If you have a disability pension, you may use this form to see if you get a deduction or exclusion.
Montana taxes all pension, annuities, and retirement income taxed on your federal return. However, you may get a partial exemption, deduction, or exclusion.
If you have standard pension or annuity income, use Montana Form 2, Worksheet IV - A Partial Pension and Annuity Income Exemption to see if you qualify for an exemption.
To calculate taxes on social security benefits, use Montana Form 2, Worksheet VIII - Taxable Social Security Benefits.