Administered by the Massachusetts Department of Revenue (DOR), these forms are subject to change only by federal or state legislative action.
Updated: November 21, 2025
- This page, MA Prior Year Financial Institution and Insurance Company Tax Forms, is offered by
- Massachusetts Department of Revenue
MA Prior Year Financial Institution and Insurance Company Tax Forms
Table of Contents
2024
Open PDF file, 4.4 MB,
2024 Form 63-FI: Financial Institution Excise Return
(English, PDF 4.4 MB)
Open PDF file, 229.46 KB,
2024 Form 63-FI Instructions
(English, PDF 229.46 KB)
Open PDF file, 148 KB,
2024 Form 63-20P Instructions
(English, PDF 148 KB)
Open PDF file, 2.9 MB,
2024 Form 63-23P: Premium Excise Return for Insurance Companies
(English, PDF 2.9 MB)
Open PDF file, 159.26 KB,
2024 Form 63-23P Instructions
(English, PDF 159.26 KB)
Open PDF file, 4.21 MB,
2024 Form 63-29A: Ocean Marine Profits Tax Return
(English, PDF 4.21 MB)
Open PDF file, 185.41 KB,
2024 Form 63-29A Instructions
(English, PDF 185.41 KB)
2023
Open PDF file, 4.45 MB,
2023 Form 63-FI: Financial Institution Excise Return
(English, PDF 4.45 MB)
Open PDF file, 212.28 KB,
2023 Form 63-FI Instructions
(English, PDF 212.28 KB)
Open PDF file, 3.34 MB,
2023 Form 63-20P: Premium Excise Return for Life Insurance Companies
(English, PDF 3.34 MB)
Open PDF file, 139.74 KB,
2023 Form 63-20P Instructions
(English, PDF 139.74 KB)
Open PDF file, 2.94 MB,
2023 Form 63-23P: Premium Excise Return for Insurance Companies
(English, PDF 2.94 MB)
Open PDF file, 150.58 KB,
2023 Form 63-23P Instructions
(English, PDF 150.58 KB)
Open PDF file, 4.25 MB,
2023 Form 63-29A: Ocean Marine Profits Tax Return
(English, PDF 4.25 MB)
Open PDF file, 125.82 KB,
2023 Form 63-29A Instructions
(English, PDF 125.82 KB)
Open PDF file, 1.57 MB,
2023 Form 121A: Urban Redevelopment Excise Return
(English, PDF 1.57 MB)
Open PDF file, 68.78 KB,
2023 Form 121A Instructions
(English, PDF 68.78 KB)
Open PDF file, 2.11 MB,
2023 Form 63D-ELT: Entity Level Tax
(English, PDF 2.11 MB)
Open PDF file, 45.23 KB,
2023 Form 63D-ELT Instructions
(English, PDF 45.23 KB)
Open PDF file, 3.71 MB,
2023 Schedule CMS: Credit Manager Schedule
(English, PDF 3.71 MB)
Open PDF file, 51.27 KB,
2023 Schedule CMS Instructions
(English, PDF 51.27 KB)
Open PDF file, 698.03 KB,
2023 Schedule CRS: Credit Recapture Schedule
(English, PDF 698.03 KB)
Open PDF file, 26.77 KB,
2023 Schedule DRE: Disclosure of Disregarded Entity
(English, PDF 26.77 KB)
Open PDF file, 22.75 KB,
2023 Schedule DRE Instructions
(English, PDF 22.75 KB)
Open PDF file, 505.94 KB,
2023 Schedule FCI: Foreign Corporation Income of U.S. Shareholder
(English, PDF 505.94 KB)
Open PDF file, 1.13 MB,
2023 Schedule S: S Corporation Distributive Income
(English, PDF 1.13 MB)
Open PDF file, 971.59 KB,
2023 Schedule SK-1: Shareholder’s Massachusetts Information
(English, PDF 971.59 KB)
Open PDF file, 141.89 KB,
Form ABT: Application for Abatement
(English, PDF 141.89 KB)
Open PDF file, 23.85 KB,
Schedule TDS: Taxpayer Disclosure Statement
(English, PDF 23.85 KB)
2022
Open PDF file, 4.49 MB,
2022 Form 63-FI: Financial Institution Excise Return
(English, PDF 4.49 MB)
Open PDF file, 247.88 KB,
2022 Form 63-FI Instructions
(English, PDF 247.88 KB)
Open PDF file, 3.37 MB,
2022 Form 63-20P: Premium Excise Return for Life Insurance Companies
(English, PDF 3.37 MB)
Open PDF file, 171.34 KB,
2022 Form 63-20P Instructions
(English, PDF 171.34 KB)
Open PDF file, 2.96 MB,
2022 Form 63-23P Premium Excise Return for Insurance Companies
(English, PDF 2.96 MB)
Open PDF file, 182.05 KB,
2022 Form 63-23P Instructions
(English, PDF 182.05 KB)
Open PDF file, 4.29 MB,
2022 Form 63-29A Ocean Marine Profits Tax Return
(English, PDF 4.29 MB)
Open PDF file, 154.1 KB,
2022 Form 63-29A Instructions
(English, PDF 154.1 KB)
Open PDF file, 1.57 MB,
2022 Form 121A: Urban Redevelopment Excise Return
(English, PDF 1.57 MB)
Open PDF file, 76.68 KB,
2022 Form 121A Instructions
(English, PDF 76.68 KB)
Open PDF file, 2.07 MB,
2022 Form 63D-ELT: Entity Level Tax
(English, PDF 2.07 MB)
Open PDF file, 77.02 KB,
2022 Form 63D-ELT Instructions
(English, PDF 77.02 KB)
Open PDF file, 3.73 MB,
2022 Schedule CMS: Credit Manager Schedule
(English, PDF 3.73 MB)
Open PDF file, 55.42 KB,
2022 Schedule CMS Instructions
(English, PDF 55.42 KB)
Open PDF file, 693.1 KB,
2022 Schedule CRS: Credit Recapture Schedule
(English, PDF 693.1 KB)
Open PDF file, 30.67 KB,
2022 Schedule DRE: Disclosure of Disregarded Entity
(English, PDF 30.67 KB)
Open PDF file, 21.71 KB,
2022 Schedule DRE Instructions
(English, PDF 21.71 KB)
Open PDF file, 595.7 KB,
2022 Schedule FCI: Foreign Corporation Income of U.S. Shareholder
(English, PDF 595.7 KB)
Open PDF file, 1.01 MB,
2022 Schedule S: S Corporation Distributive Income
(English, PDF 1.01 MB)
Open PDF file, 899.49 KB,
2022 Schedule SK-1: Shareholder’s Massachusetts Information
(English, PDF 899.49 KB)
Open PDF file, 141.89 KB,
Form ABT: Application for Abatement
(English, PDF 141.89 KB)
Open PDF file, 23.85 KB,
Schedule TDS: Taxpayer Disclosure Statement
(English, PDF 23.85 KB)
2021
Open PDF file, 4.48 MB,
2021 Form 63 FI: Financial Institution Excise Return
(English, PDF 4.48 MB)
Open PDF file, 246.29 KB,
2021 Form 63-FI Instructions
(English, PDF 246.29 KB)
Open PDF file, 3.35 MB,
2021 Form 63-20P: Premium Excise Return for Life Insurance Companies
(English, PDF 3.35 MB)
Open PDF file, 174.1 KB,
2021 Form 63-20P Instructions
(English, PDF 174.1 KB)
Open PDF file, 2.95 MB,
2021 Form 63-23P: Premium Excise Return for Insurance Companies
(English, PDF 2.95 MB)
Open PDF file, 183.46 KB,
2021 Form 63-23P Instructions
(English, PDF 183.46 KB)
Open PDF file, 4.27 MB,
2021 Form 63-29A: Ocean Marine Profits Tax Return
(English, PDF 4.27 MB)
Open PDF file, 151.53 KB,
2021 Form 63-29A Instructions
(English, PDF 151.53 KB)
Open PDF file, 1.56 MB,
2021 Form 121A: Urban Redevelopment Excise Return
(English, PDF 1.56 MB)
Open PDF file, 78.12 KB,
2021 Form 121A Instructions
(English, PDF 78.12 KB)
2020
Open PDF file, 715.67 KB,
2020 Form 63-20P: Premium Excise Return for Life Insurance Companies
(English, PDF 715.67 KB)
Open PDF file, 708.19 KB,
2020 Form 63-23P: Premium Excise Return for Insurance Companies
(English, PDF 708.19 KB)
Open PDF file, 711.55 KB,
2020 Form 63-29A: Ocean Marine Profits Tax Return
(English, PDF 711.55 KB)
2019
Open PDF file, 75.8 KB,
2019 Form 63 FI: Financial Institution Excise Return
(English, PDF 75.8 KB)
Open PDF file, 209.32 KB,
2019 Form 63 FI Instructions
(English, PDF 209.32 KB)
Open PDF file, 68.52 KB,
2019 Form 63-20P: Premium Excise Return for Life Insurance Companies
(English, PDF 68.52 KB)
Open PDF file, 181.64 KB,
2019 Form 63-20P Instructions
(English, PDF 181.64 KB)
Open PDF file, 46.35 KB,
2019 Form 63-23P: Premium Excise Return for Insurance Companies
(English, PDF 46.35 KB)
Open PDF file, 187.03 KB,
2019 Form 63-23P Instructions
(English, PDF 187.03 KB)
Open PDF file, 64.56 KB,
2019 Form 63-29A: Ocean Marine Profits Tax Return
(English, PDF 64.56 KB)
Open PDF file, 139.9 KB,
2019 Form 63-29A Instructions
(English, PDF 139.9 KB)
Open PDF file, 38.35 KB,
2019 Form 121A: Urban Redevelopment Excise Return
(English, PDF 38.35 KB)
Open PDF file, 144.04 KB,
2019 Form 121A Instructions
(English, PDF 144.04 KB)
Open PDF file, 36.94 KB,
2019 Schedule DRE: Disclosure of Disregarded Entity
(English, PDF 36.94 KB)
Open PDF file, 25.35 KB,
2019 Schedule DRE Instructions
(English, PDF 25.35 KB)
Contact
Phone
Contact Center
(617) 887-6367
Toll-free in Massachusetts
(800) 392-6089
9 a.m.–4 p.m., Monday through Friday
Phone
Address
Massachusetts Department of Revenue
Problem Resolution Office P.O. Box 9552
Boston, MA 02114
Problem Resolution Office P.O. Box 9552
Boston, MA 02114
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