Ma Form Resident – Fill Out and Use This PDF

The Ma Resident form, formally known as the Massachusetts Resident Income Tax Return, is a document that individuals residing in Massachusetts must complete annually to report their income to the state's Department of Revenue. This form requires taxpayers to detail their earnings, calculate deductions, exemptions, and identify any owed taxes or potential refunds. Individuals are encouraged to file electronically for a faster refund and must remember to include Schedule HC if applicable.

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Ma Form Resident PDF Details

Filing taxes is an essential duty for residents in Massachusetts, and the Massachusetts Resident Income Tax Return, known as Form 1, plays a pivotal role in this annual process. This form, designated for the 2020 tax year by the Massachusetts Department of Revenue, requires completion in black ink and suggests electronic filing for quicker refunds via the state's official website. It requests detailed taxpayer information, including social security numbers for the taxpayer and spouse, mailing address, and more specific items such as if the return is original, amended, or amended due to federal changes. Additionally, Form 1 accommodates various taxpayer situations by including sections for veterans of U.S. armed services, deceased taxpayers, those under 18, and noncustodial parents. It also covers income reporting, deductions, exemptions—personal, dependent, age, blindness, medical, dental, and adoption—calculates taxable income, tax amount due, and addresses direct deposit for refunds. Furthermore, it incorporates schedules for specific deductions and credits, indicating a comprehensive approach to capturing a taxpayer's financial situation. It extends the opportunity to contribute to state election campaigns, various public funds, and addresses specific tax situations such as no tax status and voluntary fund contributions, encapsulating the diverse aspects of a resident's fiscal responsibilities and opportunities for support within the state.

Question	Answer
Form Name	Ma Form Resident
Form Length	4 pages
Fillable?	No
Fillable fields	0
Avg. time to fill out	1 min
Other names	mass fillable forms, massachusetts form 1 fillable pdf, ma fillable forms, mass form 1

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																																								Fill out in black ink.
																																								Fill out in black ink.
																																		For a faster refund, file your return electronically at mass.gov/dor.
																																				You must also complete and enclose Schedule HC.																						2020


Massachusetts Department of Revenue
Form 1 Massachusetts Resident Income Tax Return
TAXPAYER’S FIRST NAME														M.I.				LAST NAME																																	TAXPAYER’S SOCIAL SECURITY NUMBER



SPOUSE’S FIRST NAME														M.I.				LAST NAME																																	SPOUSE’S SOCIAL SECURITY NUMBER



MAILING ADDRESS (no. & street; apt./suite/postal box). If you have a foreign address, also complete line below.																																			CITY/TOWN																			STATE				ZIP



FOREIGN PROVINCE/STATE/COUNTY																																			FOREIGN COUNTRY (OR COUNTRY CODE)																			FOREIGN POSTAL CODE



Fill in if (see instructions):								Original return																						Amended return									Amended return due to federal change
State Election Campaign Fund (this contribution will not change your tax or reduce your refund)																																										$1 Taxpayer										$1 Spouse						. . . .					Total $
																																										$1 Taxpayer										$1 Spouse						. . . .					Total $
Fill in if veteran of U.S. armed services who served in Operation Enduring Freedom, Iraqi Freedom, Noble Eagle or Sinai Peninsula.																																																	.	.	.			Taxpayer										Spouse
Fill in appropriate oval(s) if taxpayer(s) is deceased. See instructions.																												.. . . . . . . . . .											. . . . . . . . . . . . .											.		.			Taxpayer										Spouse
Fill in if under age 18. See instructions.								. . .. . . . . . . . . . . . . . . . . . .																															. . . . . . . . . . . . . .											.					Taxpayer										Spouse
Fill in if name has changed since 2019 .								. . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Fill in if noncustodial parent.	.	.	.	.	.	.	.	.	.	.	.	.	.	.	.	.	.	.	.	.	.	.	.	.	.	.	.	.	.	.	.	. .	.	. . .	. . . .	. . . .	. . .	.	. . .	. . . .	. .	. .	. . .	.	. .	.	. . . .	. . . .	.	.	.	. . .	.	. .	. .	. .	. .	.	. .	.	. . .	.	. . .	.	. .
Fill in if filing Schedule TDS. See instructions
																																																5 IF A LOSS, MARK AN X IN BOX
a Total federal income (from U.S. Form 1040, line 9) .																					. . . . . . . . . . . . . . .																		. . . .			. . . .				. a																			0	0
a Total federal income (from U.S. Form 1040, line 9) .																					. . . . . . . . . . . . . . .																		. . . .			. . . .				. a
b Total federal adjusted gross income (from U.S. Form 1040, line 11)																																	. . . . . . . .						. . . . .			. . . .					b																		0	0
																																	. . . . . . . .						. . . . .			. . . .					b

1FILING STATUS. Fill in one only.

	Single	Head of household (see instructions)
Married filing joint return (both must sign return)		You are a custodial parent who has released claim to exemption for child(ren)
	Married filing separate return (must enter spouse’s name and Social Security number in the appropriate areas above)

2EXEMPTIONS

a. Personal exemptions. If single or married filing separately, enter $4,400. If head of household, enter $6,800. If married filing jointly, enter $8,800. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2a

.b. Number of dependents (do not include yourself or your spouse). Enclose Schedule DI				. .	.Total	× $1,000 = 2b
c. Age 65 or over before 2021	You	Spouse	. . . . . . . .	. .	. Total		× $1,700 = 2c

d. Blindness	You	Spouse	. . . . . . . .	. .	. Total		× $2,200 = 2d


e. Medical/dental (from U.S. Schedule A, line 4). .		. . . . . . . . . .	. . . . .	. . . . .	. . . . .	. . . . .2e
f. Adoption. See instructions . .	. . . . . . . . . . . . . . . . . .		. . . .	. . . . .	. . . . .	. . . . . 2f
g. TOTAL EXEMPTIONS. Add lines 2a through 2f. Enter here and on line 18			. . . . . . . . .	. . . . . . . . . .		2g

SIGN HERE. Under penalties of perjury, I declare that to the best of my knowledge and belief this return and enclosures are true, correct and complete.

YOUR SIGNATURE	DATE	SPOUSE’S SIGNATURE	DATE
	/	/	/	/
TAXPAYER’S E-MAIL ADDRESS			TAXPAYER’S PHONE

Be sure to enclose any forms or schedules (W-2, W-2G, 1099, 3K-1, SK-1, PWH or LOA) that show Massachusetts withholding.

2020 FORM 1, PAGE 2

TAXPAYER’S FIRST NAME

M.I. LAST NAME

TAXPAYER’S SOCIAL SECURITY NUMBER

INCOME

3 Wages, salaries, tips and other employee compensation (from all Forms W-2). . . . . . . . . . . . . . . . . .3

4Taxable pensions and annuities. Attach any Form(s) 1099-R with Massachusetts withholding. See instructions. . . . . . . . .4

Massachusetts bank interest

Exemption amount. If married filing jointly, enter $200; otherwise enter $100.

5 a.		0	0	b.	0	0			a – b (not less than 0) = 5					0	0
5 a.				b.					a – b (not less than 0) = 5				0		0
6 a. Business/profession income or loss. Enclose Schedule C					. . . . . . . . . . . .				. . . . . . . .6a				0		0
6 a. Business/profession income or loss. Enclose Schedule C					. . . . . . . . . . . .				. . . . . . . .6a
	b. Farming income or loss. Enclose U.S. Schedule F									6b			0		0
	b. Farming income or loss. Enclose U.S. Schedule F				. . .	. . . . .	. . . .			6b
7	If you are reporting rental, royalty, REMIC, partnership, S corporation, or trust income or loss, see instructions									7			0		0
7										7
8 a. Unemployment compensation. See instructions											8a			0	0
					. . .	. . . . .	. . . . .

	b. Massachusetts state lottery winnings								. . . . . . .	. .	8b			0	0
	b. Massachusetts state lottery winnings								. . . . . . .	. .	8b

9	Other income from Schedule X, line 5. Enclose Schedule X; not less than 0. .							. . . . . .	. . . . . . .	. . .	9			0	0
9								. . . . . .	. . . . . . .	. . .	9		0		0
10	TOTAL 5.0% INCOME. Add lines 3 through 9. Be sure to subtract any losses in lines 6 or 7								. . . . . . .	10			0		0
10									. . . . . . .	10
	DEDUCTIONS
11	DEDUCTIONS													0	0
	a. Amount you paid to Social Security, Medicare, Railroad, U.S. or Massachusetts retirement. Not more than $2,000										. . . . .	. 11a		0	0
											. . . . .	. 11a
	b. Amount spouse paid to Social Security, Medicare, Railroad, U.S. or Massachusetts retirement. Not more than $2,000											. . 11b		0	0
												. . 11b

12	Child under age 13, or disabled dependent/spouse care expenses (from worksheet)											12		0	0
									. . . . . . . . . .

13Dependent member(s) of household under age 12, or dependent(s) age 65 or over (not you or your spouse) as of December. 31, 2020, or disabled dependent(s)

(only if single, head of household or married filing joint return and not claiming line 12).
		0	0
a. Enter the number of qualifying dependents, but not more than two, in the box and then multiply by $3,600	× $3,600 = 13	0	0

14Rental deduction. Total rental deduction cannot exceed $3,000 ($1,500 if married filing separately). See instructions.

	. . . . . . . . . . . . . . . . . . .a. Enter the total qualified rent paid in 2020 in the box then divide by 2					0	0	÷ 2 = 14	0	0
								÷ 2 = 14
15	Other deductions from Schedule Y, line 19. Enclose Schedule Y			. .	.	15			0	0
15				. .	.	15
16	TOTAL DEDUCTIONS. Add lines 11 through 15 . .	. . . . . . . . . . . . . . . . . . . . . .		. . .		.16			0	0
16	TOTAL DEDUCTIONS. Add lines 11 through 15 . .	. . . . . . . . . . . . . . . . . . . . . .		. . .		.16
17	5.0% INCOME AFTER DEDUCTIONS. Subtract line 16 from line 10. Not less than 0			. .	.	17			0	0
17				. .	.	17
18	Total exemption amount (from line 2g)					18			0	0
		. . . . . .	. . . . . . . . . . . . . . . .

19	5.0% INCOME AFTER EXEMPTIONS. Subtract line 18 from line 17. Not less than 0. If line 17 is less
19									0	0
	than line 18, see instructions			. .	.	19			0	0
	than line 18, see instructions			. .	.	19

20	INTEREST AND DIVIDEND INCOME (from Schedule B, line 38). Not less than 0. Enclose Schedule B .			. .	.	.20			0	0
20				. .	.	.20
21	TOTAL TAXABLE 5.0% INCOME. Add lines 19 and 20 . .		. . . . . . . . . . . . . . . . . . .	. .	.	.21			0	0
21	TOTAL TAXABLE 5.0% INCOME. Add lines 19 and 20 . .		. . . . . . . . . . . . . . . . . . .	. .	.	.21

2020 FORM 1, PAGE 3

TAXPAYER’S FIRST NAME

M.I. LAST NAME

TAXPAYER’S SOCIAL SECURITY NUMBER

22TAX ON 5.0% INCOME (from tax table). If line 21 is more than $24,000, multiply by .05.

Note: If choosing the optional 5.85% tax rate, fill in oval and see instructions

. . . . . . . . . . . . . .22

2312% INCOME (from Schedule B, line 39). Not less than 0. Enclose Schedule B.

a.									0	0	. . . . . . . . . . . . . . . . . . . . . . . . . × .12 = 23
a.

24TAX ON LONG-TERM CAPITAL GAINS (from Schedule D, line 22). Not less than 0. Enclose Schedule D.

	If filing Schedule D-IS, Installment Sales, fill in oval and enclose Schedule D-IS	. . . . . . . . .	.	.	.	24
	If excess exemptions were used in calculating lines 20, 23 or 24, fill in oval and see instructions
25	Credit recapture amount. Enclose Schedule CRS. See instructions		.	.	.	25
26	Additional tax on installment sales. See instructions		.	.	.	26
27	If you qualify for No Tax Status, fill in oval and enter 0 in line 28 (from worksheet)
28	TOTAL INCOME TAX. Add lines 22 through 26		.	.	.	28
29	CREDITS
29	Limited Income Credit (from worksheet)		.	.		.29
30	Income tax due to another state or jurisdiction (from worksheet). Not less than 0. Enclose Schedule OJC. .		.	.	.	30
31	Other credits (from Schedule CMS)		.	.		.31
32	INCOME TAX AFTER CREDITS. Subtract total of lines 29 through 31 from line 28. Not less than 0 . . . .		.	.		.32

33Voluntary fund contributions


a. Endangered Wildlife Conservation. .			. . . . . . . . . . . . . . . . . . .		. . .	. . . . .	. . . . .	. . . . . 33a
b. Organ Transplant. .	. . . . . . . . . . . . . . . . . . . . . . . . .				. . .	. . . . .	. . . . .	. . . . . 33b
c. Massachusetts Public Health HIV and Hepatitis Fund . .				. . . . . . . . . . .	. . .	. . . . .	. . . . .	. . . . . 33c
d. Massachusetts U.S. Olympic. .		. . . . . . . . . . . . . . . . . . . . .			. . .	. . . . .	. . . . .	. . . . . 33d
e. Massachusetts Military Family Relief.			. . . . . . . . . . . . . . . . . . .		. . .	. . . . . . . . . .		. . . . . 33e
f. Homeless Animal Prevention And Care			. . . . . . . . . . . . . .	. . . . . . . . . . . . . . . . . . . .	. . .				33f
Total. Add lines 33a through 33f . .		. . . . . . . . . . . . . . . . . . . .			. . .	. . . . .	. . . . .	. . . .	33
34 Use tax due on Internet, mail order and other out-of-state purchases (from worksheet)..					. . .	. . . . .	. . . . .	. . . .	34

35Health Care penalty. Not less than 0 (from worksheet). Enclose Schedule HC.

	a. You	0	0	b. Spouse	0	0	Total	.	. . . a + b = 35
36	a. You			b. Spouse			Total	.	. . . a + b = 35
	AMENDED RETURN ONLY. Overpayment from original return. Not less than 0. See instructions								36


37	INCOME TAX AFTER CREDITS, CONTRIBUTIONS, USE TAX and HC PENALTY. Add lines 32 through 36. .							.	37
37								.	37

0 0

2020 FORM 1, PAGE 4

TAXPAYER’S FIRST NAMEM.I. LAST NAMETAXPAYER’S SOCIAL SECURITY NUMBER

MASSACHUSETTS WITHHOLDING, PAYMENTS AND REFUNDABLE CREDITS

38	Massachusetts income tax withheld. Be sure to enclose any forms or schedules (W-2, W-2G, 2G, 1099, 3K-1, SK-1,
38															0		0
	PWH-WA or LOA) that show Massachusetts withholding					38									0		0
39	PWH-WA or LOA) that show Massachusetts withholding					38
	2019 overpayment applied to your 2020 estimated tax (from 2019 Form 1, line 49 or Form 1-NR/PY, line 53.
															0		0
	Do not enter 2019 refund				.	39									0		0
	Do not enter 2019 refund				.	39

40	2020 Massachusetts estimated tax payments. Do not include line 39 amount				.	.40									0		0
40					.	.40
41	Payments made with extension				.	41									0		0
41	Payments made with extension				.	41
42	AMENDED RETURN ONLY. Payments made with original return. Not less than 0. See instructions				.	.42									0		0
42					.	.42
43	EARNED INCOME CREDIT.
43	EARNED INCOME CREDIT.		0	0											0	0
	a. Number of qualifying children	b. Amount from U.S. return	0	0	.	.	43b × .30 = 43								0	0
	Note: You cannot claim the Earned Income Credit if your filing status is married filing separately unless you qualify for an exception (see instructions). Fill in oval if
	you qualify for this exception.

44	Senior Circuit Breaker Credit. Enclose Schedule CB				. . .		. . . . . 44								0		0
44	Senior Circuit Breaker Credit. Enclose Schedule CB				. . .		. . . . . 44
45	Other refundable credits (from Schedule CMS)				.	45									0		0
45	Other refundable credits (from Schedule CMS)				.	45
46	Excess Paid Family Leave withholding. See instructions				.	.46									0		0
46	Excess Paid Family Leave withholding. See instructions				.	.46
47	TOTAL. Add lines 38 through 46				.	47									0		0
47	TOTAL. Add lines 38 through 46				.	47
48	OVERPAYMENT. If line 37 is smaller than line 47, subtract line 37 from line 47. If line 37 is larger than line 47,
48															0		0
	go to line 51. If line 37 and line 47 are equal, enter 0 in line 50					48									0		0
						48

49	Amount of overpayment you want APPLIED to your 2021 ESTIMATED TAX					49									0		0
49						49
50	THIS IS YOUR REFUND. Subtract line 49 from line 48.
50	THIS IS YOUR REFUND. Subtract line 49 from line 48.							R	E	F	U	N	D		0	0
	Mail to: Massachusetts DOR, PO Box 7000, Boston, MA 02204					50		R	E	F	U	N	D		0	0
	Mail to: Massachusetts DOR, PO Box 7000, Boston, MA 02204					50
	Direct deposit of refund. See instructions.					Type of account (select one):								Checking
	Routing number (first two digits must be 01 to 12 or 21 to 32) Account number													Savings



51	TAX DUE. Subtract line 47 from line 37. Pay in full online at mass.gov/masstaxconnect				.	.51									0		0
51					.	.51

Or pay by mail. Make check payable to Commonwealth of Massachusetts. Write Social Security number(s) in memo section of check and be sure to sign check. Mail to: Massachusetts DOR, PO Box 7003, Boston, MA 02204.

These amounts will affect your refund or tax due:

Interest

0 0

Penalty

0 0

M-2210 amount	0	0
M-2210 amount
Exception. Enclose Form M-2210.

PRINT PAID PREPARER’S NAME	PAID PREPARER’S SSN or PTIN		PAID PREPARER’S PHONE		DATE
	/ /		(	)
PAID PREPARER’S SIGNATURE	PAID PREPARER’S EIN

Fill in if self-employed	DOR may discuss this return with the preparer	I do not want my preparer to file my return electronically

BE SURE TO SIGN RETURN ON PAGE 1 AND ENCLOSE SCHEDULE HC.

FOR PRIVACY ACT NOTICE, SEE INSTRUCTIONS.

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Step 1: Search for the button "Get Form Here" and select it.

Step 2: Now you may enhance the form 2019 mass. You need to use the multifunctional toolbar to insert, delete, and alter the content material of the file.

These areas are going to make up the PDF form:

mass income tax form 1 blanks to consider

Write down the expected information in the segment b Total federal adjusted gross, FILING STATUS Fill in one only, Single Married filing joint return, Head of household see instructions, EXEMPTIONS, a Personal exemptions If single or, jointly enter, b Number of dependents do not, c Age or over before, d Blindness, You, You, Spouse, Spouse, and e Medicaldental from US Schedule A.

mass income tax form 1 b Total federal adjusted gross, FILING STATUS Fill in one only, Single Married filing joint return, Head of household see instructions, EXEMPTIONS, a Personal exemptions If single or, jointly enter, b Number of dependents do not, c Age or over before, d Blindness, You, You, Spouse, Spouse, and e Medicaldental from US Schedule A fields to fill

Make sure you point out the essential particulars from the Be sure to enclose any forms or part.

part 3 to filling out mass income tax form 1

The space TAXPAYERS FIRST NAME, LAST NAME, TAXPAYERS SOCIAL SECURITY NUMBER, INCOME, Wages salaries tips and other, Taxable pensions and annuities, Massachusetts bank interest, Exemption amount If married filing, a b not less than, a Businessprofession income or, b Farming income or loss Enclose, If you are reporting rental, a Unemployment compensation See, b Massachusetts state lottery, and Other income from Schedule X line is where to put both parties' rights and obligations.

mass income tax form 1 TAXPAYERS FIRST NAME, LAST NAME, TAXPAYERS SOCIAL SECURITY NUMBER, INCOME, Wages salaries tips and other, Taxable pensions and annuities, Massachusetts bank interest, Exemption amount If married filing, a b not less than, a Businessprofession income or, b Farming income or loss Enclose, If you are reporting rental, a Unemployment compensation See, b Massachusetts state lottery, and Other income from Schedule X line fields to fill out

Check the sections Dependent members of household, only if single head of household, a Enter the number of qualifying, Rental deduction Total rental, a Enter the total qualified rent, Other deductions from Schedule Y, TOTAL DEDUCTIONS Add lines, INCOME AFTER DEDUCTIONS Subtract, Total exemption amount from line, INCOME AFTER EXEMPTIONS Subtract, than line see instructions, INTEREST AND DIVIDEND INCOME from, and TOTAL TAXABLE INCOME Add lines and next fill them in.

mass income tax form 1 Dependent members of household, only if single head of household, a Enter the number of qualifying, Rental deduction Total rental, a Enter the total qualified rent, Other deductions from Schedule Y, TOTAL DEDUCTIONS Add lines, INCOME AFTER DEDUCTIONS Subtract, Total exemption amount from line, INCOME AFTER EXEMPTIONS Subtract, than line see instructions, INTEREST AND DIVIDEND INCOME from, and TOTAL TAXABLE INCOME Add lines blanks to complete

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