Guide to Massachusetts Estate Tax Updated - November 30, 2023

The Massachusetts Department of Revenue has updated its guide to estate taxes to reflect recent law changes effective for estates of decedents dying on or after January 1, 2023. The new law amended the estate tax by providing a credit of up to $99,600, thereby eliminating the tax for estates valued at $2 million or less. The guide includes filing and payment information, the federal rate table used to compute the credit for state death taxes, and examples of how to compute the maximum credit. The Department has also released answers to frequently asked questions on the recent law changes. (A Guide to Estate Taxes, Mass. Dept. of Rev., updated 11/21/2023; FAQs: New Estate Tax Changes, Mass. Dept. of Rev., 11/01/2023.)