Preparing for Your MA Income Tax Filing

Posted on November 25, 2019

With the new year around the corner, many people have begun preparing for MA income tax filing. However, many people wait until the April deadline rolls around. If you fall into the second category, abc Payroll is here to help you with the process. Whether it’s time constraints or uncertainty holding you back, filing your income tax return doesn’t need to be a dreaded process.


The first step before any filing begins is to get up to date on tax changes. There are a variety of online resources, such as or, that can walk you through these new changes. Another option is to contact your trusted accountant, who will be in the know of any changes that could affect your situation.


Gathering Documents

Now that you’re ready to get going, you’ll need paperwork and a lot of it! Below is a list of documentation to gather before attempting to file your MA income tax return.

Copies of the previous year’s federal and state returns

Personal information for yourself, spouse, and dependents:

  • Legal name
  • Birth dates
  • Social security numbers

Record of all earnings. This includes W-2 forms from each employer and any 1099-MISC forms you’ve received from contracted work hours.

Record of earned interest and dividends from investments or banks. These can include 1099-INT, 1099-DIV, etc.

Proof of health coverage (1099-HC, 1095-B, etc.)

Records of paid school tuition and student loan interest paid (1098-T)

Record and total of child care expenses with provider information:

  • Establishment Name
  • Employer ID (EIN)
  •  Social security number (if private care)

Records of received Social Security benefits (SSA-1099)

Record of received pensions or annuities (1099-R)

Unemployment wage statements (1099-G)

Total rent paid with landlord or agent’s name and address

Records of medical expenses (cancelled checks or receipts)

Mortgage interest (1040) and property tax paid

Receipts from chartable donations with organization information

  • Name
  • Address
  • EIN

Bank account and routing numbers for direct deposit of a refund

MA income tax

Although this sounds overwhelming, with the proper preparation and organization, filing your MA income tax return can be a breeze. However, if you’re still a bit stressed, it may be time to contact the team at abcPayroll. We are here to assist with bookkeeping and income tax preparations over the year. For more information, contact us today at (978) 251-3003.