Montana 2023 Regular Session

Montana House Bill HB345

Introduced
1/26/23  
Refer
1/27/23  
Refer
2/14/23  
Engrossed
2/17/23  
Refer
3/13/23  

Caption

Exclusion from federal taxable income for medical savings accounts

Impact

The implementation of HB 345 is projected to have significant implications for state tax laws as it alters the treatment of MSAs in Montana. By exempting contributions and earnings from state taxation, the bill is anticipated to enhance the attractiveness of medical savings accounts to residents. This could stimulate higher contributions to MSAs, which may ultimately lead to better healthcare financial preparedness among citizens. However, this shift in tax policy also raises questions about potential revenue impacts for state funding and health care systems.

Summary

House Bill 345 seeks to provide an exclusion from federal taxable income for funds contributed to medical savings accounts (MSAs) by employees or account holders. The bill specifies that contributions and any interest accrued in these accounts may be exempt from state taxes, provided they are used for qualifying medical expenses or are otherwise distributed to an immediate family member. This change aims to incentivize individuals to utilize MSAs, thereby promoting savings for healthcare expenses.

Sentiment

The sentiment surrounding HB 345 appears relatively positive, especially among proponents of health savings accounts and personal finance advocates. Supporters argue that the bill is a vital step towards reducing the financial burden of medical care on residents. On the other hand, there are concerns among some legislators regarding the long-term fiscal effects of this exemption on the state's revenue base, indicating a nuanced debate regarding fiscal responsibility and healthcare accessibility.

Contention

Notable points of contention related to HB 345 involve the potential fiscal implications for the state and the equity of tax benefits it may provide. Critics have raised concerns that the benefits may disproportionately favor higher-income individuals who can afford to contribute larger sums to these accounts. Additionally, as the bill progresses, the dialogue will likely delve into the efficacy of MSAs in improving healthcare outcomes compared to traditional insurance models and whether such tax incentives align with broader health policy goals.

Companion Bills

No companion bills found.

Previously Filed As

MT SB273

Generally revising medical savings account laws

MT HB895

Provide exclusion from income for certain income from sale of a newly constructed residence

MT HB845

Increase IRC 529 education savings income tax deduction

MT SB104

Exempt retired military pensions from state income tax

MT HB219

Exempt certain military pensions and survivor benefits from income taxes

MT HB235

Revise social security income taxation

MT HB221

Revise income tax rates for net-long term capital gains

MT SB550

Generally revise income tax laws and clarify income tax reform provisions

MT HB132

Exempt a portion of interest earnings from individual income tax

MT SB538

Provide income tax deduction for qualified business income

Similar Bills

MI HB5265

Individual income tax: credit; child care savings program; create. Creates new act. TIE BAR WITH: HB 5266'23

MI HB4056

Individual income tax: other; child care savings program; create. Creates new act. TIE BAR WITH: HB 4057'25

MT SB273

Generally revising medical savings account laws

MI HB4057

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MI HB5266

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WV SB606

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GA HB833

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