Prepare and efile Your Massachusetts Tax Return
The efile.com tax software makes it easy for you to efile your state tax return and use the correct state tax forms. Prepare and efile your Massachusetts state tax return (resident, nonresident, or part-year resident) and Federal tax return together or separately at efile.com. View the federal tax return filing requirements.
Massachusetts Income Tax Filing Deadline
The regular deadline to file a Massachusetts state income tax return is April 15.
|Tax Deadline Date
||Type of Income Tax Return
||Filing Deadline / Due Date Description
|April 18, 2018
||2017 Massachusetts State Tax Return
||Due date for Massachusetts State Income Tax Returns - income tax filing deadline
|April 18, 2018
||2017 Massachusetts State Tax Extension
||Due date for Massachusetts extensions
|October 15, 2018
||2017 Massachusetts State Tax Return
||Last day to efile a 2017 Massachusetts State Income Tax Return for tax extension filers and late efilers
View all state tax return filing deadlines.
Find federal income tax return filing deadlines.
Tax Year 2017 Massachusetts State Tax Forms
All of the following Massachusetts state tax forms are supported by the efile.com software:
||Can I efile this form?
||Resident Income Tax Return
||Nonresident/Part-Year Resident Tax Return
|Form 1/1-NR/PY Schedule CB
||Circuit Breaker Credit
|Form 1/1-NR/PY Schedule D
||Long-Term Capital Gains and Losses
|Form 1/1-NR/PY Schedule DI
|Form 1/1-NR/PY Schedule E
||Total Supplemental Income/Loss (Summary)
|Form 1-NR/PY and Schedule NTS-L-NR/PY
||Specific Information [No Tax Status and Limited Income Credit]
|Form 1/1-NR/PY Schedules X/Y
||Other Income and Deductions
||Estimated Income Tax Payment Vouchers
||Change of Address
||Income Tax Paid to Other Jurisdictions
||Underpayment of Massachusetts Estimated Income Tax
||Income Tax Payment Voucher
||Long-Term Capital Gains/Losses-Installment Sales
||Solar and Wind Energy Credit
||Health Care Information
||Credit for Removing or Covering Lead Paint on Residential Premises
Massachusetts State Tax Forms that Cannot Be efiled
Massachusetts State Tax Withholding Form
||Massachusetts Employee's Withholding Exemption Certificate
MA Tax Extension
||Massachusetts Extension Instructions
||How to File
Form M-4868 must be used by individuals to request an automatic six-month extension of time to file their Massachusetts income tax return. This form may also be used to extend the time to file your individual use tax if you elect to report use tax on your personal income tax return. This is the only application needed to request a six month extension of time to file. The extension of time to file does not extend the due date for payment of any tax due. Extensions are granted only upon the timely filing of the extension with any required payment amount.
Form M-4868 must be accompanied by a 100% payment of any tax estimated to be due. The extension will be considered void if 80% of the total tax liability is not paid on or before the original due date of the return. If you are not sending your tax payment electronically, complete and file Form PV, Massachusetts Income Tax Payment Voucher, along with your check or money order. Any portion of tax not paid on or before the due day of your return is subject to a late payment penalty of 1% per month of the tax due, up to a maximum of 25%.
You must file Form M-4868 via the DOR's website if you meet the following criteria:
- You owe no tax; OR
- You are making a payment of $5,000 or more. If there is a tax due with your extension, payment can be made through Electronic Funds Withdrawal.
If you meet the above criteria, visit MA website to file via the Web. If you are making a payment, have your bank account information ready.
Complete and submit Form M-4686
MA Tax Amendment
Amended Massachusetts tax returns can only be filed by mailed; they cannot be efiled. Learn how to prepare and file a Massachusetts tax amendment.
2016 Massachusetts Tax Forms
Massachusetts tax returns for 2016 cannot be prepared and filed online. Download the 2016 tax forms, fill them out, and mail them to the Massachusetts Department of Revenue.
Where's My Refund? - Check Your Massachusetts State Tax Refund Status
File electronically or early in the tax season to get your Massachusetts state tax return refund faster.
Check your Massachusetts tax refund status online.
MA efile Error Codes
If your Massachusetts state return was rejected, you will receive an error reject code. If you prepared and efiled your return on efile.com, we will provide you with an explanation of how to correct the error on your return. You may then resubmit your state return at no additional charge until it is accepted by the state.
View a list of all Massachusetts State efile Income Tax Return Error Reject Codes.
Massachusetts Tax Facts
MA Income Tax:
The state imposes two tax rates:
- 5.2%: earned income (wages, salaries, tips, commissions) and unearned income (interest, dividends, and long-term capital gains)
- 12%: certain capital gains
MA Sales Tax:
Massachusetts has a sales tax rate of 6.25% on retail sales of tangible personal property in Massachusetts by any vendor.
More information on Massachusetts Sales Tax
MA Sales Tax Holiday:
Massachusetts holds one annual tax holiday, which usually occur on the second weekend of a month. During this holiday, certain items are exempt from Massachusetts sales tax. However, the MA consumer will only receive the tax exemption if a specific total spending limit is met.
Refer to the chart below for Massachusetts sales tax holiday information. There will be no sales tax holiday in 2018.
|Sales Tax Holiday Dates
||Sales Tax Holiday Items Included
- Tangible personal property bought for personal use only: $2,500 or less
MA Personal Property Tax:
All real and tangible personal property in the state is taxable unless specifically exempted by statute. MA property is taxed according to its class: open space, commercial, residential, personal, and industrial property.
The administration of the assessment and collection of all Massachusetts real and tangible personal property taxes is handled by city and town assessors and collected in the jurisdiction where the property is located.
Odd 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.
MA State Tax Agency:
For more information, you can visit the website of The Massachusetts Department of Revenue.
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