DS-1 Disability Income Exclusion (2016)


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