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Massachusetts Department of Revenue

2016 Massachusetts Personal Income Tax Forms and Instructions

DOR has released its 2016 personal income tax forms. These forms are subject to change only by federal or state legislative action.
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Table of Contents

Form 1: Massachusetts Resident Income Tax Return

2016 Form 1 - Massachusetts Resident Income Tax Return (PDF 2.03 MB)
2016 Form 1 Instructions (PDF 643.31 KB)
2016 Schedule HC: Health Care Information (PDF 981.1 KB)
2016 Schedule HC Instructions (PDF 646.5 KB)
2016 Schedule HC-CS: Health Care Information Continuation Sheet (PDF 120.65 KB)
2016 Schedule X/Y - Other Income and Deductions (PDF 294.92 KB)
2016 Schedule DI - Dependent Information (PDF 324 KB)
2016 Schedule D-IS - Long-Term Capital Gains and Losses Excluding Collectibles (PDF 1.17 MB)
2016 Schedule B - Interest, Dividends and Certain Capital Gains and Losses (PDF 408.48 KB)
2016 Schedule D - Long-Term Capital Gains and Losses Excluding Collectibles (PDF 262.33 KB)
2016 Schedule C - Massachusetts Profit or Loss from Business (PDF 690.35 KB)
2016 Schedule CB - Circuit Breaker Credit (PDF 304.01 KB)
2016 Schedule E Reconciliation - Total Supplemental Income and (Loss) (PDF 67.76 KB)
2016 Schedule E Instructions (PDF 81.65 KB)
2016 Schedule E-1 - Rental Real Estate and Royalty Income and (Loss) (PDF 52.4 KB)
2016 Schedule E-2 - Partnership and S Corporation Income and (Loss) (PDF 51.65 KB)
2016 Schedule E-3 - Estate, Trust, REMIC and Farm Income and (Loss) (PDF 53 KB)
2016 Form PV - Payment Voucher (PDF 53.72 KB)
2016 Credit Manager Schedule (PDF 93.9 KB)
2016 Credit Recapture Schedule Example (PDF 233.66 KB)
2016 Credit Recapture Schedule (PDF 44 KB)
2016 Credit Manager Schedule Instructions (PDF 240.92 KB)

Form 1-NR/PY: Massachusetts Nonresident or Part-Year Resident Income Tax Return

2016 Form 1-NR/PY - Massachusetts Nonresident/Part-Year Tax Return (PDF 2.11 MB)
2016 Form 1-NR/PY Instructions (PDF 631.83 KB)
2016 Schedule HC: Health Care Information (PDF 981.1 KB)
2016 Schedule HC Instructions (PDF 646.5 KB)
2016 Schedule HC-CS: Health Care Information Continuation Sheet (PDF 120.65 KB)
2016 Schedule X/Y - Other Income and Deductions (PDF 294.92 KB)
2016 Schedule DI - Dependent Information (PDF 324 KB)
2016 Schedule D-IS - Long-Term Capital Gains and Losses Excluding Collectibles (PDF 1.17 MB)
2016 Schedule B - Interest, Dividends and Certain Capital Gains and Losses (PDF 408.48 KB)
2016 Schedule D - Long-Term Capital Gains and Losses Excluding Collectibles (PDF 262.33 KB)
2016 Schedule C - Massachusetts Profit or Loss from Business (PDF 690.35 KB)
2016 Schedule CB - Circuit Breaker Credit (PDF 304.01 KB)
2016 Schedule E Reconciliation - Total Supplemental Income and (Loss) (PDF 67.76 KB)
2016 Schedule E Instructions (PDF 81.65 KB)
2016 Schedule E-1 - Rental Real Estate and Royalty Income and (Loss) (PDF 52.4 KB)
2016 Schedule E-2 - Partnership and S Corporation Income and (Loss) (PDF 51.65 KB)
2016 Schedule E-3 - Estate, Trust, REMIC and Farm Income and (Loss) (PDF 53 KB)
2016 Schedule NTS-L-NR/PY - No Tax Status and Limited Income Credit (PDF 645.59 KB)
2016 Schedule R/NR - Resident/Nonresident Worksheet (PDF 59.69 KB)
2016 Form PV - Payment Voucher (PDF 53.72 KB)
2016 Credit Manager Schedule (PDF 93.9 KB)
2016 Credit Manager Schedule Instructions (PDF 240.92 KB)
2016 Credit Recapture Schedule (PDF 44 KB)
2016 Credit Recapture Schedule Example (PDF 233.66 KB)

Massachusetts Income Tax Additional Forms

Privacy Act Notice (PDF 49.43 KB)
Form COA: Taxpayer Change of Address for individuals (PDF 52.63 KB)
Form 84: Application for Relief from Joint Income Tax Liability (PDF 43.87 KB)
2017 Form 1-ES, Estimated Income Tax Payment Vouchers (PDF 165.36 KB)
2017 Form 2-ES, Estimated Income Tax Payment Vouchers for Filers of Forms 2, 3M and M-990T-62 (PDF 158.96 KB)
Form M-1310: Statement of Claimant to Refund Due a Deceased Taxpayer (PDF 53.39 KB)
2016 Form M-2210 - Underpayment of Massachusetts Estimated Income Tax (PDF 41.53 KB)
2016 Form M-2210F - Underpayment of Massachusetts Estimated Income Tax for Fiduciaries (PDF 40.81 KB)
2016 Form M-8379 - Nondebtor Spouse Claim and Allocation for Refund Due (PDF 46.25 KB)
2016 Form M-4868 - Application for Automatic Six-Month Extension of Time to File Massachusetts Income Tax Return (PDF 57.85 KB)
2016 Form M-8453 - Individual Income Tax Declaration for Electronic Filing (PDF 78.49 KB)
2016 Form M-8453F - Fiduciary Tax Declaration for Electronic Filing (PDF 69.04 KB)
2016 Form M-8453P - Partnership Tax Declaration for Electronic Filing (PDF 69.2 KB)
2016 Form M-8736 - Application for Extension of Time to File Fiduciary or Partnership Return (PDF 67.53 KB)
2016 Form M-9325 - Electronic Filing Information Handout (PDF 69.47 KB)
2016 Form M-990T-62 - Exempt Trust and Unincorporated Association Income Tax Return (PDF 90.09 KB)
2016 Form PV - Payment Voucher (PDF 53.72 KB)
2016 Form 2-PV - Massachusetts Fiduciary Income Tax Payment Voucher (PDF 51.57 KB)
2016 Schedule C-2 - Excess Deductions Against Trade or Business Income (PDF 73.64 KB)
2016 Schedule D-IS - Long-Term Capital Gains and Losses Excluding Collectibles (PDF 1.17 MB)
2016 Schedule EC - Solar and Wind Energy Credit (PDF 59.13 KB)
2016 Schedule EOAC - Economic Opportunity Area Credit (PDF 80.44 KB)
2016 Form EFO - Personal Income Tax Declaration of Paper Filing (PDF 819.27 KB)
2016 Schedule LP - Credit for Removing or Covering Lead Paint on Residential Premises (PDF 85.48 KB)
2016 Schedule SC - Septic Credit for Repairing or Replacing a Failed Cesspool or Septic System (PDF 94.17 KB)
2016 Schedule FAF - Farming and Fisheries Credit (PDF 46.09 KB)
2016 Schedule RFC - Refundable Film Credit Motion Picture Production Company (PDF 46.94 KB)
2016 Schedule OJC - Income Tax Due to Other Jurisdictions (PDF 34.95 KB)
2016 Credit Manager Schedule (PDF 93.9 KB)
2016 Credit Recapture Schedule Example (PDF 233.66 KB)
2016 Credit Recapture Schedule (PDF 44 KB)
2016 Credit Manager Schedule Instructions (PDF 240.92 KB)
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