How to File the Montana FID-3 Fiduciary Income Tax Return Without a CPA
Step-by-step guide to filing Montana Form FID-3 as an executor after a death, including the 2024 overhaul changes most tax software still gets wrong.
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All articles about Montana Final Tax & Estate Tax Guide.
How to Elect Portability on Form 706 for a Montana Surviving Spouse
Montana surviving spouses can preserve millions in federal estate tax exemption by filing Form 706 for portability — even when no estate tax is owed.
Best Montana Estate Tax Guide for First-Time Personal Representatives
What first-time Montana executors actually need: a guide that covers FID-3, portability, small estate thresholds, and personal liability — in the right order.
Alternatives to TurboTax for the Montana FID-3 Fiduciary Income Tax Return
TurboTax gets Montana FID-3 wrong after the 2024 overhaul. Here are better alternatives for executors filing Montana fiduciary income tax after a death.
How to Avoid Personal Liability as an Executor in Montana — Tax and Probate Pitfalls
Montana executors face real personal financial liability for tax and probate errors. Learn the specific mistakes that create liability and how to avoid them.
Montana Estate Tax Guide vs. Hiring a CPA: Which Is Right for Your Estate?
Comparing a Montana estate tax guide vs. hiring a CPA for fiduciary returns and final income tax. Which saves more money and avoids more mistakes?
Federal Estate Tax Exemption 2025: What Montana Executors Need to Know
The 2025 federal estate tax exemption is $13.99M per person. Most Montana estates won't owe a cent — but surviving spouses still need to act within deadlines.