Montana 2023 Regular Session

Montana Senate Bill SB273

Introduced
2/6/23  

Caption

Generally revising medical savings account laws

Impact

One of the critical components of SB273 is the proposed treatment of direct primary care fees, which allows individuals to use their medical savings account funds for these services. By integrating direct patient care into the eligible expenses, the bill enhances the utility of medical savings accounts, possibly encouraging more residents to seek direct care options. Furthermore, the retroactive applicability of certain provisions to tax years starting after December 31, 2022, underscores the bill's intention to create immediate relief and benefits for taxpayers who have previously contributed to these accounts.

Summary

Senate Bill 273 aims to revise the laws surrounding medical savings accounts in Montana. The bill seeks to extend the tax deduction available for contributions made to these accounts and includes direct primary care fees as eligible expenses under medical savings accounts. This amendment is particularly significant as it expands the types of costs that individuals can cover with these accounts, potentially making healthcare more accessible and manageable for residents who utilize these savings instruments. Importantly, the effective date of these changes is slated for January 1, 2024, indicating a structured transition into the revised provisions.

Contention

While proponents of the bill welcome the increased flexibility and the tax benefits it offers, there may be contention surrounding the implementation aspects, particularly regarding how direct primary care fits into the broader healthcare payment systems. Opponents may raise concerns about the adequacy of oversight for expenses categorized under direct primary care and whether these changes will lead to an uneven playing field in healthcare costs.

Provisions

Moreover, SB273 amends several sections of the Montana Code Annotated (MCA), emphasizing adjustments to the state's tax framework relating to medical care savings. The legislation defines eligible expenses more inclusively, which can be instrumental for families managing health expenses. By expanding the definition of eligible medical expenses, the bill seems designed to align state law with evolving healthcare practices in Montana, which may benefit both individual savings account holders and healthcare providers.

Companion Bills

No companion bills found.

Previously Filed As

MT HB345

Exclusion from federal taxable income for medical savings accounts

MT SB550

Generally revise income tax laws and clarify income tax reform provisions

MT SB371

Generally revise agriculture laws - MT made products

MT HB845

Increase IRC 529 education savings income tax deduction

MT HB911

Generally revise individual income tax laws

MT SB489

Revise capital gains tax law to support first responders and law enforcement

MT HB89

Revise laws related to Montana national guard life insurance and court martials

MT SB104

Exempt retired military pensions from state income tax

MT SB547

Revise capital gains tax law to fund teacher salary increases

MT SB537

Provide tax incentives for the sale of Montana-produced food

Similar Bills

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LA HB729

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