taxpayer) 2 3 Earnings from the account: interest, dividends, capital gains, etc.

Mark this box if your account balance is less than your beginning balance (See instructions)

3 4 Add lines 2 and 3. Enter the total on Part I, line 16 4 Addition 5 Total withdrawals made during the year 5 6 Withdrawals for eligible expenses. (See instructions) 6 7 Nonqualified withdrawals. Subtract line 6 from line 5. Enter the total on Part I, line 3 7 8 Nonqualified withdrawals not subject to the 10% (0.10) penalty (See instructions) 8 9 Nonqualified withdrawals subject to penalty. Subtract line 8 from line 7 9 Code Code Taxable distribution from a Montana medical savings account Part II, line 7, or a first-time homebuyer’s account (See instructions) 2024 Montana Form 2 Schedule I – Adjustments Name Social Security Number Code Code

*24CE0401* *24CE0401* M M D D Y Y Y Y 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 Form 2 – Page 4 – 2024 2024v5 11/2024 Part-Year Resident Information Date of Residency Change State moved to State moved from Spouses with Different States of Residency (See instructions) Mark this box if one spouse is a Montana resident and the other spouse is a nonresident or part-year resident Montana Resident Spouse Social Security Number Nonresident/Part-Year Resident Spouse Social Security Number Montana Source Ordinary Income Montana source ordinary income is all income that is not considered a net long-term capital gain. 1 Wages, salaries, tips, etc. 1 2 Interest 2 3 Ordinary dividends 3 4 Refunds, credits, or offsets of local income taxes 4 5 Alimony received 5 6 Business income or (loss). Attach Form DE (See instructions) 6a Montana source business income from Form DE 6a 6b Additional Montana source business expenses related to Form DE (See instructions)

6b Subtract line 6b from line 6a. This is your net Montana source business income or (loss) 6 7 Short-term capital gain or (loss) 7 8 Other gains or (losses) 8 9 IRAs, pensions, and annuities 9 10 Rental real estate, royalties, partnership, S corporations, trusts, etc. Mark this box if you have Montana source suspended losses (See instructions) 10a Montana source income from rental real estate, royalties, partnership, S corporations, trusts, etc.

10a 10b

Additional Montana source business expenses related to rental real estate, royalties, partnership, S corporations, trusts, etc. (See instructions)

10b Subtract line 10b from line 10a. This is your net Montana source income from rental real estate, royalties, partnership, S corporations, trusts, etc.

10 11 Farm income or (loss) 11a Montana source farm income or (loss) 11a 11b Additional Montana source expenses related to farm income or (loss) (See instructions)

11b Subtract line 11b from line 11a. This is your net Montana source farm income or (loss) 11 12 Social Security Benefits 12 13 Other income and adjustments to income (See instructions) 13 14 Montana source additions to income (See instructions) 14 15 Reserved 15 16 Add lines 1 through 15. This is your Montana source ordinary income 16 Everywhere Ordinary Income 17 Everywhere Ordinary Income 17a Enter Form 1040, line 9 17a 17b Certain federal adjustments (See instructions)

17b 17c Enter net long-term capital gain from federal Schedule D, line 15 17c Subtract lines 17b and 17c from line 17a.

This is your everywhere ordinary income for Montana.

17 2024 Montana Form 2 Schedule II – Tax on Montana Source Income

. . *24CE0501* *24CE0501* 00 00 00 00 00 00 00 Form 2 – Page 5 – 2024 Montana Source Ordinary Income Tax 18

Divide line 16 by line 17. Round to 6 decimal places and do not enter more than 1.000000

This is your Montana source ordinary income ratio.

18 19 Enter your Montana ordinary tax from page 2, line 12 19 20 Multiply the tax on line 19 by the ratio on line 18.

This is your Montana source ordinary income tax.

20 Montana Source Net Long-Term Capital Gains Tax 21 Net long-term capital gains from Schedule D, line 15 21 22 Montana source net long-term capital gains 22 23 Divide line 22 by line 21. Round to 6 decimal places and do not enter more than 1.000000.

This is your Montana source net long-term capital gains ratio.

23 24 Enter your Montana net long-term capital gains tax from page 2, line 11 24 25 Multiply the tax on line 24 by the ratio on line 23.

This is your Montana source net long-term capital gains tax.

25 Total Tax on Montana Source Income 26 Add lines 20 and 25. Enter here and on page 1, line 8.

This is your total tax on Montana source income.

26 2024 Montana Form 2 Schedule II – Tax on Montana Source Income (Continued) Name Social Security Number

C G R - - - - - - - - - - - - *24CE0601* *24CE0601* 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 Form 2 – Page 6 – 2024 2024v5 11/2024 Part I: Tax Credits Nonrefundable Credits 1 Total credit for an income tax liability paid to another state or country from Part II, line 21 1 2 Qualified endowment credit. Include Form QEC 2 3 Recycle credit. Include Form RCYL 3 4 Apprenticeship credit 4 5 Trades education and training credit. Include Form TETC 5 6

Innovative educational program credit Credit confirmation code Credit confirmation code

6 7

Student scholarship organization credit Credit confirmation code Credit confirmation code

7 8 Contractor’s gross receipts tax credit. If multiple CGR accounts, mark here CGR Account ID:

8 9 Historic property preservation credit. Include federal Form 3468 9 10 Infrastructure users fee credit. Include Form IUFC 10 11

Media credit. Include Form MEDIA-CLAIM UCRN UCRN

11 12 Jobs growth incentive credit. Include Form JGI Credit certificate number

12 13 Carryforward amount from an expired or repealed tax credit (See instructions) Tax credit code

13 14 Add lines 1 through 13 and enter the total on page 1, line 9.

These are your nonrefundable credits.

14 Refundable Credits 15 Adoption credit. Include Form ADPT 15 16 Unlocking public lands credit 16 17 Add line 15 and 16 and enter the total on page 1, line 17. These are your refundable credits. 17 2024 Montana Form 2 Schedule III – Tax Credits Name Social Security Number

*24CE0701* *24CE0701* . . . . 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 Form 2 – Page 7 – 2024 Part II: Credit For Income Taxes Paid To Another State Or Country Montana Ordinary Income Tax 1

Enter your income sourced and taxable to another state or country that is included in your Montana taxable income or in your Montana source income if a part-year resident, excluding any net long-term capital gains. (See instructions)

1 2 Enter all income sourced and taxable to the other state or country Enter state’s abbreviation

2 3 Income sourced and taxable to Montana excluding your net long-term capital gains (See instructions) 3a If a full-year resident, enter Form 1040, line 9 excluding your net long-term capital gains

3a 3b If a full-year resident, enter expenses related to sourced and taxable income

3b Full-year residents subtract line 3b from line 3a. Part-year residents, enter Schedule II, line 17.

3 4 Enter your total tax liability paid to the other state or country 4 5 Enter your Montana ordinary income tax (See instructions) 5 6 Divide line 1 by line 2. Round to 6 decimal places and do not enter more than 1.000000 6 7 Multiply line 4 by line 6 7 8 Divide line 1 by line 3. Round to 6 decimal places and do not enter more than 1.000000 8 9 Multiply line 5 by line 8 9 10 Enter the lesser of the amounts on lines 4, 7, or 9 here. This is your credit for income tax paid to another state or country for Montana ordinary income tax.

10 Montana Net Long-Term Capital Gains Tax 11

Enter your net long-term capital gain sourced and taxable to another state or country that is included in your Montana taxable income or in your Montana source income if a part-year resident. (See instructions)

11 12 Enter all income sourced and taxable to the other state or country Enter state’s abbreviation

12 13 If a full-year resident, enter federal Schedule D, line 15. Part-year residents, enter Schedule II, line 22.

13 14 Enter your income tax liability paid to the other state or country (See instructions) 14 15 Enter your Montana net long-term capital gains tax (See instructions) 15 16 Divide line 11 by line 12. Round to 6 decimal places and do not enter more than 1.000000 16 17 Multiply line 14 by line 16 17 18 Divide line 11 by line 13. Round to 6 decimal places and do not enter more than 1.000000 18 19 Multiply line 15 by line 18 19 20 Enter the lesser of the amounts on lines 14, 17, or 19 here. This is your credit for income tax paid to another state or country for Montana net long-term capital gains tax.

20 Total Credit for Income Taxes Paid to Another State or Country 21 Add lines 10 and 20. Enter the total here and on Part I, line 1. 21 2024 Montana Form 2 Schedule III – Tax Credits (Continued) Name Social Security Number

*24CE0801* *24CE0801* 00 00 00 00 00 00 00 00 00 00 00 00 Form 2 – Page 8 – 2024 2024v5 11/2024 1 Total voluntary check-off contribution programs from lines 1a through 1d Total voluntary check-off contribution programs from lines 1a through 1d 1 2 Interest on underpayment of estimated taxes (See worksheet in instructions) 2 3 Late filing penalty 3 4 Late payment penalty 4 5 Interest 5 6

6 7 Lump-sum and recapture taxes (See instructions) 7 8 Add lines 1 through 7, and enter on page 1, line 19.

These are your total contributions, penalties, interest, and other taxes.

8 Other penalties (See instructions)

First-Time Homebuyer Account Medical Care Savings Account Farm and Ranch Risk Management Account 1a Nongame Wildlife Program $5 $10 $20 other amount 1b Child Abuse Prevention $5 $10 $20 other amount 1c Agriculture Literacy in Montana Schools $5 $10 $20 other amount 1d Montana Military Family Relief Fund $5 $10 $20 other amount If applicable, mark the appropriate box 2/3 farming gross income Estimated payments made using the annualization method 2024 Montana Form 2 Schedule IV – Contributions, Penalties, Interest, and Other Taxes Name Social Security Number Code Code

*24CE0901* *24CE0901* Form 2 – Page 9 – 2024 2024v5 11/2024 Adjustment Type: Federal Audit Amended Federal Return Montana Adjustment Other A B C Form or Schedule Line or Box Reason 2024 Montana Form 2 Schedule V – Amended Return Information Name Social Security Number

M M D D Y Y Y Y . *24CE1001* *24CE1001* . 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 Form 2 – Page 10 – 2024 2024v5 11/2024 Gross Household Income 1 Wages, salaries, tips, etc. 1 2 Interest 2 3 Dividends 3 4 IRA distributions from Form 1099-R (Do not include rollovers) 4 5 Pensions and annuities from Form 1099-R and Tier II Railroad Retirement benefits (Do not include rollovers)

5 6 Social Security benefits and Tier I Railroad Retirement benefits (See instructions) 6 7 Capital gain, including any exclusion 7 8 Refundable credits received, including your elderly homeowner renter credit received in 2024 8 9 Alimony 9 10 Business income 10 11 Other gains 11 12 Rental real estate, royalties, partnerships, S corporations, trusts, etc. 12 13 Farm income 13 14 Unemployment compensation 14 15 Other income not included above (See instructions) 15 16 Government assistance and support money 16 17 Income received by other members of your household 17 18 Add lines 1 through 17. This is your gross household income. 18 Net Household Income 19 Your standard exclusion is entered here for you 19 12600 20 Subtract line 19 from line 18 and enter the result here, but not less than zero 20 21 Enter your multiplier rate from the Household Income Reduction Table 21 22 Multiply line 20 by line 21. This is your net household income. 22 First Name Initial Last Name Social Security Number Date of Death Physical address City State ZIP Code + 4 Attestation I reached age 62 by December 31, 2024 I resided in Montana for a minimum of nine months during 2024 I occupied a Montana residence as a renter, owner, or lessee for at least six months during 2024 The combined gross household income was less than $45,000 for 2024 (See instructions) I am the only member of my household claiming this credit Household Occupancy How many people lived in your household during 2024? Credit Calculation 23 Enter the property tax you were billed for your Montana residence and up to one acre in 2024 23 24 Enter the rent that you paid in 2024 for your Montana residence 24 25 Multiply line 24 by 15% (0.15) 25 26 Add lines 23 and 25 26 27 Subtract line 22 from line 26 and enter the result here, but not less than zero 27 28 Enter the lesser of line 27 or $1,150 28 29 Enter the percentage from the Credit Multiplier Table that corresponds to your gross household income on line 18 (See instructions)

29 30 Multiply line 28 by the percentage on line 29 and enter the total here.

This is your elderly homeowner/renter credit.

30 2024 Montana Form 2 Schedule 2EC – Elderly Homeowner/Renter Credit

*24CE1101* *24CE1101* 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 Form 2 – Page 11 – 2024 2024v5 11/2024 Part I: Passive Loss, Capital Loss, and Basis Adjustment 1 Federal passive activity loss carryover as of January 1, 2024 1 2 Primary taxpayer’s Montana passive activity loss carryover as of January 1, 2024 2 3 Spouse’s Montana passive activity loss as of January 1, 2024 3 4 Add lines 2 and 3. Total Montana passive activity loss carryover 4 5 Subtract line 4 from line 1.

This is your Montana passive activity loss carryover transition adjustment.

5 6 Federal capital loss carryover as of January 1, 2024 6 7 Primary taxpayer’s Montana capital loss carryover as of January 1, 2024 7 8 Spouse’s Montana capital loss carryover as of January 1, 2024 8 9 Add lines 7 and 8. Total Montana capital loss carryover 9 10 Subtract line 9 from line 6. This is your Montana capital loss carryover transition adjustment. 10 11 Federal adjusted basis for asset with a differing Montana adjusted basis 11 12 Montana adjusted basis of asset 12 13 Subtract line 12 from line 11. This is your Montana adjusted basis adjustment. 13 14

Add lines 5, 10, and 13. If the result is a positive number, enter it on Schedule I, Part I, line 7. If the result is a negative number, enter it as a positive number on Schedule I, Part I, line 26.

This is your transition adjustment for Tax Year 2024.

14 Part II: Recovery of Federal Income Tax Deducted in 2023 1 Enter your total federal taxes paid in 2023 as reported on your 2023 Form 2, Itemized Deductions Schedule, lines 4a through 4d

1 2 Enter the federal income tax refund you received in 2024 2 3 Enter any refundable credits claimed on your 2023 federal Form 1040 3 4 Subtract line 3 from line 2.

This is the portion of your federal refund that is a result of taxes you paid.

4 5 Enter the amount reported on your 2023 Form 2, Itemized Deductions Schedule, line 4 5 6 Enter the federal income taxes included on line 16 of your 2023 federal Form 1040 6 7 Subtract line 4 from line 1 and enter the result here, but not less than zero 7 8 Subtract line 7 from line 5 8 9 Subtract line 6 from line 5 9 10 Enter the lesser of line 9 or line 8.

This is the amount of taxes you deducted that were refunded to you.

10 11 Enter the amount reported your 2023 Form 2, Itemized Deductions Schedule, line 19 11 12 Enter your Montana Adjusted Gross Income from 2023 Form 2, page 1, line 14 12 13

Calculate the 2023 standard deduction: • If your filing status was single or married filing separately, enter 20% (0.20) of line 12, but not less than $2,460 or more than $5,540 • If your filing status was married filing jointly or head of household, enter 20% (0.20) of line 12, but not less than $4,920 or more than $11,080

13 14 Subtract line 13 from line 11 14 15 If your 2023 taxable income was less than zero, enter your 2023 taxable income as a negative number. Otherwise enter 0.

15 16 Add line 15 to the lesser of line 10 or line 14. If the result is less than zero, enter 0. Enter here and on Schedule I, Part I, line 8

16 2024 Montana Form 2 Transition Schedule Name Social Security Number To make an election to report a Transition Adjustment, complete this schedule and include it with your income tax return. See the instructions for more information.

*24CE1201* *24CE1201* 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 Form 2 – Page 12 – 2024 A B C D E Tax Year Description Beginning Balance Amount Absorbed Remaining Balance 2024 Montana Form 2 Transition Schedule (Continued) Name Social Security Number Loss Carryover Transition Adjustment Worksheet If applicable, complete a worksheet for each spouse and each adjustment item. Type of adjustment: Passive Activity Capital Basis