Montana Disability Income Exemption (OBSOLETE)

Form DS-1 is obsolete, and is no longer supported by the Montana Department of Revenue.

Disability Income Exemption (OBSOLETE)
Form DS-1Clear 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).

Extracted from PDF file 2019-montana-form-ds-1.pdf, last modified April 2013

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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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Other Montana Individual Income Tax Forms:

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 Tax Return
Form 2 Instructions	Individual Income Tax Instructional Booklet Tax Return
Form 2EC	Montana Elderly Homeowner/Renter Credit (OBSOLETE) Tax Credit
Form MW-3	Montana Annual W-2 1099 Withholding Tax Reconciliation
Form IT Payment Voucher	Individual Income Tax Payment Voucher

Download all MT tax forms 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.

Show Sources >

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:

2019 Form DS-1

2017 Form DS-1

2016 Form DS-1

2015 Form DS-1

2014 Form DS-1

DS-1

2013 Form DS-1

DS-1

2012 Form DS-1

2011 Form DS-1

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While we do our best to keep our list of Montana Income Tax Forms up to date and complete, we cannot be held liable for errors or omissions. Is the form on this page out-of-date or not working? Please let us know and we will fix it ASAP.