Download Resources (PDF)

  1. Save Montana Income Taxes with a Charitable Gift Annuity:  A Legacy Qualifying for the Montana Endowment Tax Credit (METC). (MSU Extension MontGuide)
    (PDF Version) (HTML Version-ADA Accessible) [Order Online] 
    Explains how charitable gift annuities could be used to meet both the altruistic and tax savings goals of Montanans.

  2. Make a gift with an IRA distribution and reduce income tax liability  (Montana State University Alumni Foundation)

  3. IRA Required Minimum Distribution Worksheet (Use only if your spouse is the sole beneficiary of your IRA and is more than 10 years younger than you)

  4. IRA Required Minimum Distribution Worksheet  (For everyone else if the worksheet above doesn’t apply)

  5. IRS Publication 590-A, Contributions to Individual Retirement Arrangements 

  6. IRS Publication 590 B, Distributions from Individual Retirement Arrangements

  7. 2022 Uniform Table for calculating IRA Required Minimum Distribution

  8. IRS Publication Distributions from Individuals Retirement Arrangements: IRS has the 2022 tables even though it states for use in preparing 2021 returns. Appendix B:  Uniform Lifetime Table 2022 (Draft)