E-file and Pay Your MA Personal Income Taxes

Posted: June 28, 2022

Overview

E-filing and paying online is fast, safe, accurate, and provides electronic confirmation. 

90% of taxpayers e-file their Massachusetts personal income tax return and receive their refund faster than if filed by paper. 

Listed on this page are options you may have to e-file your personal income tax return — including:

• Vendors affiliated with the Free File Alliance Program 
• MassTaxConnect
• Vendor approved self-prepared software.

Please note: DOR does not endorse or recommend any particular tax preparation software vendor.

Free e-file options (see if you qualify)

The following vendors have provided qualifying Massachusetts taxpayers with an offer to e-file for free through the Free File Alliance program.

It’s important that you use the link directly below each offer to connect you to the free software option.

1040NOW Free federal and MA tax preparation & e-file for all who live in MA with an Adjusted Gross Income (AGI) of $32,000 or less. This offer is limited to three (3) free tax returns per computer. Visit the 1040NOW Free File Alliance offer.	FreeTaxUSA IRS Free File program delivered by FreeTaxUSA Adjusted Gross Income (AGI) of $41,000 or less, or Active Duty Military with an AGI of $73,000 or less Visit the FreeTaxUSA Free File Alliance offer.
IRS Free File Program delivered by TaxAct Adjusted Gross Income of $65,000 or less, and Age 56 or younger, or Active Military with Adjusted Gross Income of $73,000 or less Visit TaxAct's Free File Alliance offer.	OLT Online Taxes Online Taxes at OLT.com would like to offer free federal and free state online tax preparation and e-filing if your Federal Adjusted Gross Income is between $16,000 and $73,000 regardless of age.  Activity Duty Military with adjusted gross income of $73,000 or less will also qualify. Visit OLT's Free File Alliance offer.
TaxSlayer Federal Qualifications At least one of the following must apply to you in order to qualify: Your Adjusted Gross Income (AGI) is $39,000 or less You are eligible for the Earned Income Tax Credit (EITC) You are an active duty member with an AGI of $73,000 or less. Visit TaxSlayer's Free File Alliance offer.

E-file and pay with MassTaxConnect

Fillable forms are no longer available. If you used fillable forms in the past, you may use MassTaxConnect to file for free.

Do you need help filing your return in MassTaxConnect?

The guidelines will walk you through the steps. There is also a video tutorial.

You can use this free option if you have:

• Been a Massachusetts resident for the entire tax year and
• Filed a Massachusetts return in the past completing schedules seen in the guidelines.

If you can’t e-file with MassTaxConnect, you may still be able to use:  

• Free e-file options (see if you qualify) 
• Approved self-prepared software

If:

• You are required to file a Massachusetts Nonresident or Part-Year Resident Income Tax Return (Form 1-NR/PY), or
• You have to complete a schedule not listed in the guidelines.

Payments

If you can’t make your personal income tax payment in full, pay as much as you can with your tax return. 

Tax payments can be made on MasstaxConnect with:

• Your credit card (for a fee) or
• ACH debit from checking or savings account.

If you are not registered for MassTaxConnect but need to make a payment:

• Go to MassTaxConnect
• Under "Quick Links" select “Make a Payment”
• Select “Individual Payment Type” and select "Next"
• Enter your SSN or ITIN and phone number (in case we need to contact you about this payment)
• Choose the type of tax payment you want to make and select "Next".
• Choose the amount you want to pay and your payment method and select "Next".  
• Review your payment and select "Submit".

Estimated tax payments

Individuals and businesses can make estimated tax payments electronically through MassTaxConnect. 

For more information visit DOR Estimated Tax Payments.

Approved self-prepared e-filing options (tax year 2021)

The following vendors were approved by DOR for individually prepared tax returns.

Please note: Some of these vendors offer free services (if you qualify) not affiliated with the Free File Alliance Program.

If you do not see a vendor listed, kindly contact them directly. 

1040.com	1040NOW	Cash App Taxes
Express1040.com	FileYourTaxes	FreeTaxUSA.com
OLT.com	ezTaxReturn.com, LLC	TaxAct
TaxHawk.com	TaxSlayer	TurboTax

What you need to e-file and pay

When preparing to e-file your tax return or make a payment, you will need some or all of the following:

E-file a return Copies of last year’s federal and state tax returns Personal information including: Legal name(s) Birth date(s) Social Security number(s). Records of your earnings (W-2 forms from each employer or 1099-MISC forms if you’re a contractor) Records of interest and dividends from banks (1099 forms: 1099-INT, 1099-DIV, etc.) Proof of health insurance (1099-HC, 1095-B, etc.) Records of tuition payments and student loan interest paid (1098-T) Record of received Social Security benefits (SSA-1099) Record of received pension or annuity (1099-R) Unemployment compensation statements (1099-G) Total child care expenses and child care provider information, including: Legal name(s) Employer ID Social Security number(s). Total rent paid, as well as landlord or rental agent’s name and address Receipts or canceled checks for items such as: Medical expenses Mortgage interest Charitable contributions if you’re itemizing deductions. Bank account and bank routing numbers if having a refund direct deposited.

Make a payment You can choose from several different payment options: Electronic Funds Transfer (ACH Debit)  Credit card Check or Money order. You will need the following: Your legal name Your Social Security number (SSN) or Individual Taxpayer Identification number (ITIN) Your payment voucher if you are making a bill payment.

If you have to file and/or pay on paper, visit the Current tax filing season overview page.

Contact

Tax Department: Contact Center hours are 9 a.m. – 4 p.m., Monday through Friday. 

• [phone] or 
• [phone] (toll-free in Massachusetts)

You may also connect with DOR with MassTaxConnect, by email or in person.

For more ways to communicate, visit Contact DOR.