AARP Foundation Tax-Aide Program at the Santa Fe Community College
WE HAVE MOVED!
These services are now located at the Santa Fe Community College Campus in the 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 6401 Richards Ave.
Rooms 408 and 410 in the Main Building
Start Date: Monday, Jan. 30, 2023
End Date: Tuesday, April 18, 2023
Days of operation: Monday through Friday
Hours of operation: 8:30 am – 3:00 pm
Phone: (505) 428-1780 For information Voicemails only, volunteers will return calls when possible.
Holiday or other closures: Any COVID-related closures, HEC observed holiday closures, SFCC/HEC Spring Break (Mar. 20 through Mar. 24), and HEC weather delays or closures (appointments affected by weather delays or closures will be re-scheduled).
Appointments are required
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!
To protect Tax-Aide volunteers and the taxpayers they serve, taxpayers are required to wear masks during their appointment. Volunteers will be wearing masks.
Intake and other forms may be picked up at the site during tax preparation hours or you may download these forms below. Please arrive 15-30 minutes early for your appointment.
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 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 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)
Download forms here:
- 2022 Tax-Aide Intake Booklet
- 2022 Itemized Deductions Worksheet
- 2022 Education Credits Worksheet
- 2022 Self-employed Income/Expenses Worksheet
The AARP Foundation Tax Aide Program cannot prepare returns that include (these are out of scope):
- 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
- Out-of-state or multi-state returns, except for states with no state income tax (Alaska, Florida, Nevada, South Dakota, Texas, Washington, and Wyoming)
To make an appointment: Click HERE
For free online tax filing resources please visit: https://www.irs.gov/filing/free-file-do-your-federal-taxes-for-free
For more information please call: 505-428-1780 – leave a message and a volunteer will return your call, when possible.