How to Request Tax Records
Looking for tax records or documents from our files? We can help.
You may request a copy of your tax information, including your tax return. We keep tax returns for five years.
What You’ll Need
To request your records, you must provide:
- A written request – You can use the Request for Copies of Tax Information (Form RTI)
- Proof of identity – For example, a copy of your driver’s license or state ID card
- If requesting for someone else – A signed Power of Attorney
How to Submit Your Request
By Mail:
Montana Department of RevenueAttn: Request for Tax Information
PO Box 5805
Helena, MT 59604
By Fax:
(406) 444-6642