Massachusetts Personal Income Tax Forms and Instructions

Our partners cannot pay us to guarantee favorable reviews of their products or services. Profit and prosper with the best of Kiplinger’s advice on investing, taxes, retirement, personal finance and much more. Profit and prosper with the best of expert advice on investing, taxes, retirement, personal finance and more – straight to your e-mail. Staples or paper clips may cause damage to the return and delay processing. You should not file an amended return to dispute an audit assessment. If you qualify for an extension, your return is due on or before October 15, 2025.

for Filing Status

“I think the reforms that I instituted, the policies that I instituted, are also leading to numbers going down. We have better job training, better job placement, work authorizations, as you know, for those who are not from Massachusetts,” she said. The economic development bill included hundreds of millions for hospitals who were facing fiscal and staffing challenges during the pandemic as well as human services providers who were reeling from the effects of COVID-19. In a move that drew immediate condemnation from unions across the state, Healey moved to shutter two mental health hospitals in Canton and Pocasset and proposed laying off half the state’s case managers at the Department of Mental Health. Gasoline taxes in Massachusetts add up to 27.4 cents per gallon. Massachusetts has some of the highest cigarette taxes in the nation.

tax planning ideas to reduce Massachusetts income taxes

The amount of income tax a person or entity pays depends on their income level. The federal income tax and most state versions are “progressive,” which means that the share of your income that you will pay in taxes goes up as you earn more, though some states levy a fixed percentage, or “flat,” income tax. In Massachusetts, income taxes are a cinch with a flat rate of 5%. Whether you’re a billionaire or a recent graduate, the tax rate applied to your income is the same. Residents of Massachusetts are also subject to a penalty if they do not have health insurance coverage, which is paid through their tax return.

• SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you.
• If an extension payment is required to reach the 80% threshold, you can pay electronically.
• In a move that drew immediate condemnation from unions across the state, Healey moved to shutter two mental health hospitals in Canton and Pocasset and proposed laying off half the state’s case managers at the Department of Mental Health.
• If you have any suggestions or comments on how to improve these forms, contact the Forms Manager at
• Don’t forget to send a complete, signed copy of your Massachusetts tax return.

Massachusetts Income Tax Returns

There is a three-month grace period for health coverage lapses, after which the penalty accumulates on a monthly basis, up to about $175 per month. The total penalty depends on income and only apply to individuals with incomes more than 150% of the federal poverty level. Technically, you don’t have just one “tax bracket” – you pay all of the Massachusetts marginal tax rates from the lowest tax bracket to the tax bracket in which you earned your last dollar. For comparison purposes, however, your Massachusetts tax bracket is the tax bracket in which your last earned dollar in any given tax period falls. Federal and state income taxes can significantly reduce the wealth your family keeps every year.

Prior Year Personal Income Forms

The move, if approved, would reduce the aid given to families by half. There is state-level exemptions for all bookkeeping and payroll services type of filers and dependents. If you have any suggestions or comments on how to improve these forms, contact the Forms Manager at

• There is a three-month grace period for health coverage lapses, after which the penalty accumulates on a monthly basis, up to about $175 per month.
• View more detailed information on filing status to see what this means for you.
• You can file your return anytime during the extension period.
• If you are sending a paper tax return and a paper check together, no payment voucher is required.
• This extension covers filing tax returns, paying tax (including estimated tax), and filing tax extension forms with us.

The state extension deadline follows the federal extension deadline set by the IRS, which is Oct. 15, 2025. Keep in mind that being granted Accounting For Architects a federal tax extension does not grant you a state tax extension in Massachusetts. When you make a paper check or money order payment to DOR, be sure to enclose your payment voucher (attached to your bill) with it.