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Massachusetts Department of Revenue Form PTE-EX Withholding Exemption ... 2025

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The document is a Withholding Exemption Certificate (Form PTE-EX) issued by the Massachusetts Department of Revenue for members of pass-through entities. It outlines the requirements for individuals and organizations to certify their exemption from withholding taxes, detailing various eligibility criteria and responsibilities regarding tax returns and notifications of status changes.

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What is the PTE tax in Massachusetts?

If a PTE makes an election to pay the PTE Excise, the entitys income is taxed at a rate of 5%, regardless of whether the income is Part A, B or C income under the Massachusetts personal income tax statute.

How to fill Massachusetts employees withholding exemption certificate?

How to fill out the Massachusetts Employee Withholding Exemption Certificate? Print your full name and home address. Provide your Social Security number. Claim personal and dependent exemptions as applicable. Sign and date the form. Submit this form to your employer.

How to make Massachusetts pte election?

The election is made annually by a PTE on its timely filed Form 3, Form 355S Schedule S, or Form 2 and is confirmed by submitting new Form 63D-ELT. An S corporation that is a financial institution may make the election on Schedule S of its timely filed Form 63-FI. The election may not be made on an amended return.

How many exemptions should I claim in Massachusetts?

You should claim the total number of exemptions to which you are entitled to prevent excessive over-withholding, unless you have a significant amount of other income. If you expect to owe more income tax than will be withheld, you may either claim a smaller number of exemptions or have additional amounts withheld.

What should I put for exemption from withholding?

ing to the IRS Tax Topic 751 on withholding, to claim exempt, you must have had no federal income tax liability last year and expect to have no federal income tax liability this year.

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What is the PTE ex form in Massachusetts?

The PTE-EX form is a Withholding Exemption Certificate for members of pass-through entities in Massachusetts. It certifies whether individuals or organizations are exempt from withholding by the entity. This form must be completed accurately to ensure compliance with Massachusetts tax laws.

What is the PTE rate in Massachusetts?

For tax years beginning on or after January 1, 2021, the new law allows eligible PTEs to pay an elective excise tax on qualified income taxable in Massachusetts. Eligible PTEs are S corporations, partnerships and LLCs treated as S corporations or partnerships. The tax rate for all electing PTEs is 5%.

Massachusetts Department of Revenue Form PTE-EX Withholding Exemption ... 2025

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