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Which state forms to include if my MA return seems to print with more forms than needed

Forum|Forum|5 years ago
May 14, 2021
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I completed my Massachusetts return and printed it for mailing. It seems to print with several additional forms at the end, so I wanted to confirm which of the following should be included. It prints with Form 1, Schedule X&Y, Schedule B, Schedule D, Schedule INC, and Schedule HC, which seem like they are required. Then comes:

M-2210: Do I need to include it? My tax due is about $100, so I am not sure why Turbotax included this form (showing there is no underpayment penalty) if my tax due is below $400 anyway (threshold for penalty).

Schedule HC Worksheet: It says "keep for your records" so I will not file this worksheet.

Form 1 Schedule B Line 6, Other Interest and Dividends Excluded Statement: says "attach to your return" so I will include it.

1040 Schedule 😧 Should I include it? I am not sure why it included this from the federal return.

Or is there a place where I can print off my return from the desktop program the required forms to be mailed only without the additional worksheets and any forms not needed?

Thanks!

Best answer by ErnieS0

Include Form M-2210 and the federal forms.

M-2210 is necessary to show Massachusetts that you do not owe the underpayment penalty. Otherwise the state may assume that you owe a penalty.

Massachusetts uses federal income so it requires certain federal forms to show how the Schedule B and Schedule D totals were calculated.

You print use Print Center (upper right corner) and select All official forms required for filing. That option will print all the forms you need to send.

E

ErnieS0Answer

Include Form M-2210 and the federal forms.

M-2210 is necessary to show Massachusetts that you do not owe the underpayment penalty. Otherwise the state may assume that you owe a penalty.

Massachusetts uses federal income so it requires certain federal forms to show how the Schedule B and Schedule D totals were calculated.

You print use Print Center (upper right corner) and select All official forms required for filing. That option will print all the forms you need to send.

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