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MT SB53

Bill

Status

Passed

5/8/2025

Primary Sponsor

Greg Hertz

Click for details

Origin

Senate

2025 Regular Session

AI Summary

  • Married taxpayers filing jointly may now claim a combined $6,000 deduction (up from $3,000 per spouse) for contributions to Montana family education savings accounts or ABLE accounts, eliminating the previous requirement for spouses to elect to split contributions
  • Mineral royalty withholding rate changes from a fixed 6% to "the highest marginal tax rate in effect" under Montana income tax law
  • Filing deadline for elderly residential property tax credit claims extends to the first business day after April 15 when that date falls on a federal filing holiday not observed in Montana
  • "Qualified withdrawal" from education savings accounts now includes special rollovers to Roth IRAs as provided under IRC Section 529(c)(3)(E)
  • Repeals the requirement for Department of Revenue to provide estate tax certificates to court clerks in probate proceedings (Section 72-3-1006)
  • Effective immediately upon passage with retroactive application to tax years beginning after December 31, 2023

Legislative Description

Revise income tax laws to provide conforming changes for prior legislation

Taxation--Corporations

Last Action

Chapter Number Assigned

5/13/2025

Committee Referrals

Education and Cultural Resources3/18/2025
Taxation2/27/2025
Taxation1/14/2025

Full Bill Text

No bill text available