Get State Tax Form 96-1 - Mass

Filling out the State Tax Form 96-1 in Massachusetts is a crucial step for users seeking a statutory exemption. This guide will walk you through each section of the form, providing clear instructions to help you complete it accurately and efficiently.

Follow the steps to complete your application for statutory exemption.

1. Press the ‘Get Form’ button to access the form and display it in your browser.
2. In the identification section, clearly fill in your name, telephone number, and legal residence as of July 1. Ensure that you include your marital status and mailing address if it differs from your legal residence.
3. Provide the location of the property for which you are applying. Indicate whether you were the sole owner or co-owner as of July 1, and if applicable, include information about any trust related to the property.
4. Complete the exemption status section, providing your date of birth if you are 70 years old or older. If this is your first time applying, attach a copy of your birth certificate.
5. Fill out the gross receipts section from all sources in the preceding year. You may need to provide copies of your federal and state income tax returns for verification.
6. In the value of all property owned section, provide detailed information on your real estate, personal estate, bank accounts, stocks, and any non-exempt personal property as of July 1 this year.
7. Sign the application in the designated area. Ensure you understand that any false claims may result in penalties. If signing on behalf of another person, include the necessary authorization documents.
8. Once you have completed the form, you can save your changes, download a copy, print it for your records, or share it with the necessary authorities.

Take the next step in managing your taxes by completing your State Tax Form 96-1 online today.