Useful Links
Where's my state refund?
To check the status of your personal state income tax refund, you’ll need the following information:
- Your Social Security Number or Individual Taxpayer Identification Number
- Tax year of the refund
- Amount of refund
If you've already filed your taxes and have not received your refund, click below to check the status of your Massachusetts refund:
Where's my federal refund?
To check the status of your personal federal income tax refund, you’ll need the following information:
- Your Social Security Number or Individual Taxpayer Identification Number
- Your filing status
- Your exact refund amount
If you've already filed your taxes and have not received your refund, click below to check the status of your federal refund:
Setting up payment plans with the IRS
To set up payment plans with the IRS...
You will need the following:
- Name exactly as it appears on your most recently filed tax return
- Valid e-mail address
- Address from most recently filed tax return
- Date of birth
- Filing status
- Your Social Security Number or Individual Tax ID Number (ITIN)
- Based on the type of agreement requested, you may also need the balance due amount
- To confirm your identity, you will need:
- financial account number or
- mobile phone registered in your name or
- activation code received by postal mail (takes 5 to 10 business days)
- If you previously registered for an Online Payment Agreement, Get Transcript, or any Identity Protection PIN (IP PIN), you should log in with the same user ID and password. You will need to confirm your identity by providing the additional information listed above if you haven't already done so.
Click below to find out if you qualify to set up a payment plan with the IRS and for additional information:
Setting up payment plans with the state
To set up payment plans with the state...
You can choose from several different payment options:
- Electronic Funds Transfer (ACH Debit)
- Credit card
- Check or
- Money Order.
You will need the following:
- Your legal name
- Your Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN)
- Your payment voucher if you are making a bill payment.
Click below for more information on setting up a payment with the state of Massachusetts:
What's a Form W-4?
Form W-4 is used so that your employer can withhold the correct federal income tax from your pay. Consider completing a new Form W-4 each year and when your personal (married, dependents, etc.) or financial situation changes.
Click this link to access the 2023 Form W-4: https://www.irs.gov/pub/irs-pdf/fw4.pdf