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Financial Institution and Insurance Company Tax Forms

DOR has released its 2025 Financial Institution and Insurance Company Tax Forms. Prior year tax forms are also available.

These forms are subject to change only by federal or state legislative action.

All Massachusetts financial institution and insurance company tax forms are in PDF format. To read them, you'll need the free Adobe Acrobat Reader.

If you have any suggestions or comments on how to improve these forms, contact the Forms Manager at dorforms@dor.state.ma.us.

Updated: February 19, 2026

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2025 Financial Inst. & Insurance Co.

Open PDF file, 4.74 MB,  2025 Form 63-FI: Financial Institution Excise Return (English, PDF 4.74 MB)
Open PDF file, 303.12 KB,  2025 Form 63-FI Instructions (English, PDF 303.12 KB)
Open PDF file, 733.86 KB,  2025 Form 63-20P: Premium Excise Return for Life Insurance Companies (English, PDF 733.86 KB)
Open PDF file, 137.8 KB,  2025 Form 63-20P Instructions (English, PDF 137.8 KB)
Open PDF file, 728.79 KB,  2025 Form 63-23P Premium Excise Return for Insurance Companies (English, PDF 728.79 KB)
Open PDF file, 146.18 KB,  2025 Form 63-23P Instructions (English, PDF 146.18 KB)
Open PDF file, 751.59 KB,  2025 Form 63-29A: Ocean Marine Profits Tax Return (English, PDF 751.59 KB)
Open PDF file, 258.01 KB,  2025 Form 63-29A Instructions (English, PDF 258.01 KB)
Open PDF file, 704.04 KB,  2025 Form 121A: Urban Redevelopment Excise Return (English, PDF 704.04 KB)
Open PDF file, 70.96 KB,  2025 Form 121A Instructions (English, PDF 70.96 KB)

2025 Additional Forms & Schedules

Open PDF file, 79.66 KB,  2025 Form 63D-ELT: Entity Level Tax (English, PDF 79.66 KB)
Open PDF file, 289.36 KB,  2025 Form 63D-ELT Instructions (English, PDF 289.36 KB)
Open PDF file, 710.85 KB,  2025 Form M-2220 Underpayment of Massachusetts Estimated Tax by Corporations (English, PDF 710.85 KB)
Open PDF file, 26.83 KB,  2025 Form M-63D-EXT: Entity-Level Tax Extension Payment Worksheet (English, PDF 26.83 KB)
Open PDF file, 73.46 KB,  2025 Form M-8453ELT: 63D Entity Level Tax Declaration for Electronic Filing (English, PDF 73.46 KB)
Open PDF file, 685.66 KB,  2025 Schedule 63-WH: Massachusetts Corporate Excise Withholding (English, PDF 685.66 KB)
Open PDF file, 93.46 KB,  2025 Schedule CMS Instructions (English, PDF 93.46 KB)
Open PDF file, 143.55 KB,  2025 Schedule CMS: Credit Manager Schedule (English, PDF 143.55 KB)
Open PDF file, 43.26 KB,  2025 Schedule CRS: Credit Recapture Schedule (English, PDF 43.26 KB)
Open PDF file, 25.41 KB,  2025 Schedule DRE: Disclosure of Disregarded Entity (English, PDF 25.41 KB)
Open PDF file, 482.15 KB,  2025 Schedule FCI Foreign Corporation Income of U.S. Shareholder (English, PDF 482.15 KB)
Open PDF file, 806.56 KB,  2025 Schedule S: S Corporation Distributive Income (English, PDF 806.56 KB)
Open PDF file, 756.67 KB,  2025 Schedule SK-1: Shareholder’s Massachusetts Information (English, PDF 756.67 KB)
Open PDF file, 78.91 KB,  Form ABT: Application for Abatement (English, PDF 78.91 KB)
Open PDF file, 20.41 KB,  Schedule TDS: Taxpayer Disclosure Statement (English, PDF 20.41 KB)

2024 Financial Inst. & Insurance Co.

Open PDF file, 748.58 KB,  2024 Form 63-FI: Financial Institution Excise Return (English, PDF 748.58 KB)
Open PDF file, 194.88 KB,  2024 Form 63-FI Instructions (English, PDF 194.88 KB)
Open PDF file, 3.3 MB,  2024 Form 63-20P: Premium Excise Return for Life Insurance Companies (English, PDF 3.3 MB)
Open PDF file, 308.53 KB,  2024 Form 63-20P Instructions (English, PDF 308.53 KB)
Open PDF file, 706.69 KB,  2024 Form 63-23P: Premium Excise Return for Insurance Companies (English, PDF 706.69 KB)
Open PDF file, 144.67 KB,  2024 Form 63-23P Instructions (English, PDF 144.67 KB)
Open PDF file, 704.62 KB,  2024 Form 63-29A: Ocean Marine Profits Tax Return (English, PDF 704.62 KB)
Open PDF file, 134.27 KB,  2024 Form 63-29A Instructions (English, PDF 134.27 KB)
Open PDF file, 689.46 KB,  2024 Form 121A: Urban Redevelopment Excise Return (English, PDF 689.46 KB)
Open PDF file, 72.51 KB,  2024 Form 121A Instructions (English, PDF 72.51 KB)

2024 Additional Forms & Schedules

Open PDF file, 731.54 KB,  2024 Form 63D-ELT: Entity Level Tax (English, PDF 731.54 KB)
Open PDF file, 44.16 KB,  2024 Form 63D-ELT Instructions (English, PDF 44.16 KB)
Open PDF file, 706.96 KB,  2024 Form M-2220: Underpayment of Massachusetts Estimated Tax by Corporations (English, PDF 706.96 KB)
Open PDF file, 64.69 KB,  2024 Form M-8453ELT: 63D Entity Level Tax Declaration for Electronic Filing (English, PDF 64.69 KB)
Open PDF file, 171.29 KB,  2024 Schedule CMS: Credit Manager Schedule (English, PDF 171.29 KB)
Open PDF file, 67.53 KB,  2024 Schedule CMS Instructions (English, PDF 67.53 KB)
Open PDF file, 45.95 KB,  2024 Schedule CRS: Credit Recapture Schedule (English, PDF 45.95 KB)
Open PDF file, 68.84 KB,  2024 Schedule DRE: Disclosure of Disregarded Entity (English, PDF 68.84 KB)
Open PDF file, 54.58 KB,  2024 Schedule FCI: Foreign Corporation Income of U.S. Shareholder (English, PDF 54.58 KB)
Open PDF file, 740.79 KB,  2024 Schedule S: S Corporation Distributive Income (English, PDF 740.79 KB)
Open PDF file, 741.14 KB,  2024 Schedule SK-1: Shareholder’s Massachusetts Information (English, PDF 741.14 KB)
Open PDF file, 78.91 KB,  Form ABT: Application for Abatement (English, PDF 78.91 KB)
Open PDF file, 20.41 KB,  Schedule TDS: Taxpayer Disclosure Statement (English, PDF 20.41 KB)

2023 Financial Inst. & Insurance Co.

Open PDF file, 754.78 KB,  2023 Form 63-FI: Financial Institution Excise Return (English, PDF 754.78 KB)
Open PDF file, 178.37 KB,  2023 Form 63-FI Instructions (English, PDF 178.37 KB)
Open PDF file, 735.47 KB,  2023 Form 63-20P: Premium Excise Return for Life Insurance Companies (English, PDF 735.47 KB)
Open PDF file, 126.05 KB,  2023 Form 63-20P Instructions (English, PDF 126.05 KB)
Open PDF file, 721.62 KB,  2023 Form 63-23P: Premium Excise Return for Insurance Companies (English, PDF 721.62 KB)
Open PDF file, 134.35 KB,  2023 Form 63-23P Instructions (English, PDF 134.35 KB)
Open PDF file, 753.31 KB,  2023 Form 63-29A: Ocean Marine Profits Tax Return (English, PDF 753.31 KB)
Open PDF file, 173.3 KB,  2023 Form 63-29A Instructions (English, PDF 173.3 KB)
Open PDF file, 697.23 KB,  2023 Form 121A: Urban Redevelopment Excise Return (English, PDF 697.23 KB)
Open PDF file, 66.95 KB,  2023 Form 121A Instructions (English, PDF 66.95 KB)

2023 Additional Forms & Schedules

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, 706.81 KB,  2023 Form M-2220: Underpayment of Massachusetts Estimated Tax by Corporations (English, PDF 706.81 KB)
Open PDF file, 66.23 KB,  2023 Form M-8453ELT: 63D Entity Level Tax Declaration for Electronic Filing (English, PDF 66.23 KB)
Open PDF file, 152.4 KB,  2023 Schedule CMS: Credit Manager Schedule (English, PDF 152.4 KB)
Open PDF file, 63.25 KB,  2023 Schedule CMS Instructions (English, PDF 63.25 KB)
Open PDF file, 45.6 KB,  2023 Schedule CRS: Credit Recapture Schedule (English, PDF 45.6 KB)
Open PDF file, 25.59 KB,  2023 Schedule DRE: Disclosure of Disregarded Entity (English, PDF 25.59 KB)
Open PDF file, 26.17 KB,  2023 Schedule DRE Instructions (English, PDF 26.17 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, 803.83 KB,  2023 Schedule S: S Corporation Distributive Income (English, PDF 803.83 KB)
Open PDF file, 742.86 KB,  2023 Schedule SK-1: Shareholder’s Massachusetts Information (English, PDF 742.86 KB)
Open PDF file, 78.91 KB,  Form ABT: Application for Abatement (English, PDF 78.91 KB)
Open PDF file, 20.41 KB,  Schedule TDS: Taxpayer Disclosure Statement (English, PDF 20.41 KB)

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