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Massachusetts Free Printable M-2210A for 2024 Massachusetts Annualized Income Installment Worksheet

Form M-2210A is obsolete, and is no longer supported by the Massachusetts Department of Revenue.

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Annualized Income Installment Worksheet
M-2210A

Rev. 9/15 Massachusetts Form M-2210A Annualized Income Installment Worksheet Department of Revenue Payment Period 11 Taxable 5.15% income each period (including 3 long-term capital gain income taxed at 5.15%) . . . 12 Annualization amount . . . . . . . . . . . . . . . . . . . . . . 13 Multiply line 1 by line 2 . . . . . . . . . . . . . . . . . . . . . 14 Tax on amount in line 3. Multiply line 3 by .0515 15 Taxable 12% income each period. . . . . . . . . . . . . 16 Annualization amount . . . . . . . . . . . . . . . . . . . . . . 17 Multiply line 5 by line 6 . . . . . . . . . . . . . . . . . . . . . 18 Tax on amount in line 7. Multiply line 7 by .12. . . . 09 Total tax. Add lines 4 and 8. . . . . . . . . . . . . . . . . . 10 Total credits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Total tax after credits. Subtract line 10 from line 9 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Applicable percentage . . . . . . . . . . . . . . . . . . . . . 13 Multiply line 11 by line 12 . . . . . . . . . . . . . . . . . . . 14 Enter the combined amounts of line 20 from all preceding periods . . . . . . . . . . . . . . . . . . . . . . . 15 Subtract line 14 from line 13. If less than “0” enter “0”. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Divide line 6 of Form M-2210 by 4 and enter result in each column. . . . . . . . . . . . . . . . . . 17 Enter the amount from line 19 of this worksheet for the preceding column. . . . . . . . . . . 18 Add lines 16 and 17 . . . . . . . . . . . . . . . . . . . . . . . 19 If line 18 is more than line 15, subtract line 15 from line 18. Otherwise enter “0”. . . . . . . . 20 Enter the smaller of line 15 or line 18 here and on Form M-2210, line 7 . . . . . . . . . . . . . . . . . Jan. 1–March 31 Jan. 1–May 31 Jan. 1–August 31 Jan. 1–December 31 4 2.4 1.5 1 4 2.4 1.5 1 20% 40% 60% 80% General Information Taxpayers who fail to pay 80% of their total tax liability through withholding and/or estimated payments are required to file Form M-2210, “Underpayment of Massachusetts Estimated Income Tax.” Most taxpayers use this form to calculate their underpayment penalty based on their required installment payments — four equal payment amounts due on April 15, June 15, September 15 of the taxable year and January 15 of the following year. Taxpayers may qualify for an exception to, or reduction of, the penalty for one or more quarters if they receive their taxable income unevenly during the year. Such taxpayers should use the Annualized Income Installment Worksheet to calculate payment amounts and penalties proportionate to their uneven flow of income. Worksheet Instructions Before completing this worksheet, you must complete lines 1 through 6 of Form M-2210. Be sure to complete each column of this worksheet fully before going on to the next column. To determine your annualized income installments, figure your taxable 5.15% and 12% incomes for each installment period. Use this worksheet to calculate your annualized 5.15% and 12% incomes for each period and determine the applicable tax due on each amount. Add the 5.15% and 12% tax amounts and multiply by the installment percentage in line 12. If you make an installment payment based on annualized income, complete lines 14 through 20 to calculate the difference between the required installment payment and the annualized installment payment you make. This difference must be added to the required installment payment for the next period. For example, if your required installment payment is $500 and your annualized income for the period allows you to pay an installment of $300, you must add the difference — $200 — to the required installment payment of the next period. Transfer the annualized income installment amounts in line 20 of this worksheet to line 7 of Form M-2210. Complete Form M-2210 using the adjusted installment amounts from this worksheet. For information about completing Form M-2210 using annualized installment amounts, refer to the instructions on that form.
Extracted from PDF file 2020-massachusetts-form-m-2210a.pdf, last modified October 2015

More about the Massachusetts Form M-2210A Individual Income Tax Estimated

Taxpayers who fail to pay 80% of their total tax liability through withholding and/or estimated payments are required to file Form M-2210, “Underpayment of Massachusetts Estimated Income Tax.” Most taxpayers use this form to calculate their underpayment penalty based on their required installment payments — four equal payment amounts due on April 15, June 15, September 15 of the taxable year and January 15 of the following year. Taxpayers may qualify for an exception to, or reduction of, the penalty for one or more quarters if they receive their taxable income unevenly during the year. Such taxpayers should use the Annualized Income Installment Worksheet to calculate payment amounts and penalties proportionate to their uneven flow of income.

We last updated the Annualized Income Installment Worksheet in July 2021, and the latest form we have available is for tax year 2020. This means that we don't yet have the updated form for the current tax year. Please check this page regularly, as we will post the updated form as soon as it is released by the Massachusetts Department of Revenue. You can print other Massachusetts tax forms here.

Other Massachusetts Individual Income Tax Forms:

TaxFormFinder has an additional 126 Massachusetts income tax forms that you may need, plus all federal income tax forms.

Form Code Form Name
Form 1 Resident Income Tax Return
Form 1-NR/PY Nonresident or Part-Year Resident Income Tax Return
Form 1-ES Instructions Estimated Income Tax Forms & Instructions
Form M-4868 Application for Automatic Six-Month Extension of Time to File Massachusetts Income Tax Return
Form 1 Instructions Individual Income Tax Instructions

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 Form M-2210A from the Department of Revenue in July 2021.

Show Sources >

Form M-2210A is a Massachusetts Individual Income Tax form. While most taxpayers have income taxes automatically withheld every pay period by their employer, taxpayers who earn money that is not subject to withholding (such as self employed income, investment returns, etc) are often required to make estimated tax payments on a quarterly basis. Failure to make correct estimated payments can result in interest or penalties.

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 Form M-2210A

We have a total of ten past-year versions of Form M-2210A in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:



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