Montana EFTC Status: Opted In

Get Your EFTC Prep Kit

See how ready your school is Check your families' eligibility

Greg Gianforte

Governor , R

“Opting in to this program gives Montanans another incentive to support the success of the next generation. Thanks to President Trump, we're building on Montana's successful programs that provide children with more educational opportunities.”
Governor Greg Gianforte, January 21, 2026 (press release)

EFTC Status in Montana

Governor Greg Gianforte submitted IRS Form 15714 on January 21, 2026. One of the first five states to do so.

Great news!

Montana has opted in to the Education Freedom Tax Credit.

IRS Form 15714 submitted; one of the first five states nationally (with GA, ID, MS, VA).

EFTC Readiness Checklist for Montana Schools

Montana has opted in to the EFTC. Use this 7-step checklist to prepare your school for participation.

1

Confirm Eligibility

Verify your school is an eligible K-12 institution (private, religious, or homeschool cooperative) under EFTC program rules.

2

Identify SGOs

Research which Scholarship Granting Organizations operate in Montana. Contact them to understand application processes and timelines.

3

Estimate Family Eligibility

Use the EFTC Income Eligibility Calculator to estimate how many of your families fall within the 300% median income threshold.

Open Calculator

4

Prepare Documentation

Gather documentation of qualifying educational expenses: tuition, fees, tutoring, curriculum materials, and educational therapy costs.

5

Designate a Coordinator

Assign an EFTC coordinator to manage scholarship applications, SGO partnerships, and family communications.

6

Develop Communication Plan

Create materials to inform families about EFTC eligibility, the application process, and covered expenses. Plan for information sessions and one-on-one support.

7

Build SGO Relationships

Establish relationships with at least one SGO before the application window opens. Understand their requirements, reporting expectations, and disbursement timelines.

Take the Full Readiness Assessment

Recent News

Montana was one of the first five states to formally opt in by submitting IRS Form 15714.

January 21, 2026 · Montana Governor's Office

Read Full Article

Get Your EFTC Prep Kit

Montana has opted in. Explore eligibility tools and school readiness resources to make the most of the Education Freedom Tax Credit.

Get My Prep Kit

Check Eligibility School Readiness EFTC Hub

Stay Informed

Get updates on the Education Freedom Tax Credit in Montana and across the country.