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Massachusetts 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: January 22, 2026

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2025 Financial Inst. & Insurance Co.

Open PDF file, 4.37 MB,  2025 Form 63-FI: Financial Institution Excise Return (English, PDF 4.37 MB)
Open PDF file, 1008.92 KB,  2025 Form 63-FI Instructions (English, PDF 1008.92 KB)
Open PDF file, 3.3 MB,  2025 Form 63-20P: Premium Excise Return for Life Insurance Companies (English, PDF 3.3 MB)
Open PDF file, 860.02 KB,  2025 Form 63-20P Instructions (English, PDF 860.02 KB)
Open PDF file, 2.9 MB,  2025 Form 63-23P Premium Excise Return for Insurance Companies (English, PDF 2.9 MB)
Open PDF file, 882.38 KB,  2025 Form 63-23P Instructions (English, PDF 882.38 KB)
Open PDF file, 4.21 MB,  2025 Form 63-29A: Ocean Marine Profits Tax Return (English, PDF 4.21 MB)
Open PDF file, 844.06 KB,  2025 Form 63-29A Instructions (English, PDF 844.06 KB)
Open PDF file, 1.56 MB,  2025 Form 121A: Urban Redevelopment Excise Return (English, PDF 1.56 MB)
Open PDF file, 696.51 KB,  2025 Form 121A Instructions (English, PDF 696.51 KB)

2025 Additional Forms & Schedules

Open PDF file, 2.06 MB,  2025 Form 63D-ELT: Entity Level Tax (English, PDF 2.06 MB)
Open PDF file, 631.68 KB,  2025 Form 63D-ELT Instructions (English, PDF 631.68 KB)
Open PDF file, 1.99 MB,  2025 Form M-2220 Underpayment of Massachusetts Estimated Tax by Corporations (English, PDF 1.99 MB)
Open PDF file, 859.59 KB,  2025 Form M-8453ELT: 63D Entity Level Tax Declaration for Electronic Filing (English, PDF 859.59 KB)
Open PDF file, 1.16 MB,  2025 Schedule 63-WH: Massachusetts Corporate Excise Withholding (English, PDF 1.16 MB)
Open PDF file, 68.04 KB,  2025 Schedule CMS Instructions (English, PDF 68.04 KB)
Open PDF file, 3.68 MB,  2025 Schedule CMS: Credit Manager Schedule (English, PDF 3.68 MB)
Open PDF file, 680.97 KB,  2025 Schedule CRS: Credit Recapture Schedule (English, PDF 680.97 KB)
Open PDF file, 25.99 KB,  2025 Schedule DRE: Disclosure of Disregarded Entity (English, PDF 25.99 KB)
Open PDF file, 925.52 KB,  2025 Schedule FCI Foreign Corporation Income of U.S. Shareholder (English, PDF 925.52 KB)
Open PDF file, 951.9 KB,  2025 Schedule S: S Corporation Distributive Income (English, PDF 951.9 KB)
Open PDF file, 931.02 KB,  2025 Schedule SK-1: Shareholder’s Massachusetts Information (English, PDF 931.02 KB)
Open PDF file, 141.89 KB,  Form ABT: Application for Abatement (English, PDF 141.89 KB)
Open PDF file, 23.85 KB,  Schedule TDS: Taxpayer Disclosure Statement (English, PDF 23.85 KB)

2024 Financial Inst. & Insurance Co.

Open PDF file, 4.4 MB,  2024 Form 63-FI: Financial Institution Excise Return (English, PDF 4.4 MB)
Open PDF file, 229.46 KB,  2024 Form 63-FI Instructions (English, PDF 229.46 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, 148 KB,  2024 Form 63-20P Instructions (English, PDF 148 KB)
Open PDF file, 2.9 MB,  2024 Form 63-23P: Premium Excise Return for Insurance Companies (English, PDF 2.9 MB)
Open PDF file, 159.26 KB,  2024 Form 63-23P Instructions (English, PDF 159.26 KB)
Open PDF file, 4.21 MB,  2024 Form 63-29A: Ocean Marine Profits Tax Return (English, PDF 4.21 MB)
Open PDF file, 185.41 KB,  2024 Form 63-29A Instructions (English, PDF 185.41 KB)

2024 Additional Forms & Schedules

Open PDF file, 2.09 MB,  2024 Form 63D-ELT: Entity Level Tax (English, PDF 2.09 MB)
Open PDF file, 43.02 KB,  2024 Form 63D-ELT Instructions (English, PDF 43.02 KB)
Open PDF file, 2 MB,  2024 Form M-2220: Underpayment of Massachusetts Estimated Tax by Corporations (English, PDF 2 MB)
Open PDF file, 200.1 KB,  2024 Form M-8453ELT: 63D Entity Level Tax Declaration for Electronic Filing (English, PDF 200.1 KB)
Open PDF file, 3.69 MB,  2024 Schedule CMS: Credit Manager Schedule (English, PDF 3.69 MB)
Open PDF file, 62.06 KB,  2024 Schedule CMS Instructions (English, PDF 62.06 KB)
Open PDF file, 683.04 KB,  2024 Schedule CRS: Credit Recapture Schedule (English, PDF 683.04 KB)
Open PDF file, 23.2 KB,  2024 Schedule DRE: Disclosure of Disregarded Entity (English, PDF 23.2 KB)
Open PDF file, 508.72 KB,  2024 Schedule FCI: Foreign Corporation Income of U.S. Shareholder (English, PDF 508.72 KB)
Open PDF file, 920.16 KB,  2024 Schedule S: S Corporation Distributive Income (English, PDF 920.16 KB)
Open PDF file, 886.08 KB,  2024 Schedule SK-1: Shareholder’s Massachusetts Information (English, PDF 886.08 KB)
Open PDF file, 141.89 KB,  Form ABT: Application for Abatement (English, PDF 141.89 KB)
Open PDF file, 23.85 KB,  Schedule TDS: Taxpayer Disclosure Statement (English, PDF 23.85 KB)

2023 Financial Inst. & Insurance Co.

Open PDF file, 4.45 MB,  2023 Form 63-FI: Financial Institution Excise Return (English, PDF 4.45 MB)
Open PDF file, 212.28 KB,  2023 Form 63-FI Instructions (English, PDF 212.28 KB)
Open PDF file, 3.34 MB,  2023 Form 63-20P: Premium Excise Return for Life Insurance Companies (English, PDF 3.34 MB)
Open PDF file, 139.74 KB,  2023 Form 63-20P Instructions (English, PDF 139.74 KB)
Open PDF file, 2.94 MB,  2023 Form 63-23P: Premium Excise Return for Insurance Companies (English, PDF 2.94 MB)
Open PDF file, 150.58 KB,  2023 Form 63-23P Instructions (English, PDF 150.58 KB)
Open PDF file, 4.25 MB,  2023 Form 63-29A: Ocean Marine Profits Tax Return (English, PDF 4.25 MB)
Open PDF file, 125.82 KB,  2023 Form 63-29A Instructions (English, PDF 125.82 KB)
Open PDF file, 1.57 MB,  2023 Form 121A: Urban Redevelopment Excise Return (English, PDF 1.57 MB)
Open PDF file, 68.78 KB,  2023 Form 121A Instructions (English, PDF 68.78 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, 2.01 MB,  2023 Form M-2220: Underpayment of Massachusetts Estimated Tax by Corporations (English, PDF 2.01 MB)
Open PDF file, 205.74 KB,  2023 Form M-8453ELT: 63D Entity Level Tax Declaration for Electronic Filing (English, PDF 205.74 KB)
Open PDF file, 3.71 MB,  2023 Schedule CMS: Credit Manager Schedule (English, PDF 3.71 MB)
Open PDF file, 51.27 KB,  2023 Schedule CMS Instructions (English, PDF 51.27 KB)
Open PDF file, 698.03 KB,  2023 Schedule CRS: Credit Recapture Schedule (English, PDF 698.03 KB)
Open PDF file, 26.77 KB,  2023 Schedule DRE: Disclosure of Disregarded Entity (English, PDF 26.77 KB)
Open PDF file, 22.75 KB,  2023 Schedule DRE Instructions (English, PDF 22.75 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, 1.13 MB,  2023 Schedule S: S Corporation Distributive Income (English, PDF 1.13 MB)
Open PDF file, 971.59 KB,  2023 Schedule SK-1: Shareholder’s Massachusetts Information (English, PDF 971.59 KB)
Open PDF file, 141.89 KB,  Form ABT: Application for Abatement (English, PDF 141.89 KB)
Open PDF file, 23.85 KB,  Schedule TDS: Taxpayer Disclosure Statement (English, PDF 23.85 KB)

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, 1.41 MB,  2022 Form M-2220: Underpayment of Massachusetts Estimated Tax by Corporations (English, PDF 1.41 MB)
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, 141.89 KB,  Form ABT: Application for Abatement (English, PDF 141.89 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, 3.79 MB,  2020 Form 63 FI: Financial Institution Excise Return (English, PDF 3.79 MB)

Open PDF file, 347.47 KB,  2020 Form 63 FI Instructions (English, PDF 347.47 KB)

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, 242.26 KB,  2020 Form 63-20P Instructions (English, PDF 242.26 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, 259.77 KB,  2020 Form 63-23P Instructions (English, PDF 259.77 KB)

Open PDF file, 711.55 KB,  2020 Form 63-29A: Ocean Marine Profits Tax Return (English, PDF 711.55 KB)

Open PDF file, 219.04 KB,  2020 Form 63-29A Instructions (English, PDF 219.04 KB)

Open PDF file, 53.71 KB,  2020 Form 121A: Urban Redevelopment Excise Return (English, PDF 53.71 KB)

Open PDF file, 692.81 KB,  2020 Form 121A Instructions (English, PDF 692.81 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)

Contact

Phone

Contact Center (617) 887-6367
Toll-free in Massachusetts (800) 392-6089

9 a.m.–4 p.m., Monday through Friday

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Online

prohelp@dor.state.ma.us
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Address

Massachusetts Department of Revenue
Problem Resolution Office P.O. Box 9552
Boston, MA 02114
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