DOR Financial Institution and Insurance Company tax forms, instructions and vouchers

Updated: June 2, 2022

What you need to know

The forms are subject to change only by federal or state legislative action.

All Massachusetts financial institution and insurance company tax forms are in PDF format. To read them, you'll need the free Adobe Acrobat Reader.

If you have any suggestions or comments on how to improve these forms, contact the Forms Manager at [e-mail].

2021 Financial Institution and Insurance Company Forms

• 2021 Form 63-FI: Financial Institution Excise Return

  • 2021 Form 63-FI Instructions

• 2021 Form 63-20P: Premium Excise Return for Life Insurance Companies

  • 2021 Form 63-20P Instructions

• 2021 Form 63-23P: Premium Excise Return for Insurance Companies

  • 2021 Form 63-23P Instructions 

• 2021 Form 63-29A: Ocean Marine Profits Tax Return

  • 2021 Form 63-29A Instructions

• 2021 Form 121A: Urban Redevelopment Excise Return

  • 2021 Form 121A Instructions

2021 Additional Forms

• 2021 Form 63D-ELT: Entity-Level Tax

  • 2021 Form 63D-ELT Instructions

• 2021 Form M-2220: Underpayment of Massachusetts Estimated Tax by Corporations

• 2021 Schedule CMS: Credit Manager Schedule

  • 2021 Schedule CMS Instructions

• 2021 Schedule CRS: Credit Recapture

• 2021 Schedule DRE: Disclosure of Disregarded Entity

• 2021 Schedule FCI: Foreign Corporation Income of U.S. Shareholder

• 2021 Schedule S: S Corporation Distributive Income

• 2021 Schedule SK-1: Shareholder’s Massachusetts Information

• Form ABT: Application for Abatement

• Schedule TDS: Taxpayer Disclosure Statement

Prior year forms and instructions

2020	2018	2016	2014	2012
2019	2017	2015	2013	2011

 

Estimated tax payment vouchers

The following printable vouchers must be filed electronically through MassTaxConnect. These paper versions are for informational purposes only. See TIR 16-9 and TIR 21-9 for more information.

• Form 63 FI-ES, 2022 Financial Institution Corporate Estimated Tax Payment Instructions and Worksheet

• Form 63-29A-ES, 2022 Ocean Marine Estimated Tax Payment Instructions and Worksheet 

• Form 121A-ES, 2022 Urban Redevelopment Corporation Estimated Excise (E-file disclaimer) 

  • Form 121A-ES must be filed electronically through MassTaxConnect. See Technical Information Release 21-9 for more information.

Visit DOR Estimated Tax Payments for a complete listing.