Massachusetts State Tax Refund

More than three million Massachusetts taxpayers will be getting some money back from the state starting in November.

Massachusetts is returning $2.941 billion in excessive revenue to taxpayers, thanks to an obscure law from 1986. The ballot question called “Chapter 62F” allows for tax rebates when the state budget is overflowing.

Eligible taxpayers will receive a credit in the form of a refund that is approximately 13% of their Massachusetts Tax Year 2021 personal income tax liability. 13% is a preliminary estimate and will be finalized in late October, after all 2021 tax returns are filed.

To be eligible, you must have paid personal income taxes in Massachusetts in the 2021 tax year and filed a 2021 state tax return on or before October 17, 2022. If you are eligible for a refund, you don’t need to do anything. You will either get a check in the mail or a direct deposit refund in November.

The state has created a refund estimator to help taxpayers get an idea of what their rebate will be.

An individual’s credit may be reduced due to refund intercepts, including for unpaid taxes, unpaid child support, and certain other debts.

A call center at 877-677-9727 will be available to answer questions about refunds, but they will not be able to give you exact refund amounts.