MA Financial Institution and Insurance Company Tax Forms and Instructions

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.

• DRAFT 2023 Form 63-FI: Financial Institution Excise Return

• DRAFT 2023 Form 63-20P: Premium Excise Return for Life Insurance Companies

• DRAFT 2023 Form 63-23P: Premium Excise Return for Insurance Companies

• DRAFT 2023 Form 63-29A: Ocean Marine Profits Tax Return

• DRAFT 2023 Form 121A: Urban Redevelopment Excise Return

• DRAFT 2023 Form 63D-ELT: Entity-Level Tax

• DRAFT 2023 Form M-2220: Underpayment of Massachusetts Estimated Tax by Corporations

• DRAFT 2023 Schedule CMS: Credit Manager Schedule

• DRAFT 2023 Schedule CRS: Credit Recapture Schedule

• DRAFT 2023 Schedule DRE: Disclosure of Disregarded Entity

• DRAFT 2023 Schedule FCI: Foreign Corporation Income of U.S. Shareholder

• DRAFT 2023 Schedule S: S Corporation Distributive Income

• DRAFT 2023 Schedule SK-1: Shareholder’s Massachusetts Information

• Form ABT: Application for Abatement

• Schedule TDS: Taxpayer Disclosure Statement

• 2022 Form 63-FI: Financial Institution Excise Return

  • 2022 Form 63-FI Instructions

• 2022 Form 63-20P: Premium Excise Return for Life Insurance Companies

  • 2022 Form 63-20P Instructions

• 2022 Form 63-23P: Premium Excise Return for Insurance Companies

  • 2022 Form 63-23P Instructions

• 2022 Form 63-29A: Ocean Marine Profits Tax Return

  • 2022 Form 63-29A Instructions

• 2022 Form 121A: Urban Redevelopment Excise Return

  • 2022 Form 121A Instructions

• 2022 Form 63D-ELT: Entity-Level Tax and Instructions

• 2022 Form M-2220: Underpayment of Massachusetts Estimated Tax by Corporations

• 2022 Schedule CMS: Credit Manager Schedule and Instructions

• 2022 Schedule CRS: Credit Recapture Schedule

• 2022 Schedule DRE: Disclosure of Disregarded Entity and Instructions

• 2022 Schedule FCI: Foreign Corporation Income of U.S. Shareholder

• 2022 Schedule S: S Corporation Distributive Income

• 2022 Schedule SK-1: Shareholder’s Massachusetts Information

• Form ABT: Application for Abatement

• Schedule TDS: Taxpayer Disclosure Statement

The following vouchers must be filed electronically through MassTaxConnect. See TIR 16-9 and TIR 21-9 for more information.

• Form 63 FI-ES, 2023 Financial Institution Corporate Estimated Tax Payment Instructions and Worksheet

• Form 63-29A-ES, 2023 Ocean Marine Estimated Tax Payment Instructions and Worksheet

• Form 121A-ES, 2023 Urban Redevelopment Corporation Estimated Excise (E-file disclaimer)

Go to DOR Estimated Tax Payments for a complete listing.