What you need to know
The 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.
2023 Financial Institution & Insurance Company Forms
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2023 Form 63-FI: Financial Institution Excise Return and Instructions
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2023 Form 63-20P: Premium Excise Return for Life Insurance Companies and Instructions
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2023 Form 63-23P: Premium Excise Return for Insurance Companies and Instructions
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2023 Form 63-29A: Ocean Marine Profits Tax Return and Instructions
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2023 Form 121A: Urban Redevelopment Excise Return and Instructions
2023 Additional Forms
Prior Year Forms & Instructions
Estimated Tax Payment Vouchers
The following vouchers must be filed electronically through MassTaxConnect. See TIR 16-9 and TIR 21-9 for more information.
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Form 63 FI-ES, 2024 Financial Institution Corporate Estimated Tax Payment Instructions and Worksheet
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Form 63-29A-ES, 2024 Ocean Marine Estimated Tax Payment Instructions and Worksheet
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Form 121A-ES, 2024 Urban Redevelopment Corporation Estimated Excise (E-file disclaimer)
Go to DOR Estimated Tax Payments for a complete listing.
Contact for MA Financial Institution and Insurance Company Tax Forms and Instructions
Phone
9 a.m.–4 p.m., Monday through Friday