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

Page updated: October 10, 2020.

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].

DRAFT 2020 forms

• DRAFT 2020 Form 63 FI: Financial Institution Excise Return 
• DRAFT 2020 Form 63-20P: Premium Excise Return for Life Insurance Companies 
• DRAFT 2020 Form 63-23P: Premium Excise Return for Insurance Companies 
• DRAFT 2020 Form 63-29A: Ocean Marine Profits Tax Return 
• DRAFT 2020 Form 121A: Urban Redevelopment Excise Return

2019 forms and instructions

• 2019 Form 63 FI: Financial Institution Excise Return and Instructions
• 2019 Form 63-20P: Premium Excise Return for Life Insurance Companies and Instructions
• 2019 Form 63-23P: Premium Excise Return for Insurance Companies and Instructions
• 2019 Form 63-29A: Ocean Marine Profits Tax Return and Instructions
• 2019 Form 121A: Urban Redevelopment Excise Return and Instructions
• 2019 Schedule DRE: Disclosure of Disregarded Entity and Instructions

Prior year forms and instructions

2018	2016	2014	2012
2017	2015	2013	2011

Estimated tax payment vouchers

• Form 63FI-ES, 2020 Financial Institution Corporate Estimated Tax Payment Vouchers, Instructions and Worksheets
   
• Form 63-29A-ES, 2020 Ocean Marine Estimated Tax Payment Voucher (For informational purposes only. See Technical Information Release 16-9.)
   
• Form 121A-ES, 2020 Urban Redevelopment Corporation Estimated Excise Payment Voucher (For informational purposes only. See Technical Information Release 16-9.)

Visit DOR Estimated Tax Payment Vouchers for a complete listing.