offered by

Massachusetts Department of Revenue

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

DOR has released its 2019 Financial Institution and Insurance Company final draft tax forms. Here you will also find prior-year forms and estimated tax payment vouchers.

Skip table of contents

Table of Contents

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 dorforms@dor.state.ma.us.

Upon request, forms are available in other formats. Please send your request to:

Massachusetts Department of Revenue
Office of Disability and Equal Opportunity
PO Box 9557
Boston, MA 02114-9557

You can also contact the Office of Disability and Equal Opportunity at (617) 626-3410.

2019 FINAL DRAFT forms and instructions

2018 forms and instructions

2018 Form 63FI: Financial Institutions Excise Return and Instructions
(Revised January 30, 2019; change noted on file) (Revised April 22, 2019)
2018 Form 63-20P: Premium Excise Return for Life Insurance Companies and Instructions
2018 Form 63-23P: Premium Excise Return for Insurance Companies and Instructions
2018 Form 63-29A: Ocean Marine Profits Tax Return and Instructions
2018 Form 121A: Urban Redevelopment Excise Return and Instructions

Prior year forms and instructions

2017	2016	2015	2014
2013	2012	2011

New — 2019 estimated tax payment vouchers

2019 Form 63 FI-ES: Massachusetts Financial Institution Corporation Estimated Payment Voucher, Instructions and Worksheet

Visit DOR Estimated Tax Payment Vouchers for a complete listing.

Contact

(617) 887-6367
- (800) 392-6089 (toll-free in Massachusetts)

Visit DOR Contact US for all other ways to communicate with us.