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Committee hears bill expanding military retirement income exemption to attract retirees to Montana

2265777 · February 11, 2025
AI-Generated Content: All content on this page was generated by AI to highlight key points from the meeting. For complete details and context, we recommend watching the full video. so we can fix them.

Summary

Sen. John Fuller said his bill would change eligibility dates and remove a five‑year residency limit so more military retirees could qualify for a subtraction from state income tax; proponents said it would incentivize retirees to settle and create economic activity, while DOR staff clarified residency mechanics.

Sen. John Fuller opened a House Taxation Committee hearing on Senate Bill 93, describing the measure as amendments to Montana Code Annotated provisions governing the military retirement income exemption. The sponsor said the bill changes a residency cutoff and removes a five‑consecutive‑year limitation to expand eligibility for the subtraction.

Fuller told the committee the bill alters residency rules — moving the relevant date to Sept. 11, 2001 — and eliminates a five‑consecutive‑year requirement in the existing language. He and proponents said the change is…

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