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State tax filing
Here is what I found. Was there any income that needed to be added back into your Massachusetts income?
- You must be a Massachusetts resident or part-year resident.
- You must be 65 or older by January 1, 2020.
- You must file a Massachusetts personal income tax return.
- You must own or rent residential property in Massachusetts and occupy it as your primary residence.
- For tax year 2019, your total Massachusetts income doesn't exceed:
- $60,000 for a single individual who is not the head of a household.
- $75,000 for a head of household.
- $90,000 for married couples filing a joint return.
- If you are a homeowner, your Massachusetts property tax payments, together with half of your water and sewer expense, must exceed 10% of your total Massachusetts income for the tax year.
Amounts included in or considered Massachusetts gross income
Income you earned abroad as a Massachusetts resident - This is added back to get Massachusetts income.
Employee contributions to a qualified Massachusetts pension plan - This is added back to get Massachusetts gross income. The maximum allowed deduction is $2,000 per taxpayer, and the payments added back are reflected in Form W-2, Box 16. This amount will be more than the amount shown as Federal wages in Box 1 of the W-2.
Interest income from state and local obligations (other than Massachusetts) - Subtract these amounts on Massachusetts Schedule B, Line 6.
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‎February 9, 2020
3:06 PM