Montana Form AB-14 is a Property Tax Exemption Application for the installation of an alternative energy system. This application allows property owners to request a property tax exemption for the installation of alternative energy systems in both residential and nonresidential properties. The exemption, which can last for ten years, is available under Montana Code 15-6-224, MCA, and ARM 42.19.1104, provided the system meets the specified criteria. The form must be submitted by March 1st to be considered for the current tax year.
How to File Montana Form AB-14?
To file Montana Form AB-14, complete the required sections of the application, including your contact details, property information, a description of the installed energy system, and the total installation cost. Attach supporting documentation for the installation cost. After completing the form, submit it to your local Department of Revenue field office by March 1st. A property inspection will be scheduled after your application is reviewed.
How to Complete Montana Form AB-14
1. Property Owner Information
- Property Owner Name: Enter your full legal name as the property owner applying for the tax exemption.
- Mailing Address: Provide your mailing address, including street address, city, state, and ZIP code.
- Email: Include your email address for correspondence related to your application.
- Phone: Provide your contact phone number for any questions or updates regarding your application.
2. Property Location Information
- Property Address: Enter the physical address of the property where the alternative energy system has been installed.
- City, State, County: Provide the city, state, and county for the property.
- Geocode: The geocode can be found on your classification and appraisal notice; enter this code here.
- Assessment Code: Also found on your classification and appraisal notice, this code is required to identify your property.
3. Description of the Alternative Energy System
- Description of the Alternative Energy System Installed: Provide a detailed description of the installed alternative energy system. This could include the type of system (e.g., solar panels, wind turbines) and any other relevant specifications.
4. Installation Cost Information
- Total Installation Cost: Enter the total cost of the installation of the energy system. This should reflect all expenses related to the purchase and installation of the system.
- Supporting Documentation: Attach documentation that verifies the installation cost, such as receipts, invoices, or contracts.
5. Installation Dates
- Installation Start Date: Enter the date when the installation of the alternative energy system began.
- Installation Finish Date: Enter the date when the installation was completed.
6. Affirmation and Signature
- Affirmation: By signing the form, you affirm under penalty of law that all the information provided in the application is true, correct, and complete as per 45-7-202, MCA.
- Signature: Sign and date the form to validate your application.
- Printed Name: Print your name as it appears on the form.
7. Submission Instructions
- Mailing Instructions: Mail the completed application to the local Department of Revenue field office that services the county where your property is located. You can find the contact information for your local office on the Montana Department of Revenue website or by calling (406) 444-6900.