Massachusetts Income Taxes and MA State Tax Forms

efile Massachussetts tax return
Massachusetts
"The Bay State"

Massachusetts State Income Tax Return forms for Tax Year 2018 (Jan. 1 - Dec. 31, 2018) can be e-Filed in conjunction with an IRS Income Tax Return until October 15, 2019. In January 2020, you can e-File Tax Year 2019.

eFile.com makes it easy for you to e-file your IRS and Massachusetts State Tax Return (e.g resident, nonresident, or part-year resident returns). However, the IRS and the respective State Tax Agencies require you to e-file a Federal Income Tax Return at the same time you e-file a State Tax Return. This is not an eFile.com policy but an IRS and State Agency policy. Thus, technically you cannot e-File anywhere - not just eFile.com - a Massachusetts Tax Return without also e-filing the associated IRS Tax Return. But there is good news, please read on.

Detailed instructions on how you can only prepare and mail in - not eFile - a Massachusetts 2018 Tax Return - here via eFile.com. However, you must download/print and sign the forms and mail them to the Tax Agency.

Function
Description
Prepare only a MA State Return
with a State Only Code: FreeFed19
Where Is Your Massachusetts Tax Refund Money?
Step 1: Sign into your eFile.com account and check acceptance by the Tax Agency.
Step 2: Check your Massachusetts Tax Refund Status.
Where is Your IRS Refund?
Step 1: Sign into your eFile.com account and check acceptance by the IRS.
Step 2: Check your IRS Tax Refund Status.
Massachusetts Income Tax Extension
Massachusetts Income Tax Amendment
How to correct a rejected Tax Return
If your MA Tax Return was rejected by the MA Tax Agency - not eFile.com - instructions on how to correct a rejected Massachusetts Tax Return.
Massachusetts, IRS Late Filing, Tax Payment Penalties

1. Late Filing Penalty: For each month you file your return after the tax return deadline, you will be charged 1% of your total tax due (or fraction thereof), up to a 25% maximum.
2. Late Payment Penalty: For each month you submit your taxes owed after the tax return deadline, you will be charged 1% of your total tax amount (or fraction thereof), up to a 25% maximum.

3. IRS Penalties: Calculate and Estimate your potential IRS Income Tax Return Penalties.

 

Start Federal and Massachusetts Tax Returns

2019 Massachusetts Income Tax Filing Deadlines by Tax Year

The majority of deadlines listed here are for Tax Year 2018. Some apply to upcoming Tax Years and some are IRS or Federal deadlines.

Deadline
Type
Description
April 17, 2019
Tax Year 2018
Income Tax Return
Prepare and e-File an IRS (Due Date April 15, 2019) and Massachusetts State Income Tax Return (Due Date April 17, 2019) until October 15, 2019. - eFileIT*
Expired:
April 17, 2019
2018 Income Tax Extension
October 15, 2019
Tax Year 2018
Income Tax Return after the April 17, 2019 Massachusetts Tax Extension
Last day to e-File a 2018 Massachusetts State Income Tax Return for Tax Extension Filers and late eFilers. You can only e-File (to file by paper see below) Massachusetts Income Tax Return together with an IRS Tax Return. eFileIT*
October 15, 2019 via mail-in Forms.
Forms incl. Mailing Address are listed below.
Tax Year 2018
Income Tax Return after the April 17, 2019 Massachusetts Tax Extension
Deadline for taxpayers who got a MA Tax Extension to file their MA Income Tax Return by mail-in Forms - the Forms incl. mailing addresses are listed below - is October 15, 2019. (Optionally, the eFileIT* deadline is Oct. 15, 2019). Instructions on how to only - without the IRS return - prepare and file a Massachusetts State Income Tax Return on eFile.com.
Tax Amendment for all Tax Years
IRS Due Dates
IRS Tax Return, Extension, Amendment Deadlines
2019, 2020, etc.
Other State Tax Return, Extension, Amendment Deadlines
Select respective State Tax Return Deadlines.
2019, 2020, etc.
IRS Federal Income Tax Return, Amendment, Extension Deadlines
April 17, 2022
2018 Massachusetts Income Tax Return Refund.
IRS Tax Return Refund Claim Deadline
The last day to file - you will not face late filing penalties - and claim your 2018 Massachusetts Income Tax Return Refund. This deadline does not apply if you owe 2018 Income Taxes.

E-File These 2018 Massachusetts State Tax Forms

Prepare and efile these state forms for 2018 in conjunction with your federal and state income tax return. As you proceed through the tax interview on efile.com, the application will select the correct state forms for you. You can also select tax forms individually. All these forms will then be e-filed by you to the state tax agency. Instructions on how to only prepare a state income tax return.

Form/Schedule
Description
efileIT Now*
Form 1
Resident Income Tax Return
Form 1-NR/PY
Nonresident/Part-Year Resident Tax Return
Form COA
Change of Address
Schedule CB
Circuit Breaker Credit
Schedule D
Long-Term Capital Gains and Losses Excluding Collectibles
Schedule DI
Dependent Information
Schedule D-IS
Long-Term Capital Gains/Losses-Installment Sales
Schedule E
Total Supplemental Income and (Loss)
Schedule E-1
Rental Real Estate and Royalty Income and (Loss)
Schedule E-3
Estate, Trust, REMIC and Farm Income and (Loss)
Schedule EC
Solar and Wind Energy Credit
Schedule EOAC
Economic Opportunity Area Credit
Schedule FAF
Farming and Fisheries Credit
Schedule HC
Health Care Information
Schedule LP
Credit for Removing or Covering Lead Paint on Residential Premises
Schedule NTS-L-NR/PY
No Tax Status and Limited Income Credit
Schedule OJC
Income Tax Paid to Other Jurisdictions
Schedule R/NR
Resident/Nonresident Worksheet
Schedule SC
Septic Credit for Repairing or Replacing a Failed Cesspool or Septic System
Schedules X/Y
Other Income and Deductions
Extension Payment Voucher Form. Complete and Submit to the MA Department of Revenue - address is on the form - with your payment. 
Cannot be e-Filed. Mail-in only. 
Massachusetts Employee's Withholding Exemption Certificate
Not filed with the State. Submit to Employer only.

* Due to IRS and State Tax Agency tax data sharing and validation requirements, you can only e-file a State Income Tax Return while also e-filing a Federal Income Tax Return. This is not an eFile.com created policy, but all online tax web sites have to adhere to this IRS/state issued tax data sharing policy. You can however prepare all 44 State Income Tax Returns on eFile.com if you have already e-Filed or filed your IRS return. Instructions on how you can ONLY prepare and file State Income Tax Return(s). Only on eFile.com can you prepare, file or e-file unlimited State Tax Returns for one low price and not pay for each State return like you would do on H&R Block® vs. TurboTax®. Dare to Compare Now.

Automatic Massachusetts Tax Extension

For Tax Year 2018 you can e-File an IRS Tax Extension by April 15, 2019 for free on eFile.com (instructions on whether you should consider a Tax Extension or not). 

If you are certain that you cannot file your Massachusetts return by the deadline, you do not need to file for an extension. You will automatically receive a 6-month extension of time to file your return (not to pay). The extended tax return due date is October 15, 2019. Please be aware that Massachusetts will not accept the federal extension form as an extension for your Massachusetts tax return. However, if you expect to owe income taxes, you should submit your payment with payment voucher Form M-4686. If you efiled your return and are making a payment by check or money order, you must complete a Form M-4686 on efile.com. If you are making a payment by credit card, a Form M-4686 is not needed. If you are making an automatic extension payment, you also must use Form M-4686 unless it is made electronically. Use eFile.com and prepare a Massachusetts tax return to find out what your Massachusetts state income tax payment will be.

Instructions on how to eFile an IRS tax extension for free on eFile.com by April 15, 2019.

The extended IRS/Massachusetts eFile deadline is Oct. 15, 2019 - eFileIT* now. If you plan to file or mail-in a Massachusetts tax return on paper - the Forms and Mailing Address are below - your due date is Oct. 15, 2019. 

2018 Tax Year Massachusetts Income Tax Forms

Massachusetts State Income Tax Forms for Tax Year 2018 (Jan. 1 - Dec. 31, 2018) can be e-Filed in conjunction with a IRS Income Tax Return until October 15, 2019. Details on how to only prepare and print a Massachusetts 2018 Tax Return.  The MA Tax Forms and Mailing Address are below - click for the IRS Federal Income Tax Forms for Tax Year 2018.

Form/Schedule
Description
Resident Income Tax Return
Estimated Income Tax Payment Vouchers
Nonresident/Part-Year Resident Tax Return
Taxpayer Change of Address
Underpayment of Massachusetts Estimated Income Tax
Circuit Breaker Credit
Long-Term Capital Gains and Losses Excluding Collectibles
Dependent Information
Long-Term Capital Gains/Losses-Installment Sales
Total Supplemental Income and (Loss)
Rental Real Estate and Royalty Income and (Loss)
Estate, Trust, REMIC and Farm Income and (Loss)
Solar and Wind Energy Credit
Economic Opportunity Area Credit
Farming and Fisheries Credit
Health Care Information
Credit for Removing or Covering Lead Paint on Residential Premises
No Tax Status and Limited Income Credit
Income Tax Paid to Other Jurisdictions
Resident/Nonresident Worksheet
Septic Credit for Repairing or Replacing a Failed Cesspool or Septic System
Other Income and Deductions
Tax Amendment

2017 Tax Year Massachusetts Tax Forms

Massachusetts state income tax forms for Tax Year 2017 (Jan. 1 - Dec. 31, 2017) can no longer be prepared and e-filed. Complete the respective Form(s) below, sign, and mail them to the Massachusetts Department of Revenue. In addition to filing Massachusetts Forms you might also have to file the 2017 IRS Tax Return Forms.

Form/Schedule
Description
Resident Income Tax Return
Estimated Income Tax Payment Vouchers
Nonresident/Part-Year Resident Tax Return
Taxpayer Change of Address
Underpayment of Massachusetts Estimated Income Tax
Income Tax Payment Voucher
Circuit Breaker Credit
Long-Term Capital Gains and Losses Excluding Collectibles
Dependent Information
Long-Term Capital Gains/Losses-Installment Sales
Total Supplemental Income and (Loss)
Rental Real Estate and Royalty Income and (Loss)
Estate, Trust, REMIC and Farm Income and (Loss)
Solar and Wind Energy Credit
Economic Opportunity Area Credit
Farming and Fisheries Credit
Health Care Information
Credit for Removing or Covering Lead Paint on Residential Premises
No Tax Status and Limited Income Credit
Income Tax Paid to Other Jurisdictions
Resident/Nonresident Worksheet
Septic Credit for Repairing or Replacing a Failed Cesspool or Septic System
Other Income and Deductions
Tax Amendment

Massachusetts Tax Facts, Information

Massachusetts Tax Information and Contacts

MA Tax Type
Description
Massachusetts Income Tax Code
Massachusetts has a sales tax rate of 6.25% on retail sales of tangible personal property in Massachusetts by any vendor.
Sales Tax Holiday
From August 17-18, 2019
  • Tangible personal property bought for personal use only: $2,500 or less
Massachusetts Tax Fact
The Massachusetts state tax agency website has two unclaimed refund lists: one for individuals and another for businesses. The refunds, which were returned to the MA Department of Revenue by the U.S. Postal Service, are based on returns that were filed during the past several Tax Years. The state tax agency hopes that by posting these lists, they can locate the taxpayers so they can receive updated addresses and send them their refunds.
Massachusetts Tax Payment Options
Massachusetts State Tax Agency Contacts
For Mailing Addresses and other contact information contact the MA Dep. of Taxation

 

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