AARP Foundation Tax Aide Program at the Santa Fe Community College

Feedback

Santa Fe Community College
Main Building, Rooms 408 and 410

Need help filing your taxes?  The AARP Foundation is providing free tax assistance and preparation through its Tax-Aide program.  The services are provided by volunteers from the community.

Location: Santa Fe Community College Main Building, 6401 Richards Ave., next to the Cafeteria
Start Date:  Monday, January 29, 2024
End Date:  Monday, April 15, 2024
Cost:  Free
Days of operation:  Monday through Friday
Hours of operation:  8:30 am – 3:00 pm

Phone: (505) 428-1780 For information Voice Mails only, volunteers will return calls when possible.
Holiday or other closures:  SFCC observed holiday closures, SFCC Staff Development (Mar. 1), SFCC Spring Break (Mar. 25 through Apr. 1), and SFCC weather delays or closures (appointments affected by weather delays or closures will be re-scheduled). 

Appointments are required and may be made BEGINNING JAN. 10, 2024!

To Make an Appointment click HERE

NOTE:  Individual appointments must be made for each member of a household or group that is filing a return! 

For taxpayers, who are married and filing jointly, both individuals must be present to sign documents.  Exceptions may be made only when a spouse is unable to be present due to health issues.

Intake and other forms will be available at the site or you may download these forms below.

What you should bring:

  • Copy of prior year return
  • Driver’s License or State ID of the primary filers
  • Social Security Card or ITIN Letters for all taxpayers and dependents
  • Social Security Year End Statement
  • Bank information (routing and account numbers) for direct deposit or direct debit
  • Income documents: W-2s; 1099’s for retirement income or self-employment; interest, dividend, capital gains or brokerage statements; Unemployment (form 1099-G); gambling wins (form W2-G and related loss documentation)
  • Individuals eligible for State/County Rebates or Credits– bring 2023 property tax bill(s) or rent information, out-of-pocket medical expenses (no over-the-counter or medical cannabis-related expenses) and other household income
  • Supporting documents for itemized deductions or credits: childcare, college, or vocational training information (1098-T), medical expenses not covered by insurance – including mileage, charity donations, property tax bills or receipts and mortgage interest paid
  • Self-employed Income and Expenses Documentation:  1099 NEC or other income, employment related expenditures, business miles.  
  • Market Place insurance documents (1095-A)
  • IRS Identity Theft PIN (IPPIN) letter

DOWNLOAD FORMS HERE:

The AARP Foundation Tax-Aide Program cannot prepare returns that include (these are Out of Scope):

  • Married individuals who file separately
  • Rental income
  • Self-employment returns with expenses of more than $35,000 or more, home office deduction, employees, inventory or operating loss
  • Royalty income with associated expenses
  • Casualty loss

To make an appointment: Click HERE