Massachusetts Fiduciary and Partnership Tax Forms and Instructions

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

All printable Massachusetts Fiduciary and Partnership 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 Form 2: Fiduciary Tax Forms
• DRAFT Form 3: Partnership Tax Forms
• DRAFT Additional Forms

• Form 2: Fiduciary Tax Forms
• Form 3: Partnership Tax Forms
• Additional Forms

Returns

• Form 2: Mass. DOR, PO Box 7018, Boston, MA 02204
• Form 2G: Mass. DOR, PO Box 7017, Boston, MA 02204

Estimated Payment

• Form 2-ES: Mass. DOR, PO Box 419544, Boston, MA 02241-9544

Extension Payment

• Form M-8736: Mass. DOR, PO Box 419544, Boston, MA 02241-9544

Payment Voucher

• Form 2-PV: Mass. DOR, PO Box 419544, Boston, MA 02241-9544

Go to Mailing Addresses for Massachusetts Tax Forms for Personal Income and other addresses.

Make your estimated tax payment online through MassTaxConnect. It’s fast, easy and secure.

• Form 2-ES, 2023 Estimated Tax Payment Vouchers, Instructions and Worksheet for Filers of Forms 2 or 2G

• Form 1-ES, 2023 Estimated Income Tax Payment Vouchers, Instructions and Worksheet

• Form UBI-ES, 2023 Non-Profit Entities Corporation Estimated Tax Payment Vouchers and Instruction

Income and Fiduciary Vouchers – these estimated tax payment vouchers provide a means for paying any taxes due on income which is not subject to withholding. This is to ensure that taxpayers are able to meet the statutory requirement that taxes due are paid periodically as income is received during the year. Generally, you must make estimated tax payments if you expect to owe more than $400 in taxes on income not subject to withholding. For more information, see DOR Personal Income and Fiduciary estimated tax payments.