Eligible Massachusetts residents will receive tax relief this fall, either by mailed check or direct deposit equivalent to approximately 13% of their 2021 personal income tax.
No action is needed for Bay Staters to secure the tax credit, which is required under state law amid rising surplus income.
A total of $2.941 billion will be distributed, State Auditor Suzanne Bump announced Thursday as her office certified financial information previously released by the Revenue Department and incorporated into a supplementary budget tabled by Governor Charlie Baker in late August.
Massachusetts residents who file their 2021 state income tax returns by Oct. 17 are eligible for the refund, the Baker administration said Friday.
The tax credit can be lower than the 13% personal income tax – a figure that could change at the end of October once all 2021 tax returns have been filed – if there are ‘refund interceptions’ , including unpaid taxes and child support, among other variables .
Residents can determine their expected tax credit by visiting a state government webpage on Chapter 62F, the state law responsible for taxpayer refunds. Click here to access the Reimbursement Estimator on the webpage.
The tool asks people to fill in tax information such as their earned income credit, child and dependent care tax credit, and main circuit breaker credit, among other prompts.
Residents can request a copy of their 2021 Massachusetts tax returns on this webpage to help complete the refund estimate tool.
A call center is available to residents weekdays from 9 a.m. to 4 p.m. by dialing 877-677-9727. Representatives will not be able to split individual reimbursement amounts until checks have been issued.