Doing your taxes can be difficult, but having the forms you need at your fingertips can make it a bit easier. Massachusetts state income taxes for 2013 are due on April 15, 2014, so it’s important to get all your necessary documentation together.
To facilitate filing your Massachusetts state income taxes, the Department of Revenue (DOR) provides residents with the free WebFile for Income application, which asks questions about your income and lifestyle to determine eligibility for credits and deductions. WebFile for Income will begin accepting returns on January 22, 2014; only full-year Massachusetts residents are eligible to use it to file their taxes.
Non-residents and part-year Massachusetts residents can file electronically using either commercial software or a professional paid preparer, or can file paper returns.
Historically, some of the most frequently sought-after Massachusetts state income tax forms are:
- 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 a Form 1 instruction guide.
- Massachusetts Nonresident or Part-Year Resident Income Tax Return (Form 1-NR/PY) – For anyone filing income taxes in Massachusetts but only resides here part time or not at all; the Form 1-NR/PY instruction guide may help.
- 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.
- Schedules X and Y – If you have additional income that was not reported on a W-2, a 1099, or if 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, or royalties you receive.
- Senior Circuit Breaker Tax Credit (Schedule CB) – You must be 65 before January 1, 2014, and file 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 Transferred Within a Family (Form MVU-26) – For an exemption from sales or use tax for the transfer of a motor vehicle within a family.
- Affidavit in Support of a Claim for Exemption from Sales or Use Tax for a Motor Vehicle Transferred by Intestacy, Will or Otherwise (Form MVU-27) – For an exemption from sales or use tax for the transfer of a motor vehicle by intestacy, will, or otherwise to an heir, legatee or other beneficiary.
- 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 an exemption from sales or use tax for anyone who purchased a motor vehicle outside of Massachusetts.
- Application for Abatement/Amendment (Form Ca-6) – File this form if you’ve already filed but need to make some changes.
If the form you need is not listed here, or if you are looking for information about filing as a Corporation, Estate, Partnership, Financial Institution, Insurance Company, or other entity, visit DOR’s Tax Forms page.
If you need additional tax information or help, visit the Department of Revenue (DOR) website or call DOR’s customer service line at (617) 887-MDOR or toll-free in Massachusetts at (800) 392-6089.
Filing an Extension
Taxpayers who are unable to file complete returns by the due date for filing may request an automatic six months extension of time in which they may file a return.
Note: The federal automatic extension of time to file is also six-months.
Unless filing an extension electronically, taxpayers are required to file one of the following forms:
- Massachusetts Form M-4868, Application for Automatic Six-Month Extension of Time to File, granting an automatic six-month extension. This form is available for those filing Form 1 and Form 1 NR/PY returns; or
- Massachusetts Form M-8736, Application for Extension of Time to File Fiduciary or Partnership Return, is available for those filing Forms 2, 3, and 3M.
For Individuals, Extension must be filed electronically if taxpayer:
- makes no payment with the extension; or
- is making a payment of $5,000 or more with the extension and will be filing a return for the period January 1 – December 31, 2012.
Paper Return Mailing Addresses
For refunds: Massachusetts Department of Revenue, P.O. Box 7000, Boston, MA 02204
For payments: Massachusetts Department of Revenue, P.O. Box 7003, Boston, MA 02204
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