Released: January 12, 2024
Appointments required for tax-preparation
Santa Fe Community College and AARP Foundation Tax-Aide announce they will offer in-person tax assistance and preparation by appointment. AARP Foundation Tax-Aide is the nation’s largest free tax assistance and preparation service. The services are provided by volunteers from the community. Appointments can be made now at www.sfcc.edu/taxaide. Tax preparation services will be done on SFCC’s main campus, 6401 Richards Ave. in rooms 408 and 410 in the Main Building.
The State Coordinator of AARP Foundation Tax-Aide Program Gene Varela said, “We’re delighted to partner again with Santa Fe Community College to offer this free service through AARP’s Foundation. We require appointments. Services are being offered in classrooms near the spacious Campus Center at SFCC.”
All appointments can be made online. Individuals who do not have internet access can call 505-428-1780 beginning Jan. 30. Appointments, which are expected to quickly fill, will be available from 8:30 a.m. to 3 p.m. Monday through Friday beginning Monday, Jan. 29 and ending Monday, April 15. For information, please leave a voicemail at 505-428-1780. Volunteers will return calls when possible. Multiple year returns may also require multiple appointments.
Tax-Aide services are not available during any holidays observed by SFCC including Spring Break from March 25 through April 1. Tax-Aide services will also observe all SFCC closures and weather delays. Appointments affected by weather delays or closures will be rescheduled. Visit https://www.sfcc.edu/sfcc-alert/weather-alerts-and-holiday-closures/ to see notices of weather delays or closures.
Intake and other forms may be picked up at the site during tax preparation hours or you may download these forms from the SFCC website. Please arrive 15-30 minutes early for your appointment.
Please 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.
What you need to 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 2022 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.
If applicable, also bring:
- Self-employed Income and Expenses Documentation: 1099 NEC or other income, employment related expenditures, business miles. Determine if claiming COVID eligible sick or family leave and provide number of days claimed; and, decide whether you will be deferring self-employment taxes.
- Marketplace insurance documents (1095-A).
The AARP Foundation Tax Aide Program cannot prepare returns that include:
- Rental income.
- Married individuals who file separately.
- 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.
Santa Fe Community College celebrates its 40th Anniversary as the pathway to success for individuals and the community. SFCC provides affordable, high-quality programs that serve the academic, cultural, and economic needs of the community. The college welcomes over 10,000 students per year in credit, noncredit, workforce training, personal enrichment, and adult programs.
A “Best for Vets” and a “Military Friendly” school.
Visit sfcc.edu or call 505-428-1000.
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