MA Financial Institution and Insurance Company Tax Forms and Instructions

DOR has released its 2024 Financial Institution and Insurance Company tax forms. Here you will also find prior-year forms and estimated tax payment vouchers.

Updated: January 21, 2025

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].

2024 Financial Institution & Insurance Company Forms

• 2024 Form 63-FI: Financial Institution Excise Return (PDF) and Instructions (PDF)
• 2024 Form 63-20P: Premium Excise Return for Life Insurance Companies (PDF) and Instructions (PDF)
• 2024 Form 63-23P: Premium Excise Return for Insurance Companies (PDF) and Instructions (PDF)
• 2024 Form 63-29A: Ocean Marine Profits Tax Return (PDF) and Instructions (PDF)
• 2024 Form 121A: Urban Redevelopment Excise Return (PDF) and Instructions (PDF)

2024 Additional Forms

• 2024 Form 63D-ELT: Entity-Level Tax (PDF) and Instructions (PDF)
• 2024 Form M-2220: Underpayment of Massachusetts Estimated Tax by Corporations (PDF)
• Form M-8453ELT: 63D Entity Level Tax Declaration for Electronic Filing (PDF)
• 2024 Schedule CMS: Credit Manager Schedule (PDF) and Instructions (PDF)
• 2024 Schedule CRS: Credit Recapture Schedule (PDF)
• 2024 Schedule DRE: Disclosure of Disregarded Entity (PDF) 
• 2024 Schedule FCI: Foreign Corporation Income of U.S. Shareholder (PDF)
• 2024 Schedule S: S Corporation Distributive Income (PDF)
• 2024 Schedule SK-1: Shareholder’s Massachusetts Information (PDF)
• Form ABT: Application for Abatement (PDF)
• Schedule TDS: Taxpayer Disclosure Statement (PDF)

Prior Year Forms & Instructions

Prior financial institution and insurance company forms and instructions are listed below for tax years 2023 - 2011.

2023 - 2019	2018 - 2015	2014 - 2011
2023	2018	2014
2022	2017	2013
2021	2016	2012
2020	2015	2011
2019	N/A	N/A

Estimated Tax Payment Vouchers

The following estimated tax vouchers must be filed electronically through MassTaxConnect. Go to TIR 16-9 and TIR 21-9 for more information.

• Form 63 FI-ES, Printable Financial Institution Corporate Estimated Tax Payment Instructions and Worksheet
• Form 63-29A-ES, Printable Ocean Marine Estimated Tax Payment Instructions and Worksheet
• Form 121A-ES, Urban Redevelopment Corporation Estimated Excise 

For more voucher information, including instructions, go to DOR Estimated Tax Payments.