This page, DOR prior year Financial Institution and Insurance Company tax forms and instructions, is offered by

DOR prior year Financial Institution and Insurance Company tax forms and instructions

Page Updated: February 13, 2020.

Skip table of contents

Table of Contents

2011

2011 Form 63 FI - Financial Institution Excise Return (PDF 88.31 KB)
2011 Form 63 FI Instructions (PDF 81.24 KB)
2011 Form 63-20P - Premium Excise Return for Life Insurance Companies (PDF 77.14 KB)
2011 Form 63-20P Instructions (PDF 64.8 KB)
2011 Form 63-23P - Premium Excise Return for Insurance Companies (PDF 76.94 KB)
2011 Form 63-23P Instructions (PDF 50.47 KB)
2011 Form 63-29A - Ocean Marine Profits Tax Return (PDF 156.59 KB)
2011 Form 121A - Urban Redevelopment Excise Return (PDF 91.81 KB)
2011 Form 121A Instructions (PDF 86.63 KB)
2011 Form 355-7004 Misc. - Application for Extension of Time to File Financial Institution, Insurance or Miscellaneous (PDF 61.8 KB)
2011 Form P.S. 1 - Public Service Corporation Franchise Tax Return (PDF 73.63 KB)
2011 Form P.S.1 Instructions (PDF 50.39 KB)
2011 Schedule S - S Corporation Distributive Income (PDF 296.57 KB)
2011 Schedule SK-1 - Shareholder’s Massachusetts Information (PDF 180.55 KB)

2012

2012 Form 63 FI - Financial Institution Excise Return (PDF 76.77 KB)
2012 Form 63 FI Instructions (PDF 134.33 KB)
2012 Form 63-20P - Premium Excise Return for Life Insurance Companies (PDF 78.79 KB)
2012 Form 63-20P Instructions (PDF 118.5 KB)
2012 Form 63-23P - Premium Excise Return for Insurance Companies (PDF 78.83 KB)
2012 Form 63-23P Instructions (PDF 49.36 KB)
2012 Form 63-29A - Ocean Marine Profits Tax Return (PDF 163.12 KB)
2012 Form 121A - Urban Redevelopment Excise Return (PDF 152.53 KB)
2012 Form 121A Instructions (PDF 27.66 KB)
2012 Form 355-7004 Misc. - Application for Extension of Time to File Financial Institution, Insurance or Miscellaneous (PDF 65.35 KB)
2012 Form P.S. 1 - Public Service Corporation Franchise Tax Return (PDF 76.02 KB)
2012 Form P.S.1 Instructions (PDF 48.03 KB)
2012 Schedule S - S Corporation Distributive Income (PDF 1.94 MB)
2012 Schedule SK-1 - Shareholder’s Massachusetts Information (PDF 646.36 KB)

2013

2013 Form 63 FI - Financial Institution Excise Return (PDF 128.83 KB)
2013 Form 63 FI Instructions (PDF 208.91 KB)
2013 Form 63-20P - Premium Excise Return for Life Insurance Companies (PDF 171.92 KB)
2013 Form 63-20P Instructions (PDF 143.8 KB)
2013 Form 63-23P - Premium Excise Return for Insurance Companies (PDF 171.74 KB)
2013 Form 63-23P Instructions (PDF 90.82 KB)
2013 Form 63-29A - Ocean Marine Profits Tax Return (PDF 269.47 KB)
2013 Form 63-29A Instructions (PDF 350.29 KB)
2013 Form 121A - Urban Redevelopment Excise Return (PDF 76.31 KB)
2013 Form 121A Instructions (PDF 24.84 KB)
2013 Form 355-7004 Misc. - Application for Extension of Time to File Financial Institution, Insurance or Miscellaneous (PDF 74.18 KB)
2013 Form P.S. 1 - Public Service Corporation Franchise Tax Return (PDF 82.59 KB)
2013 Form P.S.1 Instructions (PDF 86.53 KB)

2014

2014 Form 63 FI - Financial Institution Excise Return (PDF 129.19 KB)
2014 Form 63 FI Instructions (PDF 223.86 KB)
2014 Form 63-20P - Premium Excise Return for Life Insurance Companies (PDF 89.78 KB)
2014 Form 63-20P Instructions (PDF 599.6 KB)
2014 Form 63-23P - Premium Excise Return for Insurance Companies (PDF 109.34 KB)
2014 Form 63-23P Instructions (PDF 167.48 KB)
2014 Form 63-29A - Ocean Marine Profits Tax Return (PDF 151.55 KB)
2014 Form 63-29A Instructions (PDF 514.78 KB)
2014 Form 121A - Urban Redevelopment Excise Return (PDF 82.55 KB)
2014 Form 121A Instructions (PDF 40.74 KB)
2014 Form 355-7004 Misc. - Application for Extension of Time to File Financial Institution, Insurance or Miscellaneous (PDF 81.58 KB)

2015

2015 Form 63 FI - Financial Institution Excise Return (PDF 86.16 KB)
2015 Form 63 FI Instructions (PDF 230.95 KB)
2015 Form 63-20P - Premium Excise Return for Life Insurance Companies (PDF 125.6 KB)
2015 Form 63-20P Instructions (PDF 131.86 KB)
2015 Form 63-23P - Premium Excise Return for Insurance Companies (PDF 111.57 KB)
2015 Form 63-23P Instructions (PDF 131.54 KB)
2015 Form 63-29A - Ocean Marine Profits Tax Return (PDF 135.81 KB)
2015 Form 63-29A Instructions (PDF 120.31 KB)
2015 Form 121A - Urban Redevelopment Excise Return (PDF 73.03 KB)
2015 Form 121A Instructions (PDF 149.17 KB)
2015 Form 355-7004 Misc. - Application for Extension of Time to File Financial Institution, Insurance or Miscellaneous (PDF 81.58 KB)

2016

2016 Form 63 FI - Financial Institution Excise Return (PDF 151.59 KB)
2016 Form 63 FI Instructions (PDF 243.88 KB)
2016 Form 63-20P - Premium Excise Return for Life Insurance Companies (PDF 125.89 KB)
2016 Form 63-20P Instructions (PDF 190.15 KB)
2016 Form 63-23P - Premium Excise Return for Insurance Companies (PDF 111.85 KB)
2016 Form 63-23P Instructions (PDF 205.08 KB)
2016 Form 63-29A - Ocean Marine Profits Tax Return (PDF 135.87 KB)
2016 Form 63-29A Instructions (PDF 171.47 KB)
2016 Form 121A - Urban Redevelopment Excise Return (PDF 84.06 KB)
2016 Form 121A Instructions (PDF 119.05 KB)

2017

2017 Form 63 FI: Financial Institution Excise Return (PDF 79.68 KB)
2017 Form 63 FI Instructions (PDF 157.93 KB)
2017 Form 63-20P: Premium Excise Return for Life Insurance Companies (PDF 75.74 KB)
2017 Form 63-20P Instructions (PDF 140.76 KB)
2017 Form 63-23P: Premium Excise Return for Insurance Companies (PDF 71.71 KB)
2017 Form 63-23P Instructions (PDF 149.46 KB)
2017 Form 63-29A: Ocean Marine Profits Tax Return (PDF 77.2 KB)
2017 Form 63-29A Instructions (PDF 133.78 KB)
2017 Form 121A: Urban Redevelopment Excise Return (PDF 65.58 KB)
2017 Form 121A Instructions (PDF 106.2 KB)

2018

2018 Form 63FI: Financial Institutions Excise Return (PDF 81.29 KB)

Revised January 30, 2019; change noted on file

2018 Form 63 FI Instructions (PDF 355.63 KB)

(Revised April 22, 2019)

2018 Form 63-20P: Premium Excise Return for Life Insurance Companies (PDF 78.41 KB)

2018 Form 63-20P Instructions (PDF 271.75 KB)

2018 Form 63-23P: Premium Excise Return for Insurance Companies (PDF 70.81 KB)

2018 Form 63-23P Instructions (PDF 285.59 KB)

2018 Form 63-29A: Ocean Marine Profits Tax Return (PDF 124.43 KB)

2018 Form 63-29A Instructions (PDF 185.27 KB)

2018 Form 121A: Urban Redevelopment Excise Return (PDF 73.66 KB)

2018 Form 121A Instructions (PDF 151.39 KB)

Contact

Phone

Tax Department (617) 887-6367
Toll-free in Massachusetts (800) 392-6089

9 a.m.–4 p.m., Monday through Friday

Online

Contact Us Your one-stop connection to DOR. 
MassTaxConnect Log in to file and pay taxes. 
Receive email updates Subscribe to receive updates from DOR. 

Phone

(617) 626-3410

Address

Massachusetts Department of Revenue
Office of Disability and Equal Opportunity, PO Box 9557
Boston, MA 02114
Directions 
Feedback