Part ofTaxation →

The civic record

Read. Follow. Verify.

H 3153MASSACHUSETTSSession 194thState Billin committee

Massachusetts bill updates fiduciary state tax return requirements for annuity and trust income exceeding $200

Original title: An Act relative to the state tax return filings for annuities

Last action · March 16, 2026: Accompanied a study order, see H5239Sponsors: Hannah Kane and 2 others

Bill progressHistory & official text ↓

Introduced

Committee

Floor Vote

Passed

Law

Track this bill to get notified when it advances a stage. One tap to stop, anytime.

Public stanceCommunity reactions are separate from the official record and reporting.

What This Bill Would Do

Fiduciaries, s, administrators, and trustees receiving taxable income exceeding $200 under Chapter 62 are required to file an annual state tax return. The bill specifies updated filing deadlines for newly appointed executors and administrators, and mandates immediate return filings prior to the final distribution of an estate or trust.

Why it matters

Changes tax filing obligations and timing for estate s, trustees, and legal representatives managing taxable income or final distributions in the state.

Who It Would Affect

Groups the bill's text would affect if enacted, as described in the record. Being affected is not a position for or against it.

Directly affected

Executors and Administrators

Executors and administrators must adhere to specific deadlines for filing decedent tax returns following appointment or estate distribution.

Directly affected

Trustees and Fiduciaries

Trustees and other fiduciaries handling taxable income over $200 must file annual returns and settle taxes immediately prior to final estate distributions.

Key Facts

You don't have to trust us. Each fact below is taken straight from the official document - click any one to see the exact passage, highlighted in the original.

Frequently Asked Questions

Who is required to file an annual return under this bill?

s, administrators, trustees, guardians, conservators, trustees in bankruptcy, assignees for the benefit of creditors, and receivers receiving taxable income exceeding $200 must file an annual return.

When must an executor appointed after January first file a tax return for a decedent?

The return is due on or before the fifteenth day of the fourth month after the date of the 's appointment.

What else do you want to know?

News Coverage

No news coverage found yet. Articles are indexed twice daily.

Follow the record

Votes, people, money & the original source

Where This Stands

Currently in committee. The next step in the legislative lifecycle is Floor Vote.

Procedural history

6 actions

Mar 16, 2026House
Accompanied a study order, see H5239
Nov 18, 2025Joint
Hearing rescheduled to 11/18/2025 from 10:00 AM-11:00 AM in B-1 and Virtual Hearing updated to New End Time
Nov 17, 2025Joint
Hearing rescheduled to 11/18/2025 from 10:00 AM-01:00 PM in B-1 and Virtual Hearing location changed
Nov 7, 2025Joint
Hearing scheduled for 11/18/2025 from 10:00 AM-01:00 PM in A-1
Feb 27, 2025Senate
Senate concurred
Feb 27, 2025HouseCommittee
Referred to the committee on Revenue

Version history

Only one version on file - nothing to compare yet. As later stages (committee substitute, engrossed, enrolled) are captured, the redline appears here.

View official text →

Lobbying Activity

No state lobbying filings in our records match this bill. Federal lobbying reports (LDA) cover Congress, so they are not listed on state bills.

Full breakdown

Who this bill affects and the strongest case for and against it, written only from the bill’s own text.

Connected Entities

Patrick Kearney, Mike Moore, Hannah Kane

PersonPatrick Kearney“Co-petitioner for the bill”Map →

PersonMike Moore“Co-petitioner for the bill”Map →

PersonHannah Kane“Representative who filed the petition for House, No. 3153”Map →

Sources

Open source document

malegislature.gov

Analysis Score

0–100

Significance35
How much this matters to a regular citizen
Controversy5
Intensity of disagreement among stakeholders
Entertainment5
Compellingness for a non-policy-wonk reader
Buzz10
Current news / social attention level

Publisher tools