Here are some pointers to help your Montgomery tax filing go smoothly:
- Completed forms OR extension requests are due no later than April 17.
- Envelopes postmarked on or before April 17 are considered “on time.”
- Completed returns include W-2 form(s), Federal 1040 front page, any supporting Federal schedules and payment of tax due.
- File a joint return in Montgomery, even if you file separately with the IRS, just remember to provide all necessary documentation for BOTH spouses.
Requesting a Federal extension?
Forward a copy of your Federal extension request form to the Tax Office by mail, drop by City Hall or fax it no later than April 17. If you are faxing your request, the Tax Office fax number is 891-2994. For verification that your fax was received, print a copy of your fax transmission for your records to avoid any late filing penalties. If you wish to try the new Online Municipal Tax Preparation Tool.
Earnings tax office open extended hours
In addition to the office’s adjusted April hours of 7:30 a.m. to 5 p.m., Monday through Friday, through April 18, the Tax Office will be providing extended hours for the convenience of residents, using the following schedule:
Saturday, April 14 - 9 am – noon
Monday, April 16 - 7:30 am – 6 pm
Tuesday, April 17 - 7:30 am – 6 pm
For assistance completing your tax return, please bring your W-2 form(s), applicable Federal 1040 form and any supporting Federal schedules with you. The Tax Office will prepare your local return without cost and no appointment is necessary.
For your convenience, there is a locked container at the front desk of City Hall for an easy and safe drop-off of your forms and information. After-hours, there is a drop-off slot in the front door at City Hall.
For any questions, call 891-2424 and ask for the Tax Office, or visit the tax website. Additional Montgomery tax forms or Federal extension request forms are also available the website.
