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MontanaSB 9369th Legislature, Regular Session (2025)SenateWALLET

Revise income taxes related to retired military members

Sponsored By: John Fuller (Republican)

Signed by Governor

TaxationTaxation--Individual IncomeMilitary AffairsRetirementRevenue, State

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Bill Overview

Analyzed Economic Effects

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

Lower Montana tax on military retirement and survivor pay

Beginning January 1, 2026, you can subtract part of your military retirement pay from Montana income. Your subtraction equals the smaller of your Montana wages, business income, or farm income, or 50% of your military pension. If you receive survivor benefits, you can subtract up to 50% of those payments. You qualify only if you became a Montana resident on or after June 30, 2023, or you were a resident before you started getting the pension and stayed one. You can claim this for up to five straight years after you meet the residency rule. If you claimed the exemption and later became a nonresident, you cannot claim it. The law also removes the prior end date, so this tax break stays in law, even though your own use is still capped at five years.

Sponsors & Cosponsors

Sponsor

  • John Fuller

    Republican • Senate

Cosponsors

There are no cosponsors for this bill.

Roll Call Votes

All Roll Calls

Yes: 375 • No: 22

Senate vote • 4/29/2025

Do Pass

Yes: 50 • No: 0

Senate vote • 4/28/2025

Do Pass

Yes: 50 • No: 0

House vote • 4/24/2025

Do Concur

Yes: 93 • No: 7

House vote • 4/22/2025

Do Concur

Yes: 88 • No: 10

Senate vote • 2/3/2025

Do Pass

Yes: 46 • No: 3

Senate vote • 1/31/2025

Do Pass

Yes: 48 • No: 2

Actions Timeline

  1. Chapter Number Assigned

    5/16/2025Senate

  2. Signed by Governor

    5/13/2025Senate

  3. Transmitted to Governor

    5/5/2025Senate

  4. Signed by Speaker

    5/5/2025House

  5. Signed by President

    5/2/2025Senate

  6. Returned from Enrolling

    5/1/2025Senate

  7. Sent to Enrolling

    4/29/2025Senate

  8. 3rd Reading House Amendments

    4/29/2025Senate

  9. 2nd Reading House Amendments

    4/28/2025Senate

  10. Returned to Senate with Amendments

    4/24/2025House

  11. 3rd Reading

    4/24/2025House

  12. Revised Fiscal Note Printed

    4/24/2025Senate

  13. Revised Fiscal Note Signed

    4/24/2025Senate

  14. Committee Report

    4/23/2025House

  15. Committee Executive Action

    4/23/2025House

  16. Hearing

    4/22/2025House

  17. Hearing

    4/22/2025House

  18. Rereferred to Committee

    4/22/2025House

  19. 2nd Reading

    4/22/2025House

  20. Revised Fiscal Note Requested

    4/17/2025Senate

  21. Committee Report

    4/17/2025House

  22. Committee Executive Action

    4/17/2025House

  23. Taken from Table in Committee

    3/19/2025House

  24. Tabled in Committee

    2/18/2025House

  25. Hearing

    2/5/2025House

Bill Text

  • Enrolled

    4/29/2025

    PDF

  • As Amended (Version 2)

    4/18/2025

    PDF

  • Introduced

    1/6/2025

    PDF

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