2022 Tax Information

Most Used Forms

State 

• Form 1 - Massachusetts Resident Income Tax Return
• Form 1-NR/PY - Massachusetts Nonresident/Part-Year Tax Return
• Schedule HC - Health Care Information
• Schedule CB - Circuit Breaker Credit
• Estimated Tax Payments

Federal

• Form 1040 - U.S. Individual Income Tax Return
• Form 1040 SR - U.S. Tax Return for Seniors
• Form 1040 NR - U.S. Nonresident Alien Income Tax Return 
• Schedule 1 - Additional Income and Adjustments to Income

Use Schedule 1 if you have additional income such as unemployment compensation, rent and royalty income, or gambling winnings or to report adjustments to income such as student loan interest payments, self-employment taxes, or educator expenses.

• Schedule 2 - Additional Taxes

Use Schedule 2 if you owe other taxes such as self-employment taxes, household employee taxes, or alternative minimum tax (AMT); if you received distributions or made excess contributions to certain retirement plans or tax-favored accounts; or if you need to repay excess advance premium tax credit.

• Schedule 3 - Additional Credits and Payments

Use Schedule 3 if you can claim credits not listed on Form 1040 or 1040 SR such as the Foreign Tax Credit, Child and Dependent Care Credit, or Credit for the Elderly or Disabled or for reporting other taxes you might have paid such as amounts paid with an extension request or excess Social Security tax withheld.

• Schedule A - Itemized Deductions
• Schedule B - Interest and Ordinary Dividends
• Schedule C - Profit or Loss from Business
• Schedule D - Capital Gains and Losses
• Form 8949 - Sales and Other Dispositions of Capital Assets (file with Schedule D)
• Schedule E - Supplemental Income and Loss
• Schedule EIC - Earned Income Credit
• Form 2441 - Child and Dependent Care Expenses
• Form 8812 - Additional Child Tax Credit
• Schedule R - Credit for the Elderly or Disabled
• Schedule SE - Self-Employment Tax
• Form 1040-ES - Estimated Tax for Individuals
• Form 1040-V - Payment Voucher
• Form W-9 - Request for Taxpayer Identification Number and Certification