AARP Foundation Tax-Aide Program

Free income tax counseling, preparation, and electronic filing are available at Aztec Senior Center. This is for all seniors 50 and up. Our Tax-Aide volunteers are trained, tested, and Certified through the AARP Foundation and the IRS.

Hours are Tuesday and Thursday mornings, 8:30 a.m. to 11:30 a.m. February 2 through April 13. Make your appointment at the Center, or by calling 505-334-2881.

You may also come without an appointment, and you will be helped with your income taxes if enough time is available between or after appointments.

Information Line
➠ www.aarp.org/money/taxes/aarp_taxaide
1-888-227-7669

Important Documents Needed for Your Appointment:

	Social Security card and photo I.D., self and spouse
	Social Security cards for all dependents
	Prior year - 2015 - income tax returns and records
	If you paid estimated tax for 2016, bring the amounts and dates paid

All 2016 INCOME information:

	SSA-1099 from Social Security
	W-2 forms from all employers
	1099 forms from the bank, credit union, broker, retirement plan, etc.
	SSI letters or 1099 forms, if applicable
	Unemployment income statements, same
	All other income - self-employment, gambling, child care, etc.

In addition to the documents listed above, you must bring any of the following documents that are applicable to your situation:

	For sales of securities or other assets - bring records of original cost and purchase date, if not on the 1099-B or investment company forms.
	2016 Property Tax bills and payment information.
	If you can itemize deductions (health care, taxes, contributions, etc.) bring complete details of amounts paid and names of payees. Even if you do not itemize, health care expenses may reduce your New Mexico tax.
	Your bank account number, for Direct Deposit of refunds (blank check is easiest).
	Anything else you think might be needed for this work!

Health Insurance Reporting - Affordable Care Act

	If you have Medicare Part A you are covered. If you purchased insurance through a Health Insurance Exchange, we must have the Form 1095-A you received.
	Also bring "Exemptions" received from IRS or the Exchange. If you had other coverage, or if you have dependents, we need to know about monthly health insurance coverage for each person in the household.

IRS Taxpayer Assistance

IRS Taxpayer Assistance Centers (TAC) are your source for personal tax help when you believe you tax issue cannot be handled online or by phone and you want face-to-face tax assistance. There are TAC sites located in the larger cities of New Mexico. Centers are closed for all Federal holidays.

Taxpayer Advocate Service
1-877-777-4778
➠ www.irs.gov

IRS Tax Help Directory
➠ www.irs.gov/help-resources/telephone-assistance

Want to Do Your Own Taxes?

Feel like you can do your own taxes? If you make under $62,000 annually, you can use myfreetaxes.com for free!
➠ www.unitedway.org/myfreetaxes

Tax Help new Mexico

Tax Help New Mexico is a free service for people whose household income is $54,000 or less or those who are 65 years or older. Tax Help volunteers are certified by the IRS and are trained to help taxpayers identify tax credits for which they're entitled to. Tax Help is operated in partnership between CNM and the United Way of Central New Mexico. The local Tax Help New Mexico is provided at San Juan College.

Information Line (505) 224-4829

What to Bring
In order to have your taxes prepared at a Tax Help New Mexico location, you must have the following documents:

	Original Social Security cards or Individual Tax Identification Number (ITIN) for yourself, your spouse and your dependents or anyone else on your return.
	Tax payer(s) must have a photo ID (driver license, state issued ID, passport, military ID, tribal ID).
	Birth dates for all persons listed on the return.
	Married filing joint: both spouses must be present with proper documentation to complete tax return.

In addition to the documents listed above, you must bring any of the following documents that are applicable to your situation:

	Form 1095-A (From Marketplace invoice)
	All W-2 Forms
	All W-2G Forms (Gambling)
	All 1099 Forms (Miscellaneous, Interest, Dividends, etc.)
	All 1098 Forms (Mortgage and Tuition Statements)
	All K-1 Forms
	Prior year tax return
	Statement from your daycare provider with the amount paid, address and tax number if claiming child and dependent care expenses. If you may be eligible for the state daycare credit, you will need to bring a NM PIT CG from your daycare provider.
	List and total of all itemized deductible expenses such as medical expenses, charitable deductions, real estate taxes, etc.
	List and total of all business expenses, including mileage records, if you are self-employed. Also bring amounts paid for gross receipts taxes.
	SSA-1099 Social Security benefits statement.
	If you are a first time home buyer that finalized your closing by 9/2010, bring proof of purchase.
	If you are required to repay the first time homebuyer credit, a record of the amount of the credit you received.
	If you purchased a home in the last year, bring your closing documents.
	Records of all other income received.
	If you would like your refund deposited directly into a bank account, bring your bank's routing number and your account number.
	If you sold stock we would need purchase date, how much was it purchased for, date sold, how much it was sold for, records of any fees paid.
	If you had college educational expenses, bring book and tuition costs.
	All other tax-related documents.

San Juan Community College
4601 College Blvd, Room 1220
Farmington, NM 87402

Tax Help New Mexico will again be on the San Juan College campus to assist the elderly and people with low incomes prepare their tax returns.

Tax preparers will be available from 3 to 9 p.m., Thursdays, and 9 a.m. to 3 p.m., Saturdays, now through March 17, in room 7106, Information Technology Center, on the Farmington campus.

You must have the following documents:

	Current photo ID
	Social Security cards for yourself, your spouse and your dependents.
	W-2 wage and tax statements from your employer.
	1099 forms.
	Interest statements.
	Dividend statements.
	A bank document with routing and account number for direct deposit.
	A statement from your care provider with the amount paid, address and tax number if claiming child and dependent care expenses.
	A list of all itemized deductible expenses.
	If necessary, Form W-2G for certain gambling winnings; and records of all other income received.
	Also bring a copy of your 2015 tax return.

Students and volunteers who have gone through training and been certified through the IRS will help people prepare their 2016 taxes and file them electronically. The services are free of charge.

Languages
• English
• Spanish
• Navajo