Following is an alphanumeric listing of all Massachusetts tax forms, instructions and schedules available through this website. For information regarding forms/instructions/schedules not found here, please call the Department's Customer Service Bureau at 617-887-6367. 

Please visit our Adobe Acrobat Information page to down load a free copy of Adobe Acrobat Reader and for important information regarding printers and printer settings.

NOTE: All personal income tax forms, instructions and schedules are current. Links to prior year personal income forms, instructions and schedules are available within the description sections of this page.

Name

Description

Location for Annual Forms, Instructions and Schedules

Allotment Schedule HRCHistoric Rehabilitation Credit SummaryCorporate Additional Forms & Schedules
Allotment Schedule LIHCLow-Income Housing Credit SummaryCorporate Additional Forms & Schedules
Certificate of Good Standing
 
Request for a Certificate of Good Standing and/or Tax Compliance or
Waiver of Corporate Tax Lien
 
Certificate LIHCLow-Income Housing Credit AllotmentCorporate Additional Forms & Schedules
Circular M pdf format of Massachusetts Circular M
Income Tax Withholding Tables Effective January 1, 2016 
Deeds Excise Return pdf format of deeds.pdf
Department of Revenue Excise and Licensing Bureau 
Early Election Schedule LIHCLow-Income Housing Credit NotificationCorporate Additional Forms & Schedules
Form 1  pdf format of Form 1
file size 1MBResident Income Tax Return – Prior year Form 1Income – Form 1 Returns
Form 1 Instructions  pdf format of Form 1 Instructions
Prior year Form 1 InstructionsIncome – Form 1 Returns
Form 1-ES  pdf format of Form 1-ES
Estimated Income Tax Vouchers for Individuals – Prior year Form 1 ESEstimated Tax Payment Vouchers
Form 1-ES 2016 Instructions and Worksheets  pdf format of Instructions and Worksheets
Prior year Form 1-ES Instructions and WorksheetsEstimated Tax Payment Vouchers
Form 1-NR/PY  pdf format of Form 1-NR/PY
file size 1MBNonresident or Part-Year Resident Income Tax Return  
Prior year Form 1-NR/PY
Personal Income – Form 1-NR/PY Returns
Form NR/PY Instructions  pdf format of Form NR/PY Instructions
Prior year Form 1-NR/PY InstructionsPersonal Income – Form 1-NR/PY Returns
Form 121AUrban Redevelopment Excise ReturnFinancial Institution and Insurance Co.
Form 121A Instructions Financial Institution and Insurance Co.
Form 13 pdf format of 13.pdf
Notice of Designation of Fiscal Year 
Form 180 pdf format of form180.pdf
 
Tax Return of Certain Corporations, Associations and Organizations Engaged
in the Sale of Alcoholic Beverages and Instructions pdf format of Form 180 Instructions
 
Form 2Massachusetts Fiduciary Income Tax ReturnFiduciary Return/Schedules – Form 2
Form 2 Instructions Fiduciary Return/Schedules – Form 2
Form 2-ES pdf format of Form 2-ES
 
Estimated Income Tax Vouchers for Fiduciaries, Corporate Trusts, Clubs, and Other Unincorporated Organizations – Prior year Form 2-ESEstimated Tax Payment Vouchers
Form 2-ES 2016 Instructions and Worksheets  pdf format of Form 2-ES 2016 Instructions and Worksheets
Prior year Form 2-ES Instructions and WorksheetsEstimated Tax Payment Vouchers
Form 2GGrantor's/Owner's Share of a Grantor Type TrustFiduciary Return/Schedules – Form 2
Form 2-PVFiduciary Payment VoucherFiduciary Return/Schedules – Form 2
Form 3Partnership Return of IncomePartnership Return/Schedules – Form 3
Form 3 Instructions Partnership Return/Schedules – Form 3
Form 355Massachusetts Business or Manufacturing Corporation Excise ReturnCorporate – 355 Forms & Schedules
Form 355 Instructions Corporate – 355 Forms & Schedules
Form 355-PVMassachusetts Corporate Payment VoucherCorporate – 355 Forms & Schedules
Form 355-ESCorporate Estimated Tax Payment VouchersEstimated Tax payment Vouchers
Form 355-ES Instructions  
Form 355QStatement Relating to Manufacturing ActivitiesCorporate Additional Forms & Schedules
Form 355RDStatement Relating to Research and DevelopmentCorporate Additional Forms & Schedules
Form 355SS Corporation Excise ReturnCorporate – 355S Forms & Schedules
Form 355S Instructions Corporate – 355S Forms & Schedules
Form 355SBC

 
Small Business Corporation Excise Return (domestic corporations only)

 
Corporate Additional Forms & Schedules
For 2012 & prior years see 355SBC Forms & Schedules
Form 355SBC Instructions

 
 Corporate Additional Forms & Schedules  
For 2012 & prior years see 355SBC Forms & Schedules
Form 355SCSecurity Corporation Excise ReturnCorporate Additional Forms & Schedules
Form 355SC Instructions Corporate Additional Forms & Schedules
Form 355SVTaxation of Ships and VesselsCorporate Additional Forms & Schedules
Form 355UExcise for Taxpayers Subject to Combined FilingCorporate – 355U Form & Schedules
Form 355U Instructions Corporate – 355U Form & Schedules
Form 355U Information355U & Schedules – Combined Reporting Instructions & General InformationCorporate 355U Form & Schedules
Form 355-7004Corporate Extension WorksheetCorp 355 & 355S Forms & Schedules  
Form 355-7004 Misc.
 
Application for Extension of Time to File Financial Institution, Insurance
or Miscellaneous
Financial Institution and Insurance Co.
Form 3F



 
Income Tax Return of Corporate Trust
Note: Form 3F is considered obsolete for tax years beginning on or after January 1, 2009. Taxpayers who formerly filed Form 3F, effective January 1, 2009, now
will generally file in Massachusetts according their federal classification.
For further information, see Regulation 830 CMR 63.30.3.
Partnership Return/Schedules – Form 3
Form 3MIncome Tax Return for Clubs and Other Organizations Not Engaged in Business for ProfitPartnership Return/Schedules – Form 3
Form 63-20PPremium Excise Return for Life Insurance CompaniesFinancial Institution and Insurance Co.
Form 63-20P Instructions    Financial Institution and Insurance Co.
Form 63-23PPremium Excise Return for Insurance CompaniesFinancial Institution and Insurance Co.
Form 63-23P Instructions Financial Institution and Insurance Co.
Form 63-29AOcean Marine Profits Tax ReturnFinancial Institution and Insurance Co.
Form 63-29P Instructions Financial Institution and Insurance Co.
Form 63FIFinancial Institution Excise Tax ReturnFinancial Institution and Insurance Co.
Form 63FI Instructions Financial Institution and Insurance Co.
Form 706 pdf format of f706.pdf
United States Estate (and Generation-Skipping Transfer) Tax Return 
Form 706 Instructions pdf format of f706instr.pdf
  
Form 84 pdf format of 84.pdf
Application for Relief from Joint Income Tax Liability 
Form A-37 pdf format of a_37.pdf
Consent Extending the Time for Assessment of Taxes 
Form AA-1Application for Section 42 Method of ApportionmentCorporate Additional Forms & Schedules
Form AB-1 pdf format of AB_1.pdf
Alcoholic Beverages Excise Return 
Form AB-10 pdf format of AB_10.pdf
Report of Alcoholic Beverages Shipped into Massachusetts 
Form AB-4-5 pdf format of AB_4_5.pdf
Rectifier's Report of Alcoholic Beverages Received from Bottling 
Form AB-DO pdf format of AB-DO.pdf
Alcoholic Beverage Disposal Order Form 
Form AB-DS pdf format of AB-DS.pdf
Alcoholic Beverages Excise Return-Direct Shipment to Massachusetts 
Form ABTApplication for Abatement (Businesses Only) 
Form AD-1 pdf format of AD_1.pdf
Abandoned Deposit Amounts Return 
Form AF-1 pdf format of AF-1.pdf
Aviation Gasoline Tax Return 
Form AI-1Business Change of Address/Information 
Form B-37 pdf format of Form B-37
Special Consent Extending the Time for Assessment of Taxes 
Form BCABrownfields Credit ApplicationCorporate Additional Forms & Schedules
Form BCTABrownfields Credit Transfer ApplicationCorporate Additional Forms & Schedules
Form CA-6Application for Abatement/Amended Return (Income & Fiduciary Only) 
Form CA-6AApplication For Abatement/Amended Return Additional Tax Periods 
Form CCF-PF pdf format of ccf_pf.pdf
 
Convention Center Financing Surcharge Form, Surcharge for Parking Facilities in Boston, Springfield and/or Worcester 
Form CCF-ST pdf format of ccf_st.pdf
Convention Center Financing Surcharge Form, Surcharge for Sightseeing Tours in Boston 
Form CCF-VR pdf format of ccf_vr.pdf
 
Convention Center Financing Surcharge Form, Vehicle Rental Transaction Contract Surcharge
for Vehicles Rented in Boston
 
Form CCRF pdf format of CCRF.pdf
Cigarette Complaint Referral Form 
Form Cigar-1Cigar and Smoking Tobacco Excise Tax Return 
Form Cigar-2Cigar and Smoking Tobacco Excise Tax Return 
Form CST-1 pdf format of CTS-1.pdf
Marijuana and Controlled Substances Stamp Order Form 
Form CT-1 pdf format of ct_1.pdf
Resident Stamper's Monthly Return 
Form CT-10 pdf format of ct_10.pdf
Cigarette Excise Return 
Form CT-11 pdf format of ct_11.pdf
 
Non-Stamper Cigarette Excise Return
(for transactions occurring before July 1, 2008)
 
Form CT-11B pdf format of ct_11b.pdf
 
Non-Stamper Cigarette Excise Return
(for transactions occurring between July 1, 2008 and June 30, 2013)
 
Form CT-11CNon-Stamper Cigarette Excise Return 
Form CT-1B pdf format of CT-1B.pdf
Sales to Agencies of the United States 
Form CT-1C pdf format of ct_1c.pdf
Cigarettes Transferred from Massachusetts into Another State 
Form CT-1E pdf format of ct_1e.pdf
Physical Inventory of Cigarettes 
Form CT-CDL pdf format of CT-CDL.pdf
Application for Distributor License for Cigars and Smoking Tobacco – October 1, 2015
through September 30, 2016
 
Form CTL pdf format of Form CTL
and Schedule B pdf format of Form CTL (Schedule B)
 
Application and Instructions for Cigarette Licenses for 2015-2016 - (Includes Schedule A, Cigarette Vending Machine Location List) Schedule B, Branch or Stamper Location List – Must be filed with Form CTL. 
Form CT-MM doc format of Form CT-MM
Monthly Memorandum for PACT Act Registrants – PACT Act Form Examples xls format of Examples of completed PACT Act forms
file size 1MB 
Form CT-MM C doc format of Form CT-MM C
Massachusetts State Cigarette Report – PACT Act Form Examples xls format of Examples of completed PACT Act forms
file size 1MB 
Form CT-MM T doc format of Form CT-MM T
Massachusetts State Tobacco Report – PACT Act Form Examples xls format of Examples of completed PACT Act forms
file size 1MB 
Form CT-PAR doc format of Form CT-PAR
PACT Act Registration Form – PACT Act Form Examples xls format of Examples of completed PACT Act forms
file size 1MB 
Form CT-RL pdf format of CT-RL.pdf
Application for Tobacco Retailer License – October 1, 2014 through September 30, 2016 
Form CTS-1C pdf format of ct_1c.pdf
Stamped Cigarettes Sold in Massachusetts 
Form CTS-1NR pdf format of cts_1nr.pdf
Non-Resident Stamper’s Monthly Tax Stamp and Cigarette Return 
Form CTS-8 pdf format of cts_8.pdf
Record of Cigarette and Smokeless Tobacco Sales or Disposition 
Form CTS-8A pdf format of cts_8a.pdf
 
Untaxed Cigarette, Smokeless Tobacco, Cigar and Smoking Tobacco Return
(for transactions occurring before July 1, 2008)
 
Form CTS-8B pdf format of cts_8b.pdf
 
Untaxed Cigarette, Smokeless Tobacco, Cigar and Smoking Tobacco Return
(for transactions occurring between July 1, 2008 and July 30, 2013)
 
Form CTS-8C pdf format of Form CTS-8C
 
Untaxed Cigarette, Smokeless Tobacco, Cigar and Smoking Tobacco Return
(for transactions occurring on or after July 31, 2013)
 
Form DR-1 pdf format of Form DR-1
Office of Appeals Form 
Form EDIPRefundable Economic Development Incentive Program CreditCorporate Additional Forms & Schedules
Form EDIP Instructions Corporate Additional Forms & Schedules
Form EMP pdf format of Form EMP, Application for Early Mediation Program
Application for Early Mediation Program 
Form EFO  pdf format of Form EFO
Personal Income Tax Declaration of Paper Filing – Prior year Form EFOIncome Additional Forms & Schedules
Form Excises 2 pdf format of excises 2.pdf
Excise Tax Bond 
Form FE pdf format of FE.pdf
Ferry Embarkation Fee 
Form FPApplication for Payroll/Production CreditCorporate Additional Forms & Schedules
Form GT-1 pdf format of GT_1.pdf
Gasoline License Application 
Form GT-456 pdf format of GT-456.pdf
Gasoline Tax Return and Instructions 
Form GT-9 pdf format of GT_9.pdf
 
Gasoline Refund Application
(for transactions occurring before July 31, 2013)
 
Form GT-9A pdf format of GT_9A.pdf
 
Gasoline Refund Application for Those Engaged in Farming
(for transactions occurring before July 31, 2013)
 
Form GT-9A-B pdf format of Form GT-9A-B
 
Gasoline Refund Application for Those Engaged in the Business of Farming
(for transactions occurring on or after July 31, 2013)
 
Form GT-9-B pdf format of Form GT-9-B
 
Gasoline Refund Application, Gasoline Excise, MGL Ch. 64A
(for transactions occurring on or after July 31, 2013)
 
Form GT-9M pdf format of GT_9M.pdf
 
Gasoline Tax Refund Application, Watercraft Use, MGL Ch. 64A, sec. 7
(for transactions occurring before July 31, 2013)
 
Form GT-9M-B pdf format of Form GT-9M-B
 
Gasoline Tax Refund Application, Watercraft Use, MGL Ch. 64A, sec. 7
(for transactions occurring on or after July 31, 2013)
 
Form GT-9T pdf format of gt_9t.pdf
 
Massachusetts Turnpike Use, Gasoline Excise, MGL Ch. 64A
(for transactions occurring before July 31, 2013)
 
Form GT-9T-B pdf format of Form GT-9T-B
 
Gasoline Refund Application, Massachusetts Turnpike Use, Gasoline Excise, MGL Ch. 64A
(for transactions occurring on or after July 31, 2013)
 
Form IFTA-1 pdf format of Form IFTA-1 
2015 International Fuel Tax Agreement Massachusetts License Application 
Form IFTA-100 pdf format of Form IFTA-100
IFTA Quarterly Fuel Use Tax Return 
Form JFT-1 pdf format of JFT-1.pdf
License Application for User–Seller/Supplier of Aircraft (Jet) Fuel 
Form JFT-4S pdf format of JFT-4S.pdf
Aircraft (Jet) Fuel Supplier Tax Return 
Form JFT-4U pdf format of JFT-4U.pdf
Aircraft (Jet) Fuel User Tax Return 
Form JTF-9 pdf format of JFT_9.pdf
Aircraft (Jet) Fuel Refund Application 
Form LOALoan-Out Affidavit/AllocationCorporate Additional Forms & Schedules
Form M-1310 pdf format of m_1310.pdf
Statement of Claimant to Refund Due a Deceased Taxpayer 
Form M-2848 pdf format of Form M-2848
Power of Attorney and Declaration of Representative 
Form M-2210  pdf format of Form M-2210
Underpayment of Massachusetts Estimated Income Tax – Prior year Form M-2210Income Additional Forms & Schedules
Form M-2210A  pdf format of Form M-2210A
Annualized Income Installment Worksheet – Prior year Form M-2210AIncome Additional Forms & Schedules
Form M-2210F  pdf format of Form M-2210F
 
Underpayment of Massachusetts Estimated Income Tax for Fiduciaries  
Prior year Form M-2210F
Income Additional Forms & Schedules
Form M-2220Underpayment of Massachusetts Estimated Tax by CorporationsCorporate Additional Forms & Schedules
Form M-3 pdf format of m_3.pdf
Reconciliation of Massachusetts Income Taxes Withheld for Employers 
Form M-4 pdf format of m_4.pdf
Massachusetts Employees Withholding Exemption Certificate 
Form M-433B pdf format of Form M-433B
Statement of Financial Condition for Businesses 
Form M-433I pdf format of Form M-433I
 
Statement of Financial Condition for Individuals – Financial Statement for Payment Agreement or Hardship Consideration 
Form M-433-OIS pdf format of m_433.pdf
Statement of Financial Condition and Other Information 
Form M-4422 pdf format of m_442204.pdf

 
Application for Certificate Releasing Massachusetts Estate Tax Lien – Instructions pdf format of m_703inst.pdf
Only for an estate with a date of death on or after January 1, 2003 and a Massachusetts estate tax is due
 
Form M-4506 pdf format of m_4506.pdf
Request for Copy of Tax Form 
Form M-4768 pdf format of m_4768.pdf
Application for Extension of Time to File Massachusetts Estate Tax Return 
Form M-4768A pdf format of m_4768a.pdf
Application for Extension of Time to Pay Massachusetts Estate Tax 
Form M-4852 pdf format of M-4852.pdf
Substitute for Form W-2, Wage and Tax Statement 
Form M-4868  pdf format of Form M-4868
 
Application for Automatic Six-Month Extension of Time to File Massachusetts
Income Tax Return – Prior year Form M-4868
Income Additional Forms & Schedules
 
Form M-4-MS pdf format of M_4_MS.pdf
Annual Withholding Tax Exemption Certificate for Nonresident Military Spouse 
Form M-4P pdf format of m_4p.pdf
 
Massachusetts Employees Withholding Exemption Certificate for Pension, Annuity, and Other Periodic Payments and Nonperiodic Payments 
Form M-656 pdf format of m_656.pdf
Offer in Settlement 
Form M-706 pdf format of m_70603.pdf
 
Massachusetts Estate Tax Return – Instructions pdf format of m_703inst.pdf
For every estate with date of death on or after January 1, 2003
 
Form M-706 pdf format of f706.pdf
 
Massachusetts Resident Estate Tax Return – (Instructions Included)
For every estate with date of death on or after January 1, 1997 and prior to January 1, 2003.
 
Form M-706NR pdf format of m_706nr.pdf

 
Massachusetts Nonresident Estate Tax Return and Domicile Affidavit
To be used only for estates of nonresidents with dates of death on or after Jan. 1, 1997 and prior to Jan. 1, 2003
 
Form M-792 pdf format of m_792.pdf
Certificate Releasing Massachusetts Estate Tax Lien 
Form M-8379 pdf format of m_8379.pdf
Nondebtor Spouse Claim and Allocation for Refund DueIncome Additional Forms & Schedules
Form M-8453  pdf format of Form M-8453
Individual Income Tax Declaration for Electronic Filing – Prior year Form M-8453Income Additional Forms & Schedules
Form M-8453CCorporate Tax Declaration for Electronic FilingCorporate Additional Forms & Schedules
Form M-8453F  pdf format of Form M-8453F
Fiduciary Tax Declaration for Electronic Filing – Prior year Form M-8453FFido/Partnership Addl Forms & Schedules
Form M-8453P  pdf format of Form M-8453P 
Partnership Tax Declaration for Electronic Filing – Prior year Form M-8453PFido/Partnership Addl Forms & Schedules
Form M-8736  pdf format of Form M-8736
Application for Extension of Time to File Fiduciary or Partnership Return – Prior year Form M-8736Fido/Partnership Addl Forms & Schedules
Form M-911 pdf format of M_911.pdf
Taxpayer's Application for Relief Due to Hardship 
Form M-9325Electronic Filing Information Handout 
Form M-941 pdf format of m941.pdf
Employer's  Return of Income Taxes Withheld 
Form M-941 Instructions pdf format of Form M-941 Instructions
  
Form M-990TUnrelated Business Income Tax ReturnCorporate Additional Forms & Schedules
Form M-990T Instructions Corporate Additional Forms & Schedules
Form M-990T-62  pdf format of Form M-990T-62
 
Exempt Trust and Unincorporated Association Income Tax Return
Prior year Form M-990T-62
Income Additional Forms & Schedules
Form M-990T-7004Unrelated Business Income Tax ExtensionCorporate Additional Forms & Schedules
Form MDCAMedical Device Credit ApplicationCorporate Additional Forms & Schedules
Form MDCTAMedical Device Credit Transfer ApplicationCorporate Additional Forms & Schedules
Form M-NRA pdf format of m_nra.pdf
Massachusetts Nonresident Decedent Affidavit 
Form M-SSR pdf format of m_ssr.pdf
Monthly Satellite Service Return 
Form MT-1Meals and All Beverage Sales Tax Registration 
Form MV-AB2 pdf format of mv_ab2.pdf
Affidavit – Rescission of Sale of a Motor Vehicle 
Form MVU-5A pdf format of mvu_5a.pdf
Application for Certification/Recertification to the Motor Vehicle Leasing List 
Form MVU-21 pdf format of mvu_21.pdf
 
Affidavit in Support of a Claim for Exemption from Sales or Use Tax for a Motor Vehicle Transferred by Contest, Drawing or Raffle 
Form MVU-22 pdf format of mvu_22.pdf
 
Affidavit in Support of a Claim for Exemption from Sales or Use Tax for Transfer of a Fire Engine or Ambulance 
Form MVU-23 pdf format of mvu_23.pdf
 
Affidavit in Support of a Claim for Exemption from Sales or Use Tax for a Motor Vehicle, Trailer or Other Vehicle Transferred to an Insurer 
Form MVU-24 pdf format of mvu_24.pdf
 
Affidavit in Support of a Claim for Exemption from Sales or Use Tax for a Motor Vehicle Transferred as a Gift 
Form MVU-25 pdf format of mvu_25.pdf
 
Affidavit in Support of a Claim for Exemption from Sales or Use Tax for a Motor Vehicle Transferred by a Business Entity 
Form MVU-26 pdf format of mvu_26.pdf
 
Affidavit in Support of a Claim for Exemption from Sales or Use Tax for a Motor Vehicle Transferred Within a Family 
Form MVU-27 pdf format of mvu_27.pdf
 
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-29 pdf format of mvu_29.pdf
 
Affidavit in Support of a Claim for Exemption from Sales or Use Tax for a Motor Vehicle Purchased Outside of Massachusetts 
Form MVU-30 pdf format of mvu_30.pdf
 
Affidavit in Support of a Claim for Exemption from Sales or Use Tax for a Motor Vehicle Transferred by Repossession 
Form MVU-33 pdf format of mvu_33.pdf
 
Affidavit in Support of a Claim for Exemption from Sales or Use Tax for a Motor Vehicle Transferred to a Disabled Person 
Form NHR pdf format of New Hire Reporting Form
New Hire and Independent Contractor Reporting Form 
Form OIS/AB pdf format of ois_ab.pdf
Taxpayer's Consent to Application or Escrow of Offer in Settlement Deposit 
Form OR-1 pdf format of OR_1.pdf
Uniform Oil Response and Prevention Fee 
Form OR-1 Instructions pdf format of OR_1_inst.pdf
  
Form PTE-EX pdf format of Form PTE-EX
Withholding Exemption Certificate for Members of a Pass-Through Entity 
Form PVMassachusetts Income Tax Payment Voucher (for Forms 1 and 1-NR/PY) 
Form PWH-RW pdf format of pwh_rw.pdf
Performer or Performing Entity Request for Reduction of Withholding 
Form PWH-WA pdf format of pwh_wa.pdf
Performer or Performing Entity Withholding Allocation Form 
Form PWH-WW pdf format of pwh_ww.pdf
Performer or Performing Entity Request for Waiver of Withholding 
Form RO-1Room Occupancy Excise Registration 
Form RO-2 pdf format of ro2.pdf
Monthly Room Occupancy Return 
Form RO-2 Instructions pdf format of Form RO-2 Instructions
  
Form SBP pdf format of SBP.pdf
Application for Smoking Bar Permit 
Form SBQD pdf format of SBQD.pdf
Smoking Bar Quarterly Declaration 
Form SFT-1 pdf format of sft_1.pdf
Special Fuels License Application 
Form SFT-3 pdf format of SFT-3.pdf
 
Supplier’s Tax Return – Special Fuels
For transactions occurring before July 31, 2013
 
Form SFT-3 pdf format of sched. E, pt. C.pdf
Schedule E, Part C – Nontaxable Sales and Transfers Outside Massachusetts 
Form SFT-3-B pdf format of Form SFT-3-B
 
Supplier’s Tax Return  – Special Fuels
For transactions occurring on or after July 31, 2013
 
Form SFT-4 pdf format of SFT-4.pdf
User–Seller’s Special Fuels Tax Return 
Form SFT-9 pdf format of SFT_9.pdf
 
Special Fuels Refund Application – Special Fuels Excise, MGL Ch. 64E
For transactions occurring before July 31, 2013
 
Form SFT-9-B pdf format of Form GT-9-B
 
Special Fuels Refund Application – Special Fuels Excise, MGL Ch. 64E
For transactions occurring on or after July 31, 2013
 
Form SFT-9T pdf format of sft_9t.pdf
 
Special Fuels Refund Application – Mass. Turnpike Use, Special Fuels Excise, MGL Ch. 64E – For transactions occurring before July 31, 2013 
Form SFT-9T-B pdf format of Form SFT-9T-B
 
Special Fuels Refund Application – Mass. Turnpike Use, Special Fuels Excise, MGL Ch. 64E – For transactions occurring on or after July 31, 2013 
Form ST-1Sales and Use Tax Registration 
Form ST-10 pdf format of Form ST-10 – Business Use Tax Return

 
Business Use Tax Return
See TIR 09-12 for reporting rules for annual filers after rate changes in the sales/use taxes
 
Form ST-11 pdf format of Form ST-11 – Individual Use Tax Return

 
Individual Use Tax Return
See TIR 09-12 for reporting rules for annual filers after rate changes in the sales/use taxes)
 
Form ST-12 pdf format of st_12.pdf
Exempt Use Certificate 
Form ST-12B pdf format of st_12b.pdf
Sales Tax Exempt Certificate for Sales of Certain Medical Equipment 
Form ST-12EC pdf format of st_12ec.pdf
Exempt Container Certificate 
Form ST-13 pdf format of st_13.pdf
Small Business Energy Exemption Certificate for Purchases On or After April 1, 2006 
Form ST-2Certificate of Exemption 
Form ST-4 pdf format of st_4.pdf
Sales Tax Resale Certificate 
Form ST-5 pdf format of st_5.pdf
Sales Tax Exempt Purchaser Certificate 
Form ST-5C pdf format of st_5c.pdf
Contractor’s Sales Tax Exempt Purchase Certificate 
Form ST-5R pdf format of st_5r.pdf
Contractor’s 5% Qualified Purchase Certificate 
Form ST-6/ST-6E
 
ST-6 – File Sales/Use Tax on Boat, Recreation or Snow Vehicle
ST-6E – Claim for Exemption from Sales or Use Tax on Boat, Recreation or Snow Vehicle
 
Form ST-7R pdf format of st_7r.pdf
Motor Vehicle Certificate of Payment of Sales or Use Tax 
Form ST-8 pdf format of ST-8.pdf
Sales Tax Exempt Certificate for Books Used for Instructional Purposes 
Form ST-9 pdf format of ST-9 - Sales and Use Tax Return
Monthly Sales/Use Tax Return 
Form ST-9 Instructions pdf format of ST-9 Instructions
  
Form ST-BDR pdf format of st_bdr.pdf
Claim for Bad Debt Reimbursement 
Form ST-BDR-Meals pdf format of st_bdr_m.pdf
Claim for Bad Debt Reimbursement 
Form ST-MAB-4 pdf format of st_mab4.pdf
Sales Tax on Meals, Prepared Food and/or Alcoholic Beverages 
Form STEApplication for Sales Tax ExemptionCorporate Additional Forms & Schedules
Form TSAFilm Credit Transfer or Sale ApplicationCorporate Additional Forms & Schedules
Form UA-1  pdf format of Form UA-1
Unified Audit Opt-Out 
Form UBIT-ESUnrelated Business Income Tax VouchersCorporate Additional Forms & Schedules
Form VRD pdf format of Form VRS
 
Vehicle Rental Transaction Contract Surcharge
For Vehicle Rental Contracts Executed in Revere
 
Identity Theft Affidavit pdf format of Identity Theft Affidavit
 
Complete and submit this form if you believe you are a victim of identity theft
and would like the Massachusetts Department of Revenue to investigate the matter.
 
Income Tax Tables Massachusetts Personal Income Tax Tables 
Individual Credit HRCLow-Income Housing Credit NotificationCorporate Additional Forms & Schedules
Instructions for Bulk/Batch Filing pdf format of electma941_inst.pdf
 
For Electronically Filing Debit and Withholding Payments
Forms M941, M941-D, M941-A, M942
MA Withholding Returns – (With or without Debit Payments)
 
Privacy Act Notice pdf format of pvcy_act.pdf
Commonwealth of Massachusetts, Department of Revenue 
Pro Forma 1120L
 
U.S. Life Insurance Company Pro Forma Return
 
Financial Institution and Insurance Co.
Years 2007 and prior
Refundable Film Credit pdf format of Refundable Film Credit Motion Picture Production Compan
Motion Picture Production Company – Prior year Refundable Film CreditIncome Additional Forms & Schedules
Schedule 2K-1Beneficiary’s Massachusetts InformationFiduciary Return/Schedules – Form 2
Schedule 3K-1Partner’s Massachusetts InformationPartnership Return/Schedules – Form 3
Schedule A-1Investments in SubsidiariesCorp 355 & 355S Forms & Schedules
Schedule A-2Intercompany ReceivablesCorp 355 & 355S Forms & Schedules
Schedule A-3Intercompany PayablesCorp 355 & 355S Forms & Schedules
Schedule ABIExceptions to the Add Back of Interest ExpensesCorporate Additional Forms & Schedules
Schedule ABIEExceptions to the Add Back of Intangible ExpensesCorporate Additional Forms & Schedules
Schedule B  pdf format of Schedule B
Interest, Dividends and Certain Capital Gains and Losses – Prior year Schedule BIncome – Form 1 & Form 1-NR/PY
Schedule BFor Form 2 – Interest, Dividends and Certain Capital Gains and LossesFiduciary Return/Schedules – Form 2
Schedule B/RBeneficiary/RemaindermanFiduciary Return/Schedules – Form 2
Schedule C  pdf format of Schedule C
Massachusetts Profit or Loss from Business – Prior year Schedule CIncome – Form 1 & Form 1-NR/PY
Schedule C-2  pdf format of Schedule C-2
Excess Deductions Against Trade or Business Income – Prior year Schedule C-2Income Additional Forms & Schedules
Schedule CB  pdf format of Schedule CB
Circuit Breaker Credit – Prior year Schedule CBIncome – Form 1 Returns
Schedule CIRConsolidated Return Income ReconciliationCorporate – 355U Form & Schedules
Schedule CIR Instructions Corporate – 355U Form & Schedules
Schedule CGCombined Reporting Allocation ScheduleCorporate – 355U Form & Schedules
Schedule CG Instructions Corporate – 355U Form & Schedules
Schedule CT-NPM pdf format of ct_npm.pdf
Stamper’s Reporting Schedule on Sales By Non-Participating Manufacturers 
Schedule D  pdf format of Schedule D 
Long-Term Capital Gains and Losses Excluding Collectibles – Prior year Schedule DIncome – Form 1 & Form 1-NR/PY
Schedule D  pdf format of Schedule D
For Form 2 – Capital Gains and Losses – Prior year Schedule DFiduciary Return/Schedules – Form 2
Schedule DI  pdf format of Schedule DI
Dependent Information – Prior year Schedule DIIncome – Form 1 & Form 1-NR/PY
Schedule D-IS  pdf format of Schedule D-IS
file size 1MBInstallment Sales – Prior year Schedule D-ISIncome – Form 1, Form 1-NR/PY & Additional Forms and Schedules
Schedule DREDisclosure of Disregarded EntityCorporate – 355U Form & Schedules
Schedule DRE Instructions Corporate – 355U Form & Schedules
Schedule E-1  pdf format of Schedule E-1
Rental Real Estate and Royalty Income and (Loss) – Prior year Schedule E-1Income – Form 1 & Form 1-NR/PY
Schedule E-2  pdf format of Schedule E-2
Partnership and S Corporation Income and (Loss) – Prior year Schedule E-2Income – Form 1 & Form 1-NR/PY
Schedule E-3  pdf format of Schedule E-3
Estate, Trust, REMIC and Farm Income and (Loss) – Prior year Schedule E-3Income – Form 1 & Form 1-NR/PY
Schedule EC  pdf format of Schedule EC
Solar and Wind Energy Credit – Prior year Schedule ECIncome Additional Forms & Schedules
Schedules E and FRental Income or Loss and Credit for Taxes PaidFiduciary Return/Schedules – Form 2
Schedule E Instructions  pdf format of Schedule E Instructions
Prior year Schedule E InstructionsIncome – Form 1 & Form 1-NR/PY
Schedule EOAC  pdf format of Schedule EOAC
 
Economic Opportunity Area Credit 
For Forms 1, 1-NR/PY and 355 – Prior year Schedule EOAC
Corporate Additional Forms & Schedules
or Income Additional Forms & Schedules
Schedule E, Part C pdf format of sched. E, pt. C.pdf
Form SFT-3 – Nontaxable Sales and Transfers Outside Massachusetts 
Schedule E Reconciliation  pdf format of Schedule E Reconciliation
Total Supplemental Income and (Loss) – Prior year Schedule E ReconciliationIncome – Form 1 & Form 1-NR/PY
Schedule F Corp 355 & 355S Forms & Schedules
Schedule FAF pdf format of Schedule FAF
Farming and Fisheries Credit (New for 2015) 
Schedule FE Corporate – 355U Form & Schedules
Schedule FE Instructions Corporate – 355U Form & Schedules
Schedule HInvestment Tax Credit and CarryoversCorp 355 & 355S Forms & Schedules
Schedule H Instructions Corp 355 & 355S Forms & Schedules
Schedule HExpenses and Fiduciary CompensationFiduciary Return/Schedules – Form 2
Schedule H-2  pdf format of Schedule H-2
Credit Recapture – Prior year Schedule H-2Corporate Additional Forms & Schedules
Income Additional. Forms & Schedules
Schedule H-2, Recapture Offset Worksheet  pdf format of Schedule H-2, Recapture Offset Worksheet
Prior year Schedule H-2 Recapture Offset WorksheetCorporate Additional Forms & Schedules
Income Additional. Forms & Schedules
Schedule HC  pdf format of Schedule HC
Health Care Information – Prior year Schedule HCIncome – Form 1 & Form 1-NR/PY
Schedule HC Instructions and Worksheets  pdf format of Schedule HC Instructions and Worksheets
Prior year Schedule HC Instructions and Worksheets
 
Income – Form 1 & Form 1-NR/PY
 
Schedule HC-CS  pdf format of Schedule HC-CS
Health Care Information Continuation Sheet – Prior year Schedule HC-CSIncome – Form 1 & Form 1-NR/PY
Schedule HMHarbor Maintenance Tax CreditCorporate Additional Forms & Schedules
Schedule IDDIncome Distribution DeductionFiduciary Return/Schedules – Form 2
Schedule LG pdf format of sched. LG.pdf
Liquified Gases Only (propane, etc.) 
Schedule LP  pdf format of Schedule LP
Credit for Removing or Covering Lead Paint on Residential Premises – Prior year Schedule LPIncome Additional Forms & Schedules
Schedule M-1Book to Tax ReconciliationCorporate Additional Forms & Schedules
Schedule M-1 Instructions Corporate Additional Forms & Schedules
Schedule M-FD pdf format of sched. MF-D.pdf
Motor Fuels Tax Schedule of Disbursements 
Schedule M-FR pdf format of sched. MF-R.pdf
Motor Fuels Tax Schedule of Receipts 
Schedule NIRNet Income ReconciliationCorporate – 355U Form & Schedules
Schedule NIR Instructions Corporate – 355U Form & Schedules
Schedule NOLNet Operating Loss CarryforwardCorporate – 355U Form & Schedules
Schedule NOL Instructions Corporate – 355U Form & Schedules
Schedule NTS-L-NR/PY  pdf format of Schedule NTS-L-NR/PY
No Tax Status and Limited Income Credit – Prior year Schedule NTS-L-NR/PYIncome – Form 1-NR/PY & Schedules
Schedule RCResearch CreditCorporate Additional Forms & Schedules
Schedule RC Instructions Corporate Additional Forms & Schedules
Schedule RFC pdf format of Refundable Film Credit Motion Picture Production Compan
Refundable Film Credit – Motion Picture Production Company – Prior year Schedule RFCCorporate Additional Forms & Schedules
or Income Additional Forms & Schedules
Schedule RLCRefundable Life Science Credit – Life Science CompanyCorporate Additional Forms & Schedules
Schedule R/NR  pdf format of Schedule R/NR
Resident/Nonresident Worksheet – Prior year Schedule R/NRIncome – Form 1-NR/PY & Schedules
Schedule RNWREIT Net Worth CalculationCorporate Additional Forms & Schedules
Schedule SS Corporation Distributive IncomeCorporate 355S Returns & Schedules
Schedule SC  pdf format of Schedule SC
Septic Credit – Prior year Schedule SCCorporate Additional Forms & Schedules
Schedule SK-1Shareholder’s Massachusetts InformationCorporate 355S Returns & Schedules
Schedule TDS  pdf format of Schedule TDS
 
Taxpayer Disclosure Statement – Prior year Schedule TDS
 
Corporate Additional Forms & Schedules
or Income Additional Forms & Schedules
Schedule TTPTax Treaty PositionsCorporate – 355U Form & Schedules
Schedule TTP Instructions Corporate – 355U Form & Schedules
Schedule U-CICombined IncomeCorporate – 355U Form & Schedules
Schedule U-CI Instructions Corporate – 355U Form & Schedules
Schedule U-CSCredits Shared from Other MembersCorporate – 355U Form & Schedules
Schedule U-CS Instructions Corporate – 355U Form & Schedules
Schedule U-EMassachusetts Unitary or Affiliated Group IncomeCorporate – 355U Form & Schedules
Schedule U-E Instructions Corporate – 355U Form & Schedules
Schedule U-ICMember’s Individual CreditsCorporate – 355U Form & Schedules
Schedule U-IC Instructions Corporate – 355U Form & Schedules
Schedule U-INSPayment to Insurance Companies Under Common Ownership 2014Corporate – 355U Form & Schedules
Schedule U-INS Instructions Corporate – 355U Form & Schedules
Schedule U-MMember’s Income and ExpensesCorporate – 355U Form & Schedules
Schedule U-M Instructions Corporate – 355U Form & Schedules
Schedule U-MSIMember’s Apportioned Share of Group IncomeCorporate – 355U Form & Schedules
Schedule U-MSI Instructions Corporate – 355U Form & Schedules
Schedule U-MTIMember’s Taxable Income from Sources Other Than the Unitary BusinessCorporate – 355U Form & Schedules
Schedule U-MTI Instructions Corporate – 355U Form & Schedules
Schedule U-NOLSMember’s Shared Loss CarryoverCorporate – 355U Form & Schedules
Schedule U-NOLS Instructions Corporate – 355U Form & Schedules
Schedule U-RFRefundable CreditsCorporate – 355U Form & Schedules
Schedule U-RF Instructions Corporate – 355U Form & Schedules
Schedule U-STMember’s Separate Computation of TaxCorporate – 355U Form & Schedules
Schedule U-ST Instructions Corporate – 355U Form & Schedules
Schedule U-TMTax by MemberCorporate – 355U Form & Schedules
Schedule U-TM Instructions Corporate – 355U Form & Schedules
Schedule VPVanpool CreditCorporate Additional Forms & Schedules
Schedules X/Y  pdf format of Schedules X/Y
Other Income and Deductions – Prior year Schedules X/YIncome – Form 1 & Form 1-NR/PY
Schedules Z/RF  pdf format of Schedules Z/RF
Other Credits – Prior year Schedules Z/RFIncome – Form 1 & Form 1-NR/PY
Taxpayer Change of Address FormFor Individuals – Taxpayer Change of Address
 
 
Tobacco Retailer License Online Instructions pdf format of apply_online_cig_retailer_inst.pdf
  
Transfer LIHCLow-Income Housing Credit StatementCorporate Additional Forms & Schedules
Transfer/Sale HRCHistoric Rehabilitation Credit CertificateCorporate Additional Forms & Schedules
Unpaid Check Fund ClaimPlease contact the State Treasurer’s Unpaid Check Fund Division at (617) 367-0400 
W-2 Handbook pdf format of W-2 Handbook