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Home›Taxes›Thinking of Moving? 9 States That Tax Social Security Benefits

Thinking of Moving? 9 States That Tax Social Security Benefits

By Our Editorial Team  |  Published February 25, 2026

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4. Montana

Montana taxes Social Security benefits based on income.

Lower-income retirees may qualify for partial exemptions, but middle- and higher-income seniors often face some level of taxation.

Montana’s appeal often lies in its natural beauty and slower pace of life. However, income-sensitive retirees should review the state’s tax brackets carefully.

It’s not necessarily a dealbreaker, but it requires awareness.

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