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Massachusetts taxes most retirement income and imposes an estate tax . The estate tax exemption is $1 million. Most states only tax the portion of the estate that exceeds the exemption amount, but that's not the case in Massachusetts. If an estate exceeds $1 million, the full value of the estate is taxed.

Anyone earning over $8,000 in Massachusetts annual gross income is required to file a state tax return. Those earning less than this amount do not need to file a return, but they can still file a return to claim refundable tax credits.

Tax Forms Federal forms and publications are available online at: irs.gov/forms. ... Massachusetts forms and instructions are also available online at: mass.gov/dor/forms. ... If you plan on filing electronically via the library's public computers: You may use the library's public computer stations for online tax preparation.

Massachusetts fully exempts Social Security retirement benefits, while taxing most other forms of retirement income. The Massachusetts estate tax has an exemption of just $1 million, tied for lowest in the U.S.

A resident is a person who maintains a permanent place of abode in Massachusetts and spends more than 183 days of the taxable year in Massachusetts. Whether a person maintains a permanent place of abode in Massachusetts is a factual determination.

You must be 70 or older. For Clauses 41C and 41C½, the eligible age may be reduced to 65 or older, by vote of the legislative body of your city or town. You must own and occupy the property as your domicile.