Montana · Recycling · MT-REC-001

Recycling Tax Credit

Publication revised September 24, 2026. Sourcebook page 172.

Credit amount / calculation

25% of the first $250,000, 15% of the next $250,000, and 5% of the next $500,000 of qualifying equipment. Maximum $125,000.

Business fit and eligible activity

Potentially relevant to qualifying recycling equipment/property used by a wood-products business. Qualified investment or approved project activity; confirm eligible property, location and taxpayer type.

Eligibility and practical use

The equipment must process qualifying reclaimed material. Reuse of a producer's own ordinary industrial waste is restricted, and equipment producing energy from reclaimed material is excluded. Obtain a determination for mill residuals before purchase.

Illustrative business benefit

If all $750,000 qualifies, the credit is $62,500 + $37,500 + $12,500 = $112,500. With only $80,000 of applicable tax liability, usable savings are limited to $80,000; there is no refund or carryforward.

Timing / first action

Tax-year claim: document the eligible expense, hire or placed-in-service date and meet any separate certification deadline. Check the reclaimed-material definition and available tax liability; a large nominal credit can be lost if it cannot be used this year.

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