Montana 2023 Regular Session

Montana Senate Bill SB362

Introduced
2/15/23  
Refer
2/16/23  
Engrossed
3/16/23  
Refer
3/17/23  
Enrolled
4/21/23  

Caption

Eliminate property tax statute of limitations on refunds

Impact

The passage of SB 362 holds significant implications for state laws related to property tax refunds. It establishes clearer and more generous timelines within which taxpayers can apply for refunds, thus enhancing taxpayer rights and potentially leading to increased accountability for the department responsible for property assessments. By allowing a broader range of refunds, particularly in cases of errors due to miscalculations or other issues, the bill aims to improve the fairness of the tax assessment process.

Summary

Senate Bill 362 revises the regulations surrounding property tax refunds in Montana, specifically addressing the timeline for claiming refunds due to erroneous assessments of property taxes. The amendment modifies existing statutes to extend the time limits for taxpayers to file claims for refunds arising from mistakes in assessments. This change is intended to allow taxpayers more flexibility and opportunity to seek refunds when they believe their assessments have been mismanaged by tax authorities.

Sentiment

Discussions surrounding SB 362 have evoked mixed sentiments among legislators and stakeholders. Proponents argue that the changes are necessary for protecting taxpayer rights and ensuring that oversight mechanisms are in place for erroneous assessments. They emphasize the importance of fairness and transparency in tax processes. Conversely, some opponents raise concerns regarding the potential for increased administrative burdens on tax authorities and the implications for future state revenue collections.

Contention

Notable points of contention in the discussions around SB 362 include the potential impacts on local tax revenues and the administrative feasibility of implementing the extended refund timelines. Critics argue there may be unintended consequences on local budgets, particularly if significant refunds are issued without adequate controls. Furthermore, questions regarding how the changes will affect the efficiency of tax assessments and refunds have also been raised, tapping into broader concerns about government accountability and resource allocation.

Companion Bills

No companion bills found.

Previously Filed As

MT SB548

Eliminate government entity property tax levy limitations

MT A4473

Eliminates statute of limitations on income tax assessments that arise out of erroneous refunds induced by fraud.

MT SB65

Revise statute of limitations for income tax refunds and credits

MT SB449

Provide limitations on collections of taxes

MT AB3134

Property taxation: refunds.

MT SB2

Eliminating the personal property tax. (FE)

MT AB2

Eliminating the personal property tax. (FE)

MT HB192

Use surplus revenue for income tax and property tax refunds and payment of bonds

MT SB511

Revise government entity limitations on property tax increases

MT SB0265

Elimination of property tax on homesteads.

Similar Bills

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CA AB1500

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CA AB245

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DC B25-0486

Uniform Community Property Disposition at Death Act of 2023

CA SB964

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CA SB603

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CA SB1091

Property taxation: transfer of base year value: disaster relief.

HI HB1398

Relating To Property.