Get Mt Dor Enrg-a 2020-2026

Filling out the MT DoR ENRG-A form online can be an essential step for taxpayers seeking credit for geothermal system installations. This guide provides detailed, step-by-step instructions to ensure accurate completion of the form, making the process straightforward and accessible to all users.

Follow the steps to successfully complete the MT DoR ENRG-A form online.

1. Press the 'Get Form' button to obtain the form and open it in your preferred editor.
2. In the first field, enter your name exactly as it appears on your Montana tax return.
3. Fill in your Social Security Number or your Federal Employer Identification Number, as applicable.
4. For qualified homeowners, use column C only. For qualified contractors, complete columns A to C. Enter the physical address where the geothermal system was installed in line 1.
5. In line 2, indicate the date when the installation of your geothermal system was completed.
6. Enter the brand name and model number of the geothermal system installed in line 3.
7. If you installed more than three systems and are filing for a business, include additional schedules as necessary.
8. For lines 4 to 7, complete them only for the year you installed your geothermal system in your principal dwelling. Enter the installation cost in line 4.
9. In line 5, report any grants you received for the installation of the geothermal system.
10. Subtract line 5 from line 4 and enter the result in line 6.
11. In line 7, enter the smaller amount between line 6 or $1,500.
12. Add the amounts on line 7 of each column and enter the result in line 8, which represents your current year geothermal system credit.
13. If applicable, complete lines 9 through 11 only if you are carrying forward your unused geothermal system credit from a prior year, starting with line 9 for the amount originally allowed.
14. In line 10, enter any geothermal system credits previously claimed.
15. Subtract line 10 from line 9 and enter the result in line 11, which indicates your unused geothermal system credit.
16. Once all fields are completed accurately, save your changes, and you can download, print, or share the form as needed.

Complete your MT DoR ENRG-A form online today to ensure you receive your geothermal system credit.