UPDATE – Due to the tragic events at the Boston Marathon on April 15, 2013, Federal and State filing deadlines have been extended for eligible taxpayers. Find more information here.
Doing your taxes can be difficult, and having the forms you need at your fingertips can make it a bit easier. With less than three weeks until Massachusetts state income taxes are due, it’s important to get all of your necessary documentation together. To assist, below are some of the most frequently sought-after Massachusetts income tax forms on Mass.gov:
- Health Care Information Form (Schedule HC) – Required by all for proof of health care coverage.
- Massachusetts Resident Income Tax Return (Form 1) – For full-time Massachusetts residents. The Department of Revenue also provides this handy instruction guide to assist you in filling out Form 1.
- Massachusetts Nonresident or Part-Year Resident Income Tax Return (Form 1-NR/PY) – For anyone filing taxes in Massachusetts who only resides here part time or not at all; you can find the instruction guide here.
- Fiduciary Income Tax Return (Form 2) – Every executor, administrator, trustee, guardian, conservator, trustee in a non-corporate bankruptcy or receiver of a trust or estate that received income in excess of $100 that is taxable must file Form 2. Instructions for Form 2.
- Schedules X and Y – If you have additional income that was not reported on a W-2 or a 1099, or you have further deductions, you will need to file this.
- Schedule B – Used to report interest and dividend income, as well as certain capital gains and losses.
- Rental Real Estate and Royalty Income and Loss (Schedule E-1) – For reporting income and loss from real estate that you rent out or royalties you receive
- Senior Circuit Breaker Tax Credit (Schedule CB) – You must be 65 before January 1, 2013 and filing as single, married filing jointly, or head of household to qualify for this credit.
- Affidavit in Support of a Claim for Exemption from Sales or Use Tax for a Motor Vehicle Purchased Outside of Massachusetts (Form MVU-29) – For anyone who purchased a motor vehicle outside of Massachusetts.
- Application for Abatement/Amendment (Form Ca-6) – If you need more time to file OR you already filed but need to make some changes, file this form.
If the form you need is not listed here or you are looking for information about filing as a Corporation, Estate, Partnership, Financial Institution, Insurance Company, or other entity, visit the DOR’s Tax Forms page which has a comprehensive list. If you’d like to explore the 2012 tax tables to estimate this year’s tax liability, use DOR’s interactive tax table.
If you need additional tax information or help, visit the Department of Revenue. And if you have a completed state income tax return and want to file online, you can do so via WebFile, where you can also check the status of your refund. (Please note: Only full-year Massachusetts residents are eligible to use WebFile for personal income tax returns. Non-residents and part-year residents need to file by paper, use commercial software or a professional paid preparer.) The mailing addresses for paper returns are: Massachusetts Department of Revenue, P.O. Box 7001, Boston, MA 02204 (for refunds) and Massachusetts Department of Revenue, P.O. Box 7002, Boston, MA 02204 (for payments).
To address any remaining questions about your tax return, call DOR’s customer service line Monday through Friday from 9am – 5pm at 617-887-MDOR or toll-free in Massachusetts at 800-392-6089.