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Tax Help New Mexico

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Please be patient with us as we adapt to new challenges this year.
 
All appointment options are taken through April 15th and we have reached capacity due to Covid–19 restrictions. Please check back periodically to see if new options are available. (Information is provided below on how to file your own taxes with myfreetaxes.com)

What is Tax Help New Mexico?

Tax Help NM is a free service for people whose household income is $57,000 or less or those who are 65 years or older. We will help you prepare and file your state and federal taxes for free. Tax Help volunteers are certified by the IRS and are trained to identify eligible tax credits.

A Checklist of What You Might Need

  • Identification: Taxpayer(s) must have a photo ID (driver license, state-issued ID, passport, military ID, tribal ID) Social Security number, or Individual Tax Identification Number (ITIN) for yourself, your spouse, your dependents, or anyone else on your return.
  • Income Forms: All W-2 forms and 1099 forms (Miscellaneous income, Interest, Dividends, etc.)
  • Proof of Healthcare: Form 1095-A or exception number from the healthcare marketplace
  • Expense Forms: All 1098 Forms (Mortgage and Tuition Statements), child or dependent care expenses, property tax payments
  • Prior Year Tax Return (if you have it)
  • Bank routing and account number (if you qualify for a refund and want a direct deposit

Schedule Your Tax Appointment

Hours of operation and available appointments at taxhelpnewmexico.setmore.com/

All appointment options are taken through April 15th and we have reached capacity due to Covid–19 restrictions. Please check back periodically to see if new options are available. (Information is provided below on how to file your own taxes with myfreetaxes.com)

Virtual Tax Preparation

Beginning Monday, February 1st you will be able to use your mobile device or home computer to access and complete our free tax preparation service virtually using getyourrefund.org. You will have to upload photos of your ID, answer some questions about your tax situation, and upload your tax documents. Then one of our tax specialists will call you on the phone to discuss your taxes, answer any questions, and complete your filing.

Prefer to do Your Own Taxes?

If you would like to self-file your tax return online, you can visit www.myfreetaxes.com, a free software sponsored by United Way Worldwide and H&R block. Through My Free Taxes, you can file a FREE simple federal and state return. Be cautious of adding fees by opting into services such as a "CPA sign off" which includes a cost. 

The IRS also has a variety of free-file software available at https://apps.irs.gov/app/freeFile/

Volunteer with Tax Help New Mexico

In addition to helping their fellow citizens, Tax Help New Mexico volunteers earn skills and certifications that can help them in future careers.

CNM students who serve as volunteer tax preparers gain valuable work experience. Many of these students gain the necessary knowledge to become certified Internal Revenue Service (IRS) tax preparers, a designation that many employers look for when hiring. 

Tax Help New Mexico also offers exceptionally qualified high school students the opportunity to volunteer for the program. Those students earn college credit for their volunteer work while also learning about the value of serving their community. Before you can start preparing returns through Tax Help New Mexico, you must attend a Community Volunteer Training workshop. The sessions include information needed to pass the Internal Revenue Service (IRS) certification exam, which is required for anyone preparing tax returns in the community. 

For more information on how to become a Tax Help New Mexico volunteer, please contact jeffrey.ledbetter@uwcnm.org.

Thank You

Tax Help New Mexico is provided with the generous support of the Wells Fargo Foundation.