How much of my social security benefits is considered taxable by Montana?
Your social security benefits taxable to Montana may be different from the amount of taxable benefits that you reported for federal income tax purposes. You should determine your Montana taxable social security benefits by completing Worksheet VIII – Taxable Social Security Benefits. After you have completed your social security worksheet and you find that your social security benefits taxable to Montana are greater than those you reported on the federal return, enter the difference as an addition on the Montana income tax return. If your social security benefits taxable to Montana are less than those that you reported on the federal return, enter the difference as a subtraction to federal adjusted gross income on the Montana income tax return.
