Explore filing options for Massachusetts personal income tax returns

What you need for 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.

More info about Explore filing options for Massachusetts personal income tax returns

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. Payment plans are generally limited to 36 months. To set up a payment plan, 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 “I Want To” tab, choose the option “Request a Payment Plan.”