There’s a November refund coming to Massachusetts taxpayers

Why are we getting a tax refund?

A law passed in 1986 triggers automatic tax refunds if the state reaches certain revenue targets. The law has only been triggered once, in 1987.

Who is eligible for a refund?

Both individuals who pay personal income tax and pass-through entities like S. Corporations.

How much is the refund?

In total roughly $2.97 billion will be returned to taxpayers.  In general individuals will receive approximately 13% of their Massachusetts personal income tax liability for Tax Year 2021.   You can estimate your refund here.  

Do I need to Apply?

The refunds will automatically be returned to taxpayers sometime in November. They will be based on 2022 tax returns.   There is no need to apply.

How will I receive my refund?

The Department of Revenue will distribute the money directly as checks or direct deposits.

When will I receive my refund?

Refunds are scheduled to begin going out in November 2022.

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