Montana Social Security taxability checker
Montana taxes federally taxable Social Security benefits.
How this checker works
Step 1 collects your Social Security benefit amount and any other Montana taxable income.
Step 2 estimates federal taxable benefits and treats that amount as taxable in Montana.
Step 3 shows how taxable benefits and other Montana income affect your total state tax.
Frequently asked questions
Are survivor benefits also taxable?
Montana follows the federal taxable portion for Social Security benefits, including survivor or disability benefits reported on Form 1040.
What if I moved mid-year?
Use the allocation percentage to focus on Montana-source income.
Related tools
Montana income tax calculatorMontana paycheck withholding calculatorMontana estimated tax calculatorMontana capital gains tax estimatorMontana retirement income taxability checkerMontana unemployment taxability checkerMontana standard deduction & credits finderMontana SALT deduction optimizerMontana property tax deduction estimatorMontana tax notice decoderMontana refund timeline estimator
Montana taxes federally taxable Social Security benefits. Not legal or tax advice.