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DRAFT 2026 Fiduciary and Partnership Tax Forms and Instructions

DOR has released its DRAFT 2026 Fiduciary and Partnership tax forms. These forms are subject to change only by federal or state legislative action.
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Fiduciary Forms & Schedules

DRAFT 2026 Form 2: Fiduciary Income Tax Return, Open PDF file, 782.75 KB (English, PDF 782.75 KB)
DRAFT 2026 Form 2G: Grantor/Owner’s Share of a Grantor-Type Trust, Open PDF file, 739.81 KB (English, PDF 739.81 KB)
DRAFT 2026 Schedule 2K-1: Beneficiary’s Massachusetts Information, Open PDF file, 3.78 MB (English, PDF 3.78 MB)
2026 DRAFT Schedule B/R: Beneficiary/Remainderman, Open PDF file, 701.5 KB (English, PDF 701.5 KB)
DRAFT 2026 Schedule B: Interest, Dividends and Certain Capital Gains and Losses, Open PDF file, 2.29 MB (English, PDF 2.29 MB)
DRAFT 2026 Schedule D: Capital Gains and Losses, Open PDF file, 1.3 MB (English, PDF 1.3 MB)
DRAFT 2026 Schedule E: Rental Income or Loss, Open PDF file, 870.9 KB (English, PDF 870.9 KB)
DRAFT 2026 Schedule H: Expenses and Fiduciary Compensation, Open PDF file, 1.59 MB (English, PDF 1.59 MB)
DRAFT 2026 Schedule IDD: Income Distribution Deduction, Open PDF file, 1.32 MB (English, PDF 1.32 MB)

Partnership Forms & Schedules

DRAFT 2026 Form 3: Partnership Return of Income, Open PDF file, 857.62 KB (English, PDF 857.62 KB)
DRAFT 2026 Form 3K-1: Partner’s Massachusetts Information, Open PDF file, 902.71 KB (English, PDF 902.71 KB)
DRAFT 2026 Schedule FCI Foreign Corporation Income of U.S. Shareholder, Open PDF file, 1.11 MB (English, PDF 1.11 MB)

Additional Forms & Schedules

DRAFT 2026 Form 2-PV: Massachusetts Fiduciary Income Tax Payment Voucher, Open PDF file, 651.34 KB (English, PDF 651.34 KB)
DRAFT 2026 Form M-8736: Fiduciary Extension Payment Worksheet and Voucher, Open PDF file, 916.78 KB (English, PDF 916.78 KB)
DRAFT 2026 Form 63-ELT: (Entity Level Tax), Open PDF file, 2.35 MB (English, PDF 2.35 MB)
DRAFT 2026 Form M-2210F Underpayment of Massachusetts Estimated Income Tax for Fiduciaries, Open PDF file, 2.64 MB (English, PDF 2.64 MB)
DRAFT 2026 Form M-8453CR: Nonresident Composite Return Tax Declaration for Electronic Filing, Open PDF file, 835.03 KB (English, PDF 835.03 KB)
DRAFT 2026 Form M-8453P: Partnership Tax Declaration for Electronic Filing, Open PDF file, 871.08 KB (English, PDF 871.08 KB)
DRAFT 2026 Form MA NRCR Nonresident Composite Return, Open PDF file, 1.95 MB (English, PDF 1.95 MB)
DRAFT 2026 Schedule 4% Surtax, Open PDF file, 671.06 KB (English, PDF 671.06 KB)
DRAFT 2026 Form M-990T-62: Exempt Trust and Unincorporated Association Income Tax Return, Open PDF file, 2.43 MB (English, PDF 2.43 MB)
DRAFT 2026 Form M-8453F: Fiduciary Tax Declaration for Electronic Filing, Open PDF file, 870.1 KB (English, PDF 870.1 KB)
DRAFT 2026 Schedule 62-WH: Massachusetts Personal Income Tax Withholding, Open PDF file, 1.78 MB (English, PDF 1.78 MB)
DRAFT 2026 Schedule C-2: Excess Deductions Against Trade or Business Income, Open PDF file, 1.33 MB (English, PDF 1.33 MB)
DRAFT 2026 Schedule CMS: Credit Manager Schedule, Open PDF file, 4.3 MB (English, PDF 4.3 MB)
DRAFT 2026 Schedule CRS: Credit Recapture Schedule, Open PDF file, 1.29 MB (English, PDF 1.29 MB)
DRAFT 2026 Schedule DRE: Disclosure of Disregarded Entity, Open PDF file, 652.39 KB (English, PDF 652.39 KB)
DRAFT 2026 Schedule EC: Solar and Wind Energy Credit, Open PDF file, 1.13 MB (English, PDF 1.13 MB)
DRAFT 2026 Schedule EDIP: Refundable Economic Development Incentive Program Credit, Open PDF file, 1.06 MB (English, PDF 1.06 MB)
DRAFT 2026 Schedule EOAC: Economic Opportunity Area Credit, Open PDF file, 1.37 MB (English, PDF 1.37 MB)
DRAFT 2026 Schedule FAF: Farming and Fisheries Credit, Open PDF file, 973.05 KB (English, PDF 973.05 KB)
DRAFT 2026 Schedule FCI Foreign Corporation Income of U.S. Shareholder, Open PDF file, 1.11 MB (English, PDF 1.11 MB)
DRAFT 2026 Schedule LP: Credit for Removing or Covering Lead Paint on Residential Premises, Open PDF file, 1.33 MB (English, PDF 1.33 MB)
Form ABT: Application for Abatement , Open PDF file, 78.91 KB (English, PDF 78.91 KB)
Schedule TDS: Taxpayer Disclosure Statement , Open PDF file, 20.41 KB (English, PDF 20.41 KB)

Prior Years & Other DOR Forms & Schedules

Prior Year Fiduciary and Partnership Tax Forms
All Other DOR Tax Forms and Instructions

E-file & Pay - Tax Filing Assistance

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E-filing is the fastest way to file your Massachusetts personal income tax return and get your refund from DOR. Learn what e-filing and payment options are available and what you will need.

Personal Income Tax Filing Assistance

Get resources to help you file and pay your Massachusetts taxes. From updates to e-filing, this page has you covered. Also included is how to amend a return and file an extension.

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