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2016 Massachusetts Fiduciary and Partnership Tax Forms and Instructions

DOR has released the 2016 fiduciary and partnership tax forms. These forms are subject to change only by federal or state legislative action.
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Fiduciary Forms

Open PDF file, 51.57 KB,  2016 Form 2-PV - Massachusetts Fiduciary Income Tax Payment Voucher (English, PDF 51.57 KB)
Open PDF file, 80.55 KB,  2016 Schedule 2K-1 - Beneficiary’s Massachusetts Information (English, PDF 80.55 KB)
Open PDF file, 43.64 KB,  2016 Schedule IDD - Income Distribution Deduction (English, PDF 43.64 KB)
Open PDF file, 44.15 KB,  2016 Schedule H - Expenses and Fiduciary Compensation (English, PDF 44.15 KB)
Open PDF file, 51.24 KB,  2016 Schedules E and F - Rental Income or Loss and Credit for Taxes Paid (English, PDF 51.24 KB)
Open PDF file, 52.17 KB,  2016 Schedule D - Capital Gains and Losses (English, PDF 52.17 KB)
Open PDF file, 63.9 KB,  2016 Schedule B - Interest, Dividends and Certain Capital Gains and Losses (English, PDF 63.9 KB)
Open PDF file, 341.4 KB,  2016 Schedule B/R - Beneficiary/Remainderman (English, PDF 341.4 KB)
Open PDF file, 598.65 KB,  2016 Form 2G - Grantor's/Owner's Share of a Grantor Type Trust (English, PDF 598.65 KB)
Open PDF file, 278.2 KB,  2016 Form 2 Instructions (English, PDF 278.2 KB)
Open PDF file, 1.13 MB,  2016 Form 2 - Fiduciary Income Tax Return (English, PDF 1.13 MB)
Open PDF file, 93.9 KB,  2016 Credit Manager Schedule (English, PDF 93.9 KB)
Open PDF file, 233.66 KB,  2016 Credit Recapture Schedule Example (English, PDF 233.66 KB)
Open PDF file, 44 KB,  2016 Credit Recapture Schedule (English, PDF 44 KB)
Open PDF file, 240.92 KB,  2016 Credit Manager Schedule Instructions (English, PDF 240.92 KB)

Partnership Forms

Open PDF file, 122.73 KB,  2016 Form 3M - Income Tax Return for Clubs and Other Organizations not Engaged in Business for Profit (English, PDF 122.73 KB)
Open PDF file, 1.13 MB,  2016 Schedule 3K-1 - Partner’s Massachusetts Information (English, PDF 1.13 MB)
Open PDF file, 254.6 KB,  2016 Form 3 Instructions (English, PDF 254.6 KB)
Open PDF file, 1.77 MB,  2016 Form 3 - Partnership Return of Income (English, PDF 1.77 MB)
Open PDF file, 93.9 KB,  2016 Credit Manager Schedule (English, PDF 93.9 KB)
Open PDF file, 233.66 KB,  2016 Credit Recapture Schedule Example (English, PDF 233.66 KB)
Open PDF file, 44 KB,  2016 Credit Recapture Schedule (English, PDF 44 KB)
Open PDF file, 240.92 KB,  2016 Credit Manager Schedule Instructions (English, PDF 240.92 KB)

Additional Forms

Open PDF file, 51.57 KB,  2016 Form 2-PV - Massachusetts Fiduciary Income Tax Payment Voucher (English, PDF 51.57 KB)
Open PDF file, 819.27 KB,  2016 Form EFO - Personal Income Tax Declaration of Paper Filing (English, PDF 819.27 KB)
Open PDF file, 90.09 KB,  2016 Form M-990T-62 - Exempt Trust and Unincorporated Association Income Tax Return (English, PDF 90.09 KB)
Open PDF file, 41.53 KB,  2016 Form M-2210 - Underpayment of Massachusetts Estimated Income Tax (English, PDF 41.53 KB)
Open PDF file, 40.81 KB,  2016 Form M-2210F - Underpayment of Massachusetts Estimated Income Tax for Fiduciaries (English, PDF 40.81 KB)
Open PDF file, 57.85 KB,  2016 Form M-4868 - Application for Automatic Six-Month Extension of Time to File Massachusetts Income Tax Return (English, PDF 57.85 KB)
Open PDF file, 46.25 KB,  2016 Form M-8379 - Nondebtor Spouse Claim and Allocation for Refund Due (English, PDF 46.25 KB)
Open PDF file, 78.49 KB,  2016 Form M-8453 - Individual Income Tax Declaration for Electronic Filing (English, PDF 78.49 KB)
Open PDF file, 69.04 KB,  2016 Form M-8453F - Fiduciary Tax Declaration for Electronic Filing (English, PDF 69.04 KB)
Open PDF file, 69.2 KB,  2016 Form M-8453P - Partnership Tax Declaration for Electronic Filing (English, PDF 69.2 KB)
Open PDF file, 67.53 KB,  2016 Form M-8736 - Application for Extension of Time to File Fiduciary or Partnership Return (English, PDF 67.53 KB)
Open PDF file, 69.47 KB,  2016 Form M-9325 - Electronic Filing Information Handout (English, PDF 69.47 KB)
Open PDF file, 73.64 KB,  2016 Schedule C-2 - Excess Deductions Against Trade or Business Income (English, PDF 73.64 KB)
Open PDF file, 59.13 KB,  2016 Schedule EC - Solar and Wind Energy Credit (English, PDF 59.13 KB)
Open PDF file, 80.44 KB,  2016 Schedule EOAC - Economic Opportunity Area Credit (English, PDF 80.44 KB)
Open PDF file, 46.09 KB,  2016 Schedule FAF - Farming and Fisheries Credit (English, PDF 46.09 KB)
Open PDF file, 85.48 KB,  2016 Schedule LP - Credit for Removing or Covering Lead Paint on Residential Premises (English, PDF 85.48 KB)
Open PDF file, 34.95 KB,  2016 Schedule OJC - Income Tax Due to Other Jurisdictions (English, PDF 34.95 KB)
Open PDF file, 46.94 KB,  2016 Schedule RFC - Refundable Film Credit Motion Picture Production Company (English, PDF 46.94 KB)
Open PDF file, 94.17 KB,  2016 Schedule SC - Septic Credit for Repairing or Replacing a Failed Cesspool or Septic System (English, PDF 94.17 KB)
Open PDF file, 165.36 KB,  2017 Form 1-ES, Estimated Income Tax Payment Vouchers (English, PDF 165.36 KB)
Open PDF file, 158.96 KB,  2017 Form 2-ES, Estimated Income Tax Payment Vouchers for Filers of Forms 2, 3M and M-990T-62 (English, PDF 158.96 KB)
Open PDF file, 30.73 KB,  Form COA: Taxpayer Change of Address for individuals (English, PDF 30.73 KB)
Open PDF file, 43.31 KB,  Form M-1310: Statement of Claimant to Refund Due a Deceased Taxpayer (English, PDF 43.31 KB)
Open PDF file, 49.43 KB,  Privacy Act Notice (English, PDF 49.43 KB)

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