State of Massachusetts Personal Income Tax Extensions

Massachusetts Filing Due Date: State personal income tax returns are due by April 15 — or by the 15 th day of the 4 th month following the end of the taxable year (for fiscal year filers).

Extended Deadline with Massachusetts Tax Extension: Massachusetts offers a 6-month extension, which moves the filing deadline from April 15 to October 15 (for calendar year filers).

Massachusetts Tax Extension Form: If you aren’t making a payment with your state extension, you are required to electronically file your request. Additionally, taxpayers who need to make a payment of $5,000 or more must file their Massachusetts extension electronically. Your extension request should be submitted online using Massachusetts WebFile for Income: wfb.dor.state.ma.us/WebFile/Extension

If you aren’t subject to the electronic filing requirement, you can request a Massachusetts extension by submitting Form M-4868 on or before the original due date of your return. Remember to include payment for your Massachusetts tax with Form M-4868, if applicable.

Massachusetts Extension Payment Requirement: An extension of time to file does not give you more time to pay your Massachusetts income tax. All state tax payments are due by the original deadline of the return. Any tax not paid by the proper due date will be subject to interest and penalties. As long as you pay 80% of your Massachusetts tax liability by April 15, your Massachusetts extension will be valid.

Massachusetts Tax Extension Tips: You will automatically be granted a Massachusetts extension if 100% of your Massachusetts tax liability is paid by the original due date (April 15).

If you owe zero Massachusetts income tax for the taxable year, or you’re due a state tax refund, you can get a Massachusetts extension without having to file anything with the state.


Do You File a Massachusetts State Income Tax Return If You Have Zero Due?

by Michael Keenan

You may have to file a Massachusetts income tax return even if you don't owe any tax.

Just because you don't owe any Massachusetts income tax doesn't mean you're off the hook for filing a return. The threshold for how much income you need to have before Massachusetts requires you to file a return depends your status as a resident, part-year resident or non-resident.

As of the 2013 tax year, you're required to file a Massachusetts income tax return if you're a resident of the state and your Massachusetts gross income exceeds $8,000, regardless of how much or how little income tax you actually owe. Your Massachusetts gross income equals your federal gross income with a few adjustments. For example, interest on bonds issued by other states doesn't count toward your federal gross income, but does count toward your Massachusetts gross income.

If you only lived in Massachusetts for part of the year, you're required to file a Massachusetts tax return if the income you earned during the time you lived in the state exceeds $8,000 as of the 2013 tax filing year. For example, say you moved to Massachusetts in October. If you earned $7,500 over the rest of the year, you're off the hook because you earned less than $8,000 while a resident of the state.

If you're not a resident of Massachusetts, you may still be required to file a Massachusetts return if your income from Massachusetts sources exceeds the smaller of $8,000 or your prorated personal exemption. As of the 2013 tax year, your personal exemption equals $4,400 if you're single or $8,800 if you're married filing jointly. To figure your prorated exemption, multiply your exemption by the percentage of your income from Massachusetts sources. For example, if you have 60 percent of your income from Massachusetts sources and you're single, your prorated exemption is only $2,640.

If you've tied the knot, you still figure whether you're required to file a Massachusetts income tax return based on your income, not your combined income. For example, suppose you and your spouse lived in Massachusetts year-round. If you have $7,000 of income and your spouse has $7,000, neither of you is required to file a return. But if you have $9,000 and your spouse has $1,000, you're required to file, but your spouse isn't. Of course, you can still file a joint return to satisfy your filing obligations.

Mark Kennan is a writer based in the Kansas City area, specializing in personal finance and business topics. He has been writing since 2009 and has been published by "Quicken," "TurboTax," and "The Motley Fool."


Massachusetts: Tax Return Calculation for 2017 Tax Year

Tip: Social Security and Medicare are collectively known as FICA (Federal Insurance Contributions Act). Based on this calculation your FICA payments for 2017 are $4,590.00. You can see how your FICA is calculated including self-employed FICA deductions here.

The following tax calculation provides and overview of Federal and State Tax payments for an individual with no children and no special circumstances living in Massachusetts. You can produce a bespoke calculation which includes your family situation, your (and their) personal circumstances using the Massachusetts State Tax Form Calculator [updated for 2017 tax year ] with 2017 Tax tables and 2017 Refundable and non-refundable tax credits.

This tax calculation for an individual earning $ 60,000.00 Per year is provided to illustrate the standard Federal Tax, State Tax, Social Security and Medicare paid during the year (assuming no changes to salary and circumstance.

Massachusetts is used as the default State for for this combined Federal and State tax calculation, you can choose an alternate State using the 2017 State and Federal Tax calculator. This Massachusetts tax illustration is therefore an example of a tax bill for a single resident of Massachusetts with no children filing their tax return for the 2017 tax year.

Please note the Massachusetts tax calculator is free to use but we kindly ask that you like / share / tweet etc. about us. We need your support to grow and help keep this tax tool free, relevant and available to all. If you use add blocking software, we also kindly request that you add us to your whitelist. Advertising funds the servers and development time required to sustain this tool. Your support and understanding is deeply appreciated.

Federal and State Tax Balance (Withholdings Calculator)

The table below provides an indication of any outstanding tax which you may be liable for and/or any tax rebates due. Note: This tax rebate calculation is indicative only, whilst we aim to provide a 100% accurate tax calculation we DO NOT guarantee of the accuracy of the tax calculations herein. If you spot an error or bug, please report it in our Tax Forums


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