Note: As of this posting date, the IRS has not yet released final versions of their forms and schedules. Therefore, taxpayers should double check references to U.S. forms and schedules before filing their returns.
Form 1 , Resident Income Tax Return
Form 1 Instructions
(including Schedule HC instructions, worksheets and new 5.25% tax table) NOTE: Revised January 9, 2013. Massachusetts now conforms to the extension of the exclusion from gross income at IRC sec. 408(d)(8) for distributions from IRAs to qualified charities that would otherwise be taxable income. As a result, the Schedule X, line 2 worksheet has been updated to reflect this recent change. Also, there is new text in tax law change section regarding this issue.
Schedule HC
, Health Care Information
Schedule HC Instructions and Worksheets
Schedule HC-CS
, Health Care Information Continuation Sheet
Schedules X, Y
, Other Income and Deductions
Schedule Z/RF
, Other Credits
Schedule DI
, Dependent Information
Schedule B
, Interest, Dividends and Certain Capital Gains and Losses
Schedule D
, Long-Term Capital Gains and Losses Excluding Collectibles
Schedule C
, Massachusetts Profit or Loss from Business
Schedule CB
, Circuit Breaker Credit
Schedule E Reconciliation,
Total Supplemental Income and (Loss)
Schedule E-1
, Rental Real Estate and Royalty Income and (Loss)
Schedule E-2
, Partnership and S Corporation Income and (Loss)
Schedule E-3
, Estate, Trust, REMIC and Farm Income
Form PV , Payment Voucher
