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Committee hears measured proposal to raise thresholds for taxing Social Security income
Summary
Representative Melody Cunningham’s HB 827 would revise Montana income-tax treatment of Social Security by raising thresholds that determine how much Social Security is included in taxable income; senior groups and AARP supported targeted relief while budget analysts urged caution about cumulative revenue impacts.
Representative Melody Cunningham opened HB 827 by describing a targeted change to Montana’s taxation of Social Security benefits that adjusts the thresholds at which portions of Social Security become included in taxable income. "Montana is one of only 9 states that still have this tax on Social Security," Cunningham said, framing the bill as a narrower alternative to full repeal that balances retiree relief with fiscal responsibility.
Proponents included Big Sky 55 Plus, the…
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