Explore filing options for Massachusetts personal income tax returns

To file your Massachusetts tax return, you may need the following:

• Personal information including:
  • Legal name(s)
  • Birthdate(s)
  • Social Security number(s)
• All tax documents and records
• Child care information
• Last year's federal and state tax returns
• Bank account and routing numbers for electronic payment or direct deposit of your refund

Get ready to file your Massachusetts tax return provides a more specific guide.

For free filling options for Massachusetts personal income tax, please read "E-file your personal income taxes for free."

To learn which software vendors are approved by DOR, please read "Learn about approved software for self-prepared tax returns."

For paper returns visit Personal Income tax forms and instructions.

Payment Agreements

If you can’t make your tax payment in full, pay as much as you can with your tax return. After you are billed for the balance, you can set up a payment plan online through MassTaxConnect or by calling (617) 887-6367. 

To set up a payment plan with MassTaxConnect, you need to:

1. Log into MassTaxConnect. If you don't have a MassTaxConnect account, choose “Create my username” to set up one. 
2. Under the “More” tab, choose the option “Request a Payment Plan” under "Collections Notices."

If you owe $5001 or greater, a payment agreement cannot be set up with MassTaxConnect. You would need to set up a payment agreement by calling Collections at (617) 887-6400.

Visit DOR payment agreement frequently asked questions. 

Choosing a Tax Professional by the IRS

Locate the closest Authorized IRS and State e-file Providers in your area where you can electronically file your tax return. Visit Need someone to prepare your tax return?
 

Updated: August 26, 2021