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2020 Fiduciary and Partnership tax forms and instructions

DOR has released its 2020 Fiduciary and Partnership tax forms. The forms are subject to change only by federal or state legislative action.

Updated: March 4, 2021

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Table of Contents

Fiduciary Forms

2020 Form 2: Fiduciary Income Tax Return (PDF 142.17 KB)

2020 Form 2 Instructions (PDF 1.42 MB)

Updated: April 2, 2021

2020 Form 2G: Grantor/Owner’s Share of a Grantor-Type Trust (PDF 79.96 KB)

2020 Schedule 2K-1: Beneficiary’s Massachusetts Information (PDF 2 MB)

2020 Schedule B/R: Beneficiary/Remainderman (PDF 67.07 KB)

2020 Schedule B: Interest, Dividends and Certain Capital Gains and Losses (PDF 54.82 KB)

2020 Schedule D: Capital Gains and Losses (PDF 44.85 KB)

2020 Schedule E: Rental Income or Loss (PDF 42.21 KB)

2020 Schedule H: Expenses and Fiduciary Compensation (PDF 38.29 KB)

2020 Schedule IDD: Income Distribution Deduction (PDF 32.99 KB)

Partnership Forms

2020 Form 3: Partnership Return of Income (PDF 264.6 KB)

2020 Form 3 Instructions (PDF 143.19 KB)

As of March 24, 2021: Line item reference was updated on Page 12, Line 38.

2020 Schedule 3K-1: Partner’s Massachusetts Information (PDF 138.43 KB)

2020 Schedule FCI: Foreign Corporation Income of U.S. Shareholder (PDF 611.47 KB)

Additional Forms and Schedules

2020 Form 2-PV: Massachusetts Fiduciary Income Tax Payment Voucher (PDF 468.44 KB)

2020 Form M-2210F: Underpayment of Massachusetts Estimated Income Tax for Fiduciaries (PDF 1.65 MB)

2020 Form M-4868: Massachusetts Income Tax Extension Payment Worksheet and Voucher (PDF 39.53 KB)

2020 Form M-8453CR: Nonresident Composite Return Tax Declaration for Electronic Filing (PDF 62.24 KB)

2020 Form M-8453F: Fiduciary Tax Declaration for Electronic Filing (PDF 61.98 KB)

2020 Form M-8453P: Partnership Tax Declaration for Electronic Filing (PDF 62.14 KB)

2020 Form M-8736: Fiduciary Extension Payment Worksheet and Voucher (PDF 39.21 KB)

2020 Form M-990T-62: Exempt Trust and Unincorporated Association Income Tax Return (PDF 1.74 MB)

Updated as of May 12, 2021. Changes highlighted on file.

2020 Form PV: Massachusetts Income Tax Payment (PDF 478.29 KB)

2020 Schedule CMS: Credit Manager Schedule (PDF 3.73 MB)

2020 Schedule CMS Instructions (PDF 613.16 KB)

2020 Schedule CRS: Credit Recapture Schedule (PDF 37.22 KB)

2020 Schedule DRE: Disclosure of Disregarded Entity (PDF 36.77 KB)

2020 Schedule DRE Instructions (PDF 1.14 MB)

2020 Schedule EDIP: Refundable Economic Development Incentive Program Credit (PDF 36.63 KB)

2020 Schedule EOAC: Economic Opportunity Area Credit (PDF 798.27 KB)

2020 Schedule FCI: Foreign Corporation Income of U.S. Shareholder (PDF 611.47 KB)

Form ABT: Application for Abatement (PDF 638.92 KB)

Schedule TDS: Taxpayer Disclosure Statement (PDF 17.41 KB)

Estimated Tax Payment Vouchers

2021 Form 1-ES: Estimated Income Tax Payment Voucher, Instructions and Worksheets (PDF 153.14 KB)

2021 Form 2-ES: Estimated Tax Payment Vouchers, Instructions and Worksheets for Filers of Forms 2 or 2G (PDF 607.43 KB)

2021 Form UBI-ES: Instructions for Non-Profit Entities Corporation 2020 Massachusetts Department of Revenue Estimated Tax Payment Vouchers (PDF 540.72 KB)

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