offered by

Massachusetts Department of Revenue

2018 Massachusetts Personal Income tax forms and instructions

These forms, from the Department of Revenue, 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

2018 Form 1: Massachusetts Resident Income Tax Return (PDF 263.87 KB)

2018 Form 1 Instructions (PDF 465.86 KB)

2018 Schedule HC: Health Care Information (PDF 100.6 KB)

2018 Schedule HC Instructions (PDF 140.55 KB)

Revised January 28, 2019; changes noted on file

2018 Schedule HC-CS: Health Care Information Continuation Sheet (PDF 109.13 KB)

2018 Schedule X/Y: Other Income and Deductions (PDF 299.31 KB)

2018 Schedule DI: Dependent Information (PDF 324.58 KB)

2018 Schedule B: Interest, Dividends and Capital Gains and Losses (PDF 394.88 KB)

2018 Schedule D: Long-Term Capital Gains and Losses Excluding Collectibles (PDF 250.68 KB)

2018 Schedule C: Massachusetts Profit or Loss from Business (PDF 732.88 KB)

2018 Schedule CB: Circuit Breaker Credit (PDF 278.94 KB)

Revised January 28, 2019

2018 Schedule E Reconciliation: Total Supplemental Income and (Loss) (PDF 107.03 KB)

2018 Schedule E-1: Rental Real Estate and Royalty Income and (Loss) (PDF 55.14 KB)

2018 Schedule E-2: Partnership and S Corporation Income and (Loss) (PDF 54.56 KB)

2018 Schedule E-3: Estate, Trust, REMIC and Farm Income and (Loss) (PDF 55.48 KB)

2018 Schedule CMS: Credit Manager Schedule and Instructions (PDF 123.98 KB)

2018 Schedule CRS: Credit Recapture Schedule (PDF 46.95 KB)

Form 1-NR/PY: Massachusetts Nonresident Income Tax Return

2018 Form 1-NR/PY: Massachusetts Nonresident/Part-Year Tax Return (PDF 209.72 KB)

2018 Form 1-NR/PY Instructions (PDF 539.04 KB)

Revised January 28, 2019; changes highlighted on file

2018 Schedule HC: Health Care Information (PDF 100.6 KB)

2018 Schedule HC-CS: Health Care Information Continuation Sheet (PDF 109.13 KB)

2018 Schedule X/Y: Other Income and Deductions (PDF 299.31 KB)

2018 Schedule DI: Dependent Information (PDF 324.58 KB)

2018 Schedule B: Interest, Dividends and Capital Gains and Losses (PDF 394.88 KB)

2018 Schedule D: Long-Term Capital Gains and Losses Excluding Collectibles (PDF 250.68 KB)

2018 Schedule C: Massachusetts Profit or Loss from Business (PDF 732.88 KB)

2018 Schedule CB: Circuit Breaker Credit (PDF 278.94 KB)

Revised January 28, 2019

2018 Schedule E Reconciliation: Total Supplemental Income and (Loss) (PDF 107.03 KB)

2018 Schedule E-1: Rental Real Estate and Royalty Income and (Loss) (PDF 55.14 KB)

2018 Schedule E-2: Partnership and S Corporation Income and (Loss) (PDF 54.56 KB)

2018 Schedule E-3: Estate, Trust, REMIC and Farm Income and (Loss) (PDF 55.48 KB)

2018 Schedule NTS-L-NR/PY: No Tax Status and Limited Income Credit (PDF 202.88 KB)

2018 Schedule R/NR: Resident/Nonresident Worksheet (PDF 77.66 KB)

2018 Schedule CMS: Credit Manager Schedule and Instructions (PDF 123.98 KB)

2018 Schedule CRS: Credit Recapture Schedule (PDF 46.95 KB)

Additional Income Tax Forms and Schedules

2018 Form 2-PV: Massachusetts Fiduciary Income Tax Payment Voucher (PDF 472.72 KB)

2018 Form 3M: Income Tax Return for Clubs and Other Organizations not Engaged in Business for Profit (PDF 117.24 KB)

2018 Form EFO: Personal Income Tax Declaration of Paper Filing (PDF 70.51 KB)

2018 Form M-990T-62: Exempt Trust and Unincorporated Association Income Tax Return (PDF 63.88 KB)

2018 Form M-2210: Underpayment of Massachusetts Estimated Income Tax (PDF 102.8 KB)

2018 Form M-2210F: Underpayment of Massachusetts Estimated Income Tax for Fiduciaries (PDF 96.32 KB)

2018 Form M-4868: Massachusetts Income Tax Extension Payment Worksheet and Voucher (PDF 60.84 KB)

2018 Form M-8379: Nondebtor Spouse Claim and Allocation for Refund Due (PDF 49.01 KB)

2018 Form M-8453 CR: Nonresident Composite Return Tax Declaration for Electronic Filing (PDF 68.13 KB)

2018 Form M-8453: Individual Income Tax Declaration for Electronic Filing (PDF 69.01 KB)

2018 Form M-8453F: Fiduciary Tax Declaration for Electronic Filing (PDF 67.9 KB)

2018 Form M-8453P: Partnership Tax Declaration for Electronic Filing (PDF 67.92 KB)

2018 Form M-8736: Fiduciary Extension Payment Worksheet and Voucher (PDF 75.8 KB)

2018 Form PV: Massachusetts Income Tax Payment Voucher (PDF 482.51 KB)

2018 Schedule C-2: Excess Deductions Against Trade or Business Income (PDF 40.7 KB)

2018 Schedule CMS: Credit Manager Schedule and Instructions (PDF 123.98 KB)

2018 Schedule CRS: Credit Recapture Schedule (PDF 46.95 KB)

2018 Schedule DI-S: Long-Term Capital Gains and Losses Excluding Collectibles (PDF 996.2 KB)

2018 Schedule EC: Solar and Wind Energy Credit (PDF 58.2 KB)

2018 Schedule EDIP: Refundable Economic Development Incentive Program Credit (PDF 50 KB)

Revised February 11, 2019; change noted on file

2018 Schedule EOAC: Economic Opportunity Area Credit (PDF 79.82 KB)

2018 Schedule FAF: Farming and Fisheries Credit (PDF 64.86 KB)

2018 Schedule FCI and Instructions: Foreign Corporation Income of U.S. Shareholder (PDF 193.93 KB)

2018 Schedule LP: Credit for Removing or Covering Lead Paint on Residential Premises (PDF 57.42 KB)

Revised January 11, 2019; change noted on file

2018 Schedule OJC: Income Tax Due to Other Jurisdictions (PDF 39.34 KB)

2018 Schedule RFC: Refundable Film Credit Motion Picture Production Company (PDF 54.34 KB)

2018 Schedule SC: Septic Credit for Repairing or Replacing a Failed Cesspool or Septic System (PDF 93.18 KB)

2018 Schedule TDS: Taxpayer Disclosure Statement (PDF 31.01 KB)

Revised January 25, 2019

Form M-1310: Statement of Claimant to Refund Due a Deceased Taxpayer (PDF 82.08 KB)

Estimated Tax Payment Vouchers

2018 Form 1-ES: Estimated Income Tax Payment Voucher, Instructions and Worksheets (PDF 579.81 KB)

2019 Form 1-ES: Estimated Income Tax Payment Voucher, Instructions and Worksheets (PDF 596.92 KB)

2018 Form 2-ES: Estimated Income Tax Payment Voucher, Instructions and Worksheets for Filers of Forms 2 and 2G (PDF 600.15 KB)

2019 Form 2-ES: Estimated Income Tax Payment Voucher, Instructions and Worksheets for Filers of Forms 2 and 2G (PDF 599.94 KB)

2018 Form UBI-ES: Estimated Tax Payment Vouchers for filers of Forms 3M, M-990T and M-990T-62 (PDF 987.52 KB)

2019 Form UBI-ES: Estimated Tax Payment Vouchers for filers of Forms 3M, M-990T and M-990T-62 (PDF 482.65 KB)