INSTRUCTIONS: MONTANA DISABLED AMERICAN VETERAN PROPERTY TAX RELIEF APPLICATION (Form PPB-8A)

Honorably discharged military members residing in Montana who are completely and permanently disabled who meet the income limitation requirements may file a form PPB-8A to seek a property tax exemption on their primary residence. This application can also be filed if you are the surviving spouse of a disabled Montana military veteran. This form is found on the website of the Montana Department of Revenue.

Montana Disabled American Veteran Property Tax Relief Application PPB-8A Step 1: The first section is an "Affidavit of Disabled American Veteran" to be completed if that is the person filing. Indicate whether you are single, married or the head of household. Give your federal gross adjusted income.

Montana Disabled American Veteran Property Tax Relief Application PPB-8A Step 2: The next section is for the completion of the surviving spouse of a disabled veteran. Indicate whether you file as single, married or head of household. Enter your federal gross adjusted income.

Montana Disabled American Veteran Property Tax Relief Application PPB-8A Step 3: If you qualify for a federal tax filing extension, place an "x" in the box where indicated.

Montana Disabled American Veteran Property Tax Relief Application PPB-8A Step 4: Sign and date the top of the third page. Enter your Social Security number and phone number.

Montana Disabled American Veteran Property Tax Relief Application PPB-8A Step 5: If you file your taxes as the head of household, enter the names and Social Security numbers of all dependents.

Montana Disabled American Veteran Property Tax Relief Application PPB-8A Step 6: The last page is a federal adjusted gross income worksheet. This should only be completed if you were not required to complete a tax return. Enter your total income and total adjustments in the indicated categories to determine your federal adjusted gross income.

Montana Disabled American Veteran Property Tax Relief Application PPB-8A Step 7: If you filed a federal income tax return, file this document with all schedules. If not, include documentation of your income, such as W2 forms.

Montana Disabled American Veteran Property Tax Relief Application PPB-8A Step 8: If you are a disabled veteran or the surviving spouse of one, a letter from the US Department of Veterans Affairs must be submitted with your application verifying the disability.