1031 Exchanges in Montana

Everything you need to know about buying and selling Montana real estate while minimizing your taxable gain.

Montana Capital Gains Tax Rates

The Combined Rate accounts for Federal, State, and Local tax rate on capital gains income, the 3.8 percent Surtax on capital gains and the marginal effect of Pease Limitations (which results in a tax rate increase of 1.18 percent). Montana allows for a 2.0% credit in combined State and Local capital gains rates.

State Rate
Local Rate
2% credit
Combined Rate

Montana Income Tax Rates

Montana allows for a deduction of all federal taxes actually paid in cash during the year. The deduction is equal to federal taxes withheld from your paycheck during the year, plus any estimated payments made during the year, plus any federal taxes paid with your prior year’s tax return during the year. Montana filers' standard deduction is 20 percent of AGI. For single taxpayers, the deduction must be between $2,090 and $4,710. For married taxpayers, the deduction must be between $4,180 and $9,420.

Find a Qualified Intermediary

Work with a qualified intermediary to qualify for a tax deferred real estate exchange. Find a local Montana intermediary or exchange facilitator below.

1031 Property Exchange, LLC

241 Blazer Trail, Bozeman MT 59718