53-25-117. Deductions for contributions. An individual who contributes to one or more accounts established pursuant to this chapter in a tax year is entitled to reduce the individual’s Montana taxable income, in accordance with 15-30-2120, by the total amount of the contributions, but not more than $3,000, if the individual is:

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Terms Used In Montana Code 53-25-117

  • Beneficiary: A person who is entitled to receive the benefits or proceeds of a will, trust, insurance policy, retirement plan, annuity, or other contract. Source: OCC
  • Designated beneficiary: means the eligible individual on whose behalf an account is established. See Montana Code 53-25-103

(1)the designated beneficiary;

(2)the spouse of the designated beneficiary; or

(3)a parent, grandparent, sibling, or child related to the designated beneficiary by blood, marriage, or legal adoption.