Request for Informal Review

What is the Request for Informal Review

The Request for Informal Review, commonly referred to as Montana AB, is a formal process that allows taxpayers to contest property tax assessments made by the Montana Department of Revenue. This process is designed to provide an avenue for taxpayers to seek a review of their property classification or valuation without the need for formal appeals. It is particularly useful for those who believe their property has been incorrectly assessed, leading to an unfair tax burden.

How to Use the Request for Informal Review

To utilize the Request for Informal Review, taxpayers must complete the Montana AB-26 form. This form requires detailed information about the property in question, including its location, current assessed value, and the reasons for the request. Once completed, the form should be submitted to the local Department of Revenue office. It is essential to provide accurate and thorough information to ensure a fair review process.

Steps to Complete the Request for Informal Review

Completing the Request for Informal Review involves several key steps:

1. Obtain the Montana AB-26 form from the Montana Department of Revenue website or your local office.
2. Fill out the form with accurate details regarding your property and the specific issues you wish to contest.
3. Gather any supporting documents that substantiate your claims, such as previous tax assessments or property appraisals.
4. Submit the completed form and supporting documents to the appropriate local Department of Revenue office.
5. Await confirmation of receipt and any further instructions regarding the review process.

Required Documents

When submitting the Request for Informal Review, it is important to include all necessary documentation to support your case. Required documents may include:

• A completed Montana AB-26 form.
• Previous property tax assessments.
• Any relevant appraisals or property valuations.
• Photographs or descriptions of the property that illustrate its condition or features.

Eligibility Criteria

To be eligible for the Request for Informal Review, taxpayers must own the property in question and must have received a property tax assessment from the Montana Department of Revenue. The request must be submitted within a specific timeframe following the assessment notice, typically within thirty days. Understanding these criteria is crucial for a successful review process.

Form Submission Methods

Taxpayers can submit the Montana AB-26 form through various methods, ensuring flexibility and convenience. The available submission methods include:

• Online submission via the Montana Department of Revenue's official website.
• Mailing the completed form to the local Department of Revenue office.
• In-person delivery at the local office for immediate processing.