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Department of Revenue backs SB 53 to tidy Montana tax code and conform to federal changes

House Taxation Committee · March 19, 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

Department of Revenue witnesses told the House Taxation Committee SB 53 makes technical corrections to filing statuses, aligns 529/ABLE contribution limits for married filers, updates mineral royalty withholding to reference the marginal tax rate in effect, and adopts a federal 529‑to‑Roth rollover provision effective for tax years after 12/31/2023.

The House Taxation Committee heard Senate Bill 53, a Department of Revenue‑sponsored cleanup bill to align Montana statutes with prior state changes and recent federal rules.

Jake Ford, bureau chief of the Income Tax and Withholding Bureau, explained the bill’s primary technical fixes: changing the statutory language so married filers can utilize joint filing status to double…

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