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MontanaHB 67169th Legislature, Regular Session (2025)HouseWALLET

Revise ABLE Act definitions to conform to Montana individual income tax code

Sponsored By: Melissa Nikolakakos (Republican)

Became Law

Taxation (Generally)HealthTaxation--Individual Income

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Bill Overview

Analyzed Economic Effects

1 provisions identified: 1 benefits, 0 costs, 0 mixed.

Montana disability savings follow federal rules

Montana now uses the federal 529A rules for disability savings (ABLE) accounts. The annual contribution limit matches the federal limit, and qualified disability expenses define tax-free withdrawals. Rollovers between family members’ ABLE accounts, and from other states’ plans, follow federal rules. A parent, legal guardian, or agent can act for the beneficiary when needed. These rules apply to Montana income tax years that begin after December 31, 2024.

Sponsors & Cosponsors

Sponsor

  • Melissa Nikolakakos

    Republican • House

Cosponsors

  • Josh Kassmier

    Republican • Senate

  • Mike Yakawich

    Republican • Senate

Roll Call Votes

All Roll Calls

Yes: 291 • No: 2

House vote • 4/15/2025

Do Concur

Yes: 49 • No: 1

House vote • 4/14/2025

Do Concur

Yes: 46 • No: 1

House vote • 3/7/2025

Do Pass

Yes: 99 • No: 0

House vote • 3/5/2025

Do Pass

Yes: 97 • No: 0

Actions Timeline

  1. Chapter Number Assigned

    5/5/2025House

  2. Signed by Governor

    5/1/2025House

  3. Transmitted to Governor

    4/24/2025House

  4. Signed by President

    4/24/2025Senate

  5. Signed by Speaker

    4/23/2025House

  6. Returned from Enrolling

    4/16/2025House

  7. Sent to Enrolling

    4/15/2025House

  8. 3rd Reading Concurred

    4/15/2025Senate

  9. 2nd Reading Concurred

    4/14/2025Senate

  10. Committee Report--Bill Concurred

    4/4/2025Senate

  11. Committee Executive Action--Bill Concurred

    4/4/2025Senate

  12. Hearing

    4/2/2025Senate

  13. Hearing

    3/31/2025Senate

  14. Referred to Committee

    3/17/2025Senate

  15. First Reading

    3/14/2025Senate

  16. Transmitted to Senate

    3/7/2025House

  17. 3rd Reading Passed

    3/7/2025House

  18. 2nd Reading Passed

    3/5/2025House

  19. Committee Report--Bill Passed

    2/28/2025House

  20. Fiscal Note Printed

    2/28/2025House

  21. Committee Executive Action--Bill Passed

    2/28/2025House

  22. Fiscal Note Signed

    2/27/2025House

  23. Fiscal Note Received

    2/27/2025House

  24. Hearing

    2/27/2025House

  25. Hearing

    2/27/2025House

Bill Text

  • Enrolled

    4/16/2025

    PDF

  • Introduced

    2/22/2025

    PDF

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