Administered by the Massachusetts Department of Revenue (DOR), these forms are subject to change only by federal or state legislative action.
Updated: January 30, 2024
Log in links for this page
- 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
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, 139.71 KB,
Form ABT: Application for Abatement
(English, PDF 139.71 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)
2018
Open PDF file, 81.29 KB,
2018 Form 63FI: Financial Institutions Excise Return
(English, PDF 81.29 KB)
Revised January 30, 2019; change noted on file
Open PDF file, 355.63 KB,
2018 Form 63 FI Instructions
(English, PDF 355.63 KB)
(Revised April 22, 2019)
Open PDF file, 78.41 KB,
2018 Form 63-20P: Premium Excise Return for Life Insurance Companies
(English, PDF 78.41 KB)
Open PDF file, 70.81 KB,
2018 Form 63-23P: Premium Excise Return for Insurance Companies
(English, PDF 70.81 KB)
Open PDF file, 124.43 KB,
2018 Form 63-29A: Ocean Marine Profits Tax Return
(English, PDF 124.43 KB)
2017
Open PDF file, 79.68 KB,
2017 Form 63 FI: Financial Institution Excise Return
(English, PDF 79.68 KB)
Open PDF file, 157.93 KB,
2017 Form 63 FI Instructions
(English, PDF 157.93 KB)
Open PDF file, 75.74 KB,
2017 Form 63-20P: Premium Excise Return for Life Insurance Companies
(English, PDF 75.74 KB)
Open PDF file, 140.76 KB,
2017 Form 63-20P Instructions
(English, PDF 140.76 KB)
Open PDF file, 71.71 KB,
2017 Form 63-23P: Premium Excise Return for Insurance Companies
(English, PDF 71.71 KB)
Open PDF file, 149.46 KB,
2017 Form 63-23P Instructions
(English, PDF 149.46 KB)
Open PDF file, 77.2 KB,
2017 Form 63-29A: Ocean Marine Profits Tax Return
(English, PDF 77.2 KB)
Open PDF file, 133.78 KB,
2017 Form 63-29A Instructions
(English, PDF 133.78 KB)
Open PDF file, 65.58 KB,
2017 Form 121A: Urban Redevelopment Excise Return
(English, PDF 65.58 KB)
Open PDF file, 106.2 KB,
2017 Form 121A Instructions
(English, PDF 106.2 KB)
2016
Open PDF file, 151.59 KB,
2016 Form 63 FI - Financial Institution Excise Return
(English, PDF 151.59 KB)
Open PDF file, 243.88 KB,
2016 Form 63 FI Instructions
(English, PDF 243.88 KB)
Open PDF file, 125.89 KB,
2016 Form 63-20P - Premium Excise Return for Life Insurance Companies
(English, PDF 125.89 KB)
Open PDF file, 190.15 KB,
2016 Form 63-20P Instructions
(English, PDF 190.15 KB)
Open PDF file, 111.85 KB,
2016 Form 63-23P - Premium Excise Return for Insurance Companies
(English, PDF 111.85 KB)
Open PDF file, 205.08 KB,
2016 Form 63-23P Instructions
(English, PDF 205.08 KB)
Open PDF file, 135.87 KB,
2016 Form 63-29A - Ocean Marine Profits Tax Return
(English, PDF 135.87 KB)
Open PDF file, 171.47 KB,
2016 Form 63-29A Instructions
(English, PDF 171.47 KB)
Open PDF file, 84.06 KB,
2016 Form 121A - Urban Redevelopment Excise Return
(English, PDF 84.06 KB)
Open PDF file, 119.05 KB,
2016 Form 121A Instructions
(English, PDF 119.05 KB)
2015
Open PDF file, 86.16 KB,
2015 Form 63 FI - Financial Institution Excise Return
(English, PDF 86.16 KB)
Open PDF file, 230.95 KB,
2015 Form 63 FI Instructions
(English, PDF 230.95 KB)
Open PDF file, 125.6 KB,
2015 Form 63-20P - Premium Excise Return for Life Insurance Companies
(English, PDF 125.6 KB)
Open PDF file, 131.86 KB,
2015 Form 63-20P Instructions
(English, PDF 131.86 KB)
Open PDF file, 111.57 KB,
2015 Form 63-23P - Premium Excise Return for Insurance Companies
(English, PDF 111.57 KB)
Open PDF file, 131.54 KB,
2015 Form 63-23P Instructions
(English, PDF 131.54 KB)
Open PDF file, 135.81 KB,
2015 Form 63-29A - Ocean Marine Profits Tax Return
(English, PDF 135.81 KB)
Open PDF file, 120.31 KB,
2015 Form 63-29A Instructions
(English, PDF 120.31 KB)
Open PDF file, 73.03 KB,
2015 Form 121A - Urban Redevelopment Excise Return
(English, PDF 73.03 KB)
Open PDF file, 149.17 KB,
2015 Form 121A Instructions
(English, PDF 149.17 KB)
2014
Open PDF file, 129.19 KB,
2014 Form 63 FI - Financial Institution Excise Return
(English, PDF 129.19 KB)
Open PDF file, 223.86 KB,
2014 Form 63 FI Instructions
(English, PDF 223.86 KB)
Open PDF file, 89.78 KB,
2014 Form 63-20P - Premium Excise Return for Life Insurance Companies
(English, PDF 89.78 KB)
Open PDF file, 599.6 KB,
2014 Form 63-20P Instructions
(English, PDF 599.6 KB)
Open PDF file, 109.34 KB,
2014 Form 63-23P - Premium Excise Return for Insurance Companies
(English, PDF 109.34 KB)
Open PDF file, 167.48 KB,
2014 Form 63-23P Instructions
(English, PDF 167.48 KB)
Open PDF file, 151.55 KB,
2014 Form 63-29A - Ocean Marine Profits Tax Return
(English, PDF 151.55 KB)
Open PDF file, 514.78 KB,
2014 Form 63-29A Instructions
(English, PDF 514.78 KB)
Open PDF file, 82.55 KB,
2014 Form 121A - Urban Redevelopment Excise Return
(English, PDF 82.55 KB)
Open PDF file, 40.74 KB,
2014 Form 121A Instructions
(English, PDF 40.74 KB)
2013
Open PDF file, 128.83 KB,
2013 Form 63 FI - Financial Institution Excise Return
(English, PDF 128.83 KB)
Open PDF file, 208.91 KB,
2013 Form 63 FI Instructions
(English, PDF 208.91 KB)
Open PDF file, 171.92 KB,
2013 Form 63-20P - Premium Excise Return for Life Insurance Companies
(English, PDF 171.92 KB)
Open PDF file, 143.8 KB,
2013 Form 63-20P Instructions
(English, PDF 143.8 KB)
Open PDF file, 171.74 KB,
2013 Form 63-23P - Premium Excise Return for Insurance Companies
(English, PDF 171.74 KB)
Open PDF file, 90.82 KB,
2013 Form 63-23P Instructions
(English, PDF 90.82 KB)
Open PDF file, 269.47 KB,
2013 Form 63-29A - Ocean Marine Profits Tax Return
(English, PDF 269.47 KB)
Open PDF file, 350.29 KB,
2013 Form 63-29A Instructions
(English, PDF 350.29 KB)
Open PDF file, 76.31 KB,
2013 Form 121A - Urban Redevelopment Excise Return
(English, PDF 76.31 KB)
Open PDF file, 24.84 KB,
2013 Form 121A Instructions
(English, PDF 24.84 KB)
Open PDF file, 82.59 KB,
2013 Form P.S. 1 - Public Service Corporation Franchise Tax Return
(English, PDF 82.59 KB)
Open PDF file, 86.53 KB,
2013 Form P.S.1 Instructions
(English, PDF 86.53 KB)
2012
Open PDF file, 76.77 KB,
2012 Form 63 FI - Financial Institution Excise Return
(English, PDF 76.77 KB)
Open PDF file, 134.33 KB,
2012 Form 63 FI Instructions
(English, PDF 134.33 KB)
Open PDF file, 78.79 KB,
2012 Form 63-20P - Premium Excise Return for Life Insurance Companies
(English, PDF 78.79 KB)
Open PDF file, 118.5 KB,
2012 Form 63-20P Instructions
(English, PDF 118.5 KB)
Open PDF file, 78.83 KB,
2012 Form 63-23P - Premium Excise Return for Insurance Companies
(English, PDF 78.83 KB)
Open PDF file, 49.36 KB,
2012 Form 63-23P Instructions
(English, PDF 49.36 KB)
Open PDF file, 163.12 KB,
2012 Form 63-29A - Ocean Marine Profits Tax Return
(English, PDF 163.12 KB)
Open PDF file, 152.53 KB,
2012 Form 121A - Urban Redevelopment Excise Return
(English, PDF 152.53 KB)
Open PDF file, 27.66 KB,
2012 Form 121A Instructions
(English, PDF 27.66 KB)
Open PDF file, 76.02 KB,
2012 Form P.S. 1 - Public Service Corporation Franchise Tax Return
(English, PDF 76.02 KB)
Open PDF file, 48.03 KB,
2012 Form P.S.1 Instructions
(English, PDF 48.03 KB)
Open PDF file, 1.94 MB,
2012 Schedule S - S Corporation Distributive Income
(English, PDF 1.94 MB)
Open PDF file, 646.36 KB,
2012 Schedule SK-1 - Shareholder’s Massachusetts Information
(English, PDF 646.36 KB)
2011
Open PDF file, 88.31 KB,
2011 Form 63 FI - Financial Institution Excise Return
(English, PDF 88.31 KB)
Open PDF file, 81.24 KB,
2011 Form 63 FI Instructions
(English, PDF 81.24 KB)
Open PDF file, 77.14 KB,
2011 Form 63-20P - Premium Excise Return for Life Insurance Companies
(English, PDF 77.14 KB)
Open PDF file, 64.8 KB,
2011 Form 63-20P Instructions
(English, PDF 64.8 KB)
Open PDF file, 76.94 KB,
2011 Form 63-23P - Premium Excise Return for Insurance Companies
(English, PDF 76.94 KB)
Open PDF file, 50.47 KB,
2011 Form 63-23P Instructions
(English, PDF 50.47 KB)
Open PDF file, 156.59 KB,
2011 Form 63-29A - Ocean Marine Profits Tax Return
(English, PDF 156.59 KB)
Open PDF file, 91.81 KB,
2011 Form 121A - Urban Redevelopment Excise Return
(English, PDF 91.81 KB)
Open PDF file, 86.63 KB,
2011 Form 121A Instructions
(English, PDF 86.63 KB)
Open PDF file, 73.63 KB,
2011 Form P.S. 1 - Public Service Corporation Franchise Tax Return
(English, PDF 73.63 KB)
Open PDF file, 50.39 KB,
2011 Form P.S.1 Instructions
(English, PDF 50.39 KB)
Open PDF file, 296.57 KB,
2011 Schedule S - S Corporation Distributive Income
(English, PDF 296.57 KB)
Open PDF file, 180.55 KB,
2011 Schedule SK-1 - Shareholder’s Massachusetts Information
(English, PDF 180.55 KB)
Contact
Phone
Tax Department
(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
Help Us Improve Mass.gov with your feedback
Thank you for your website feedback! We will use this information to improve this page.
If you would like to continue helping us improve Mass.gov, join our user panel to test new features for the site.