×
tax forms found in
Tax Form Code
Tax Form Name

Massachusetts Free Printable  for 2024 Massachusetts Estate, Trust, REMIC, and Farm Income

There are only 29 days left until tax day on April 16th! eFile your return online here , or request a six-month extension here .

It appears you don't have a PDF plugin for this browser. Please use the link below to download 2023-massachusetts-schedule-e-3.pdf, and you can print it directly from your computer.

Estate, Trust, REMIC, and Farm Income
Schedule E-3

Massachusetts Department of Revenue Schedule E-3 Estate, Trust, REMIC and Farm Income and (Loss) 2023 Form 1 and Form 1-NR/PY filers must use Schedule E-3 to report income and loss from estates, trusts, REMICs and farms. Separate Schedule(s) E-3 must be filed for each individual entity. Name Social Security number 1 2 3 4 5 6 7 8 9 Jon Snow Name of entity Fill in one only: ● Estate/trust  ● REMIC  ● Farm Federal Identification number Enter amount of 90% refundable PTE Excise Credit claimed from the Massachusetts K-1 issued by this entity (see Schedule E instructions): Income or (loss) from Estates and Trusts 1 Passive deduction or (loss) allowed. (Enter as positive amount.). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 2 Passive income (from U.S. Schedule K-1) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 3 Deduction or (loss) (from U.S. Schedule K-1). (Enter as positive amount.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 4 Other income (from U.S. Schedule K-1). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 5 Combine lines 2 and 4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 6 Combine lines 1 and 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 7 Estate and trust income or (loss). Combine lines 5 and 6. (Enter loss as negative amount.). . . . . . . . . . . . . . . . . . . . . . . . . 7 8 Estate or non-grantor type income taxed from Form 2, if included on line 7. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 9 Grantor type trust and non-Massachusetts estate and trust income or (loss). Subtract line 8 from line 7. (Enter loss as negative amount.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 10 Interest (other than from Massachusetts banks) and dividends if included in line 9. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 11 Adjustments to 5.0% income. Enclose statement. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 12 Subtotal. Combine lines 10 and 11. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 13 Income or (loss) from grantor-type trusts and non-Massachusetts estates and trusts. Subtract line 12 from line 9. (Enter loss as negative amount.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Income or Loss from Real Estate Mortgage Investment Conduits (REMICs) 14 Excess inclusion (from U.S. Schedule Q, line 2c). Not less than 0. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 15 Taxable income or net (loss) (from U.S. Schedule Q, line 1b). (Enter loss as negative amount.). . . . . . . . . . . . . . . . . . . . . 15 16 Income (from U.S. Schedule Q, line 3b). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 17 Combine lines 15 and 16. (Enter loss as negative amount.). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Farm Income 18 Net farm rental income or (loss) (from U.S. Form 4835). (Enter loss as negative amount.). . . . . . . . . . . . . . . . . . . . . . . . . 18  Fill in oval if showing a loss
Extracted from PDF file 2023-massachusetts-schedule-e-3.pdf, last modified October 2023

More about the Massachusetts Schedule E-3 Individual Income Tax TY 2023

We last updated the Estate, Trust, REMIC, and Farm Income in January 2024, so this is the latest version of Schedule E-3, fully updated for tax year 2023. You can download or print current or past-year PDFs of Schedule E-3 directly from TaxFormFinder. You can print other Massachusetts tax forms here.


eFile your Massachusetts tax return now

eFiling is easier, faster, and safer than filling out paper tax forms. File your Massachusetts and Federal tax returns online with TurboTax in minutes. FREE for simple returns, with discounts available for TaxFormFinder users!

File Now with TurboTax

Related Massachusetts Individual Income Tax Forms:

TaxFormFinder has an additional 126 Massachusetts income tax forms that you may need, plus all federal income tax forms. These related forms may also be needed with the Massachusetts Schedule E-3.

Form Code Form Name
Schedule E-1 Rental Real Estate and Royalty Income and Loss
Schedule EC Solar and Wind Energy Credit
Schedule E Reconciliation Total Supplemental Income and Loss
Schedule E-2 Partnership and S Corporation Income and Loss
Schedule EOAC Economic Opportunity Area Credit

Download all MA tax forms View all 127 Massachusetts Income Tax Forms


Form Sources:

Massachusetts usually releases forms for the current tax year between January and April. We last updated Massachusetts Schedule E-3 from the Department of Revenue in January 2024.

Show Sources >

About the Individual Income Tax

The IRS and most states collect a personal income tax, which is paid throughout the year via tax withholding or estimated income tax payments.

Most taxpayers are required to file a yearly income tax return in April to both the Internal Revenue Service and their state's revenue department, which will result in either a tax refund of excess withheld income or a tax payment if the withholding does not cover the taxpayer's entire liability. Every taxpayer's situation is different - please consult a CPA or licensed tax preparer to ensure that you are filing the correct tax forms!

Historical Past-Year Versions of Massachusetts Schedule E-3

We have a total of twelve past-year versions of Schedule E-3 in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:



TaxFormFinder Disclaimer:

While we do our best to keep our list of Massachusetts Income Tax Forms up to date and complete, we cannot be held liable for errors or omissions. Is the form on this page out-of-date or not working? Please let us know and we will fix it ASAP.

** This Document Provided By TaxFormFinder.org **
Source: http://www.taxformfinder.org/massachusetts/schedule-e-3