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. 

Updated: January 29, 2021