Montana Income Tax Subtraction for Military Survivor Annuit…

Montana Income Tax Subtraction for Military Survivor Annuities

Montana Department of Revenue

50 percent of your survivor annuity subtracted from Montana taxable income

You can subtract 50 percent of your military survivor annuity from Montana taxable income. This covers Survivor Benefit Plan, Reserve Component Survivor Benefit Plan and Retired Serviceman’s Family Protection Plan annuities, lasts five consecutive years, and is scheduled to expire in tax year 2033.

Check eligibility

How to apply

There is nothing to apply for separately. Claim the subtraction on your Montana income tax return.

What you'll need

Your Form 1099-R showing the annuity payments.

Eligibility

You are a Montana resident filing a Montana income tax return
You receive a Survivor Benefit Plan, Reserve Component Survivor Benefit Plan or Retired Serviceman’s Family Protection Plan annuity
You became a Montana resident after June 30, 2023, or you were a Montana resident before you began receiving the annuity

Source

Official source

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