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

DOR has released its 2022 Financial Institution and Insurance Company tax forms. Here you will also find prior-year forms and estimated tax payment vouchers.

Updated: February 17, 2023

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

2022 Financial Institution and Insurance Company Forms

2022 Additional Forms

Prior year forms and instructions


Estimated tax payment vouchers

The following vouchers must be filed electronically through MassTaxConnect. See TIR 16-9 and TIR 21-9 for more information.

  • Form 63 FI-ES, 2023 Financial Institution Corporate Estimated Tax Payment Instructions and Worksheet

  • Form 63-29A-ES, 2023 Ocean Marine Estimated Tax Payment Instructions and Worksheet 

  • Form 121A-ES, 2023 Urban Redevelopment Corporation Estimated Excise (E-file disclaimer)

Go to DOR Estimated Tax Payments for a complete listing.



Tax Department (617) 887-6367
Toll-free in Massachusetts (800) 392-6089

9 a.m.–4 p.m., Monday through Friday


Massachusetts Department of Revenue
Problem Resolution Office P.O. Box 9552
Boston, MA 02114

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