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Using MassTaxConnect to file and pay estate taxes

Answers to frequently asked questions about filing estate tax returns on MassTaxConnect, including how to apply for a release of lien.

Table of Contents

How do I register for a new estate tax account?

  • From the MassTaxConnect homepage, select Register a new taxpayer.
  • Select the Register an estate hyperlink.
  • Follow the prompts to complete the registration.

How do I submit an estate tax return?

  • Log in to MassTaxConnect
  • From the Accounts tab, select the Estate Tax hyperlink.
  • Select the Period hyperlink for the required filing period.
  • Select the File or amend a return hyperlink in the I Want To section.

How do I submit an estate tax payment?

MassTaxConnect makes it easy, convenient, and secure for you to make payments. MassTaxConnect gives you the option to pay by EFT debit. You may pay with your:

  • Visa, MasterCard or Discover credit card or
  • Visa or MasterCard debit card.

There is a convenience fee of 2.35% of your payment amount charged by the third party that provides this service.

Below are some examples of where you can find payment options.

To pay by period:

  • From the Accounts tab, select the Account hyperlink for the desired tax account.
  • From the Periods tab, select the Period hyperlink.
  • Select the Make a payment hyperlink in the I Want To section.


To file and pay on a return:

  • Completely fill out a return for your account type.
  • Before you submit the return, you will be asked if you would like to make a payment.
  • Select one of the two payment options.

To make a bill payment:

  • Log in to MassTaxConnect.
  • In the I Want To section, select Make a bill payment hyperlink.


Bill payments can also be made without logging in:

  • From the MassTaxConnect homepage, under Quick Links, select the Make a Payment hyperlink.
  • Select the Business hyperlink.

If you are a third party designee, you will first need to select the individual or business from the Individuals and Businesses tab.

What do I need to know about filing for an extension?

An extension of time to file will be granted automatically for a period of 6 months. A request for an extension of time to pay:

  • Is not automatic and
  • Must be submitted for review.

Additional requests for time to file and/or pay may be granted for an additional 6-month period. Such requests must be received on or before the expiration of the extended due date. An extension of time to pay may be granted for up to three years from the original due date of the return.

Filers are given an automatic extension of time to file the estate tax return if certain payment requirements are met.

Filers must have paid at least 80% of the tax finally determined to be due within nine months after the date of death of the descendant.

Failure to pay 80% of the tax due by the due date will:

  • Void any extension and
  • The return will be subject to a penalty for late filing back to the original due date of the return.

The estate tax return must be filed on or before the expiration of the extension period granted.

For more information, please see TIR 16-10: Simplified Extension Process for Individuals, Fiduciaries, Partnerships, and Estates.

How do I apply for an extension to File and/or Pay?

To apply for an extension to file and/or pay, you must be registered on MassTaxConnect. 

  • Log in to MassTaxConnect.
  • Select the Estate Tax hyperlink from the Accounts tab.
  • Select the Apply for an extension hyperlink in the I Want To section.
    • Please note that the estate must owe a tax to file on MassTaxConnect.
  • Enter the required information.
  • Select the check box to indicate the extension type being requested
  • Select the Next button.
  • You will then be given the option to make a payment.
  • Select Submit to complete the request.

You will then be given the option to make a payment and submit the request.

You may also mail a completed Form M-4768 and payment to DOR at: 

Massachusetts Department of Revenue
PO Box 7023
Boston, MA 02204

Additional Resources

How do I apply for a Release of Lien?

To apply for an extension to file and/or pay, you must be registered on MassTaxConnect. 

  • Log in to MassTaxConnect.
  • Select the Estate Tax hyperlink from the Accounts tab.
  • Select the Apply for a release of lien hyperlink in the I Want To section.
  • Enter in the required information.
    • Please note that there are required documents needed to complete this request.
  • After attaching required documents, select the Next button.
  • You will then be given the option to make a payment.
  • Select Submit to complete the request.

 

Page updated: July 20, 2020

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