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Montana Disability Income Exemption (OBSOLETE)
, or request a six-month extension here .Form DS-1 is obsolete, and is no longer supported by the Montana Department of Revenue.
Extracted from PDF file 2019-montana-form-ds-1.pdf, last modified April 2013Disability Income Exemption (OBSOLETE)
Clear Form MONTANA DS-1 Rev 04 16 2016 Disability Income Exclusion 15-30-2110(10), MCA Social Security Numbers First Name and Initial Last Name Spouse’s First Name and Initial Last Name - - - - Column A (for single, joint, separate, or head of household) Column B (for spouse when married filing separately on the same form) Complete lines 1 through 3 for retirement disability benefits that you received for a full week. 1. Multiply the amount of the retirement disability benefits that you received per week by the number of weeks you received these benefits and enter the result............ 1. 2. Multiply $100 by the number of weeks you received retirement disability benefits and enter the result, but not more than $5,200...................................................... 2. 3. Enter the smaller of line 1 or line 2......................................................................... 3. Complete lines 4 through 6 for retirement disability benefits that you received for a portion of a week. 4. Enter the amount of the retirement disability benefits that you received for a portion of a week................................................................................................................4. 5. Multiply $20 by the number of work days you received retirement disability benefits and enter the result................................................................................................5. 6. Enter the smaller of line 4 or line 5......................................................................... 6. 7. Add line 3 and line 6 and enter the result............................................................... 7. 8. Add the amounts on line 7, columns A and B, and enter the result.................................................. 8. 9. Enter your Montana adjusted gross income before your disability income exclusion (see instructions)....................................................................................................9. 10. Add the amounts on line 9, columns A and B, and enter the result................................................ 10. 11. Your income limitation amount is entered here.............................................................................. 11. $15,000 12. Subtract line 11 from line 10 and enter the result, but not less than zero....................................... 12. 13. Subtract line 12 from line 8 and enter the result, but not less than zero. This is your partial retirement disability income exclusion. Enter this amount on Form 2, Schedule II, line 13...... 13. If you file your Montana tax return electronically, you do not need to mail this form to us unless we ask you for a copy. When you file electronically, you represent that you have retained the required documents in your tax records and will provide them upon the department’s request. Form DS-1 Instructions How can I determine if I am eligible for the retirement disability income exclusion? You are eligible to take this exclusion if you: • are a Montana resident, • are under the age of 65, • are permanently and totally disabled, and • have not chosen to treat this retirement disability income as a pension or annuity. Permanently and Totally Disabled means that you are unable to engage in any substantial gainful activity by reason of any medically determined physical or mental impairment lasting or expected to last at least 12 months. What income qualifies for the retirement disability income exclusion? The only income used to determine your exclusion is income reportable on federal Form 1099-R with a Box 7 distribution code of 3. How do I determine my Montana adjusted gross income before the disability income exclusion? The amount recorded on line 9 is the total of your federal adjusted gross income (Form 2, line 38) plus the total amount of your Montana additions to federal adjusted gross income (Form 2, line 39) minus any Montana subtractions to federal adjusted gross income (Form 2, line 40). To determine the Montana subtractions before the disability income exclusion, add the entries on Form 2, Schedule II, except line 13. If you are married and filing separately with your spouse, you will have to combine your Montana adjusted gross income with your spouse’s to determine the amount of your retirement disability income exclusion. What information do I need to provide to show proof of my disability? We may ask for proof issued by a governmental unit (such as the Social Security Administration) that certifies that you are permanently and totally disabled. If this is not available, we may require other verification that can prove your disability. Administrative Rules of Montana: 42.15.217 Questions? Call us toll free at (866) 859-2254 (in Helena, 444-6900).
Form DS-1
More about the Montana Form DS-1 Individual Income Tax
Form obsolete, refer to form 2 instructions
We last updated the Disability Income Exemption (OBSOLETE) in March 2021, and the latest form we have available is for tax year 2019. This means that we don't yet have the updated form for the current tax year. Please check this page regularly, as we will post the updated form as soon as it is released by the Montana Department of Revenue. You can print other Montana tax forms here.
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TaxFormFinder has an additional 78 Montana income tax forms that you may need, plus all federal income tax forms.
| Form Code | Form Name |
|---|---|
| Form 2 | Montana Individual Income Tax Return |
| Form 2 Instructions | Individual Income Tax Instructional Booklet |
| Form 2EC | Montana Elderly Homeowner/Renter Credit (OBSOLETE) |
| Form MW-3 | Montana Annual W-2 1099 Withholding Tax Reconciliation |
| Form AMD (Obsolete) | Montana Individual Income Tax Amended Return Reconciliation |
View all 79 Montana Income Tax Forms
Form Sources:
Montana usually releases forms for the current tax year between January and April. We last updated Montana Form DS-1 from the Department of Revenue in March 2021.
About the Individual Income Tax
The IRS and most states collect a personal income tax, which is paid throughout the year via tax withholding or estimated income tax payments.
Most taxpayers are required to file a yearly income tax return in April to both the Internal Revenue Service and their state's revenue department, which will result in either a tax refund of excess withheld income or a tax payment if the withholding does not cover the taxpayer's entire liability. Every taxpayer's situation is different - please consult a CPA or licensed tax preparer to ensure that you are filing the correct tax forms!
Historical Past-Year Versions of Montana Form DS-1
We have a total of eight past-year versions of Form DS-1 in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:
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