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

Page Updated: October 23, 2020.

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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)

2019

2019 Form 63 FI: Financial Institution Excise Return (PDF 75.8 KB)
2019 Form 63 FI Instructions (PDF 209.32 KB)
2019 Form 63-20P: Premium Excise Return for Life Insurance Companies (PDF 68.52 KB)
2019 Form 63-20P Instructions (PDF 181.64 KB)
2019 Form 63-23P: Premium Excise Return for Insurance Companies (PDF 46.35 KB)
2019 Form 63-23P Instructions (PDF 187.03 KB)
2019 Form 63-29A: Ocean Marine Profits Tax Return (PDF 64.56 KB)
2019 Form 63-29A Instructions (PDF 139.9 KB)
2019 Form 121A: Urban Redevelopment Excise Return (PDF 38.35 KB)
2019 Form 121A Instructions (PDF 144.04 KB)
2019 Schedule DRE: Disclosure of Disregarded Entity (PDF 36.94 KB)
2019 Schedule DRE Instructions (PDF 25.35 KB)

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