Tips for Filing Massachusetts Personal Income Taxes


Most tax filing errors can be avoided by e-filing your tax return 

When you e-file:

  • Calculations are done for you
  • The correct schedules are included, and
  • Processing is faster, resulting in faster refunds.

If you file on paper, please remember to:

1)  Include all schedules, such as Schedule HC

If you don’t include all the schedules, your return can’t be processed, and your refund will be delayed.

The Schedule HC must be completed and enclosed for all resident returns and most part-year resident returns. Nonresidents are not subject to the Massachusetts Health Care Reform Law. 

If you amend your return, include all the schedules filed with the original return, even if you did not make any changes to those schedules.

2)  Check your math

When you add or subtract, check your numbers. If you claim the Earned Income Tax Credit, make sure the credit amount is correct. Follow each instruction carefully.

3)  Don’t use staples or paper clips

Put checks and other documents inside an envelope. Do not use staples or paper clips. Doing so will slow down the processing of your return.

4)  Recheck your bank numbers

You can have your refund deposited directly into your savings or checking account. Be sure to enter the correct routing and account numbers on your return.

5)  Sign and date your return

Don’t forget to sign your tax return at the bottom of Page 1. The return is not valid without a signature.

If married and filing jointly, you and your spouse must both sign the return. When you owe taxes and are paying by check, don’t forget to sign the check.

Note:

E-file your return to get the fastest tax refund.

If you already filed on paper this year, don’t e-file for the same tax year.

Before you contact DOR, you should wait up to 10 weeks to get:

  • Your refund or
  • A request from DOR for more information.

You may also go to Where’s My MA Income Tax Refund?



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