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Financial Institution and Insurance Company Tax Forms

Massachusetts DOR current and prior year financial institution and insurance company tax forms.

These 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.

Send requests for older prior year forms to prohelp@dor.state.ma.us. 

If you have any suggestions or comments on how to improve these forms, contact the Forms Manager at dorforms@dor.state.ma.us.

Updated: October 26, 2026

2026 Financial Inst. & Insurance Co.

2026 Additional Forms & Schedules

2025 Financial Inst. & Insurance Co.

2025 Additional Forms & Schedules

2024 Financial Inst. & Insurance Co.

2024 Additional Forms & Schedules

2023 Financial Inst. & Insurance Co.

2023 Additional Forms & Schedules

Contact

Address

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

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