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

Filing your Massachusetts Personal Income

Filing your tax return doesn’t have to be stressful. Learn what you need to get ready to file. Visit Get ready to file your Massachusetts tax return.

For free filling options for Massachusetts personal income tax, please read Find out if you qualify to E-file your MA income taxes for free.

You may also qualify for free or low-cost tax preparation or legal services.

For paper returns visit Personal Income tax forms and instructions.
 

Choosing a Tax Professional

A tax professional can help you prepare your taxes or represent you in an appeal or collection case. Some can do both.

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?

• Find a tax professional to help with your taxes

• Learn about approved software for self-prepared 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 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: March 1, 2022