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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.

What is Tax Help New Mexico?

Tax Help NM is a free service for people whose household income is $56,000 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

Drive Through Drop-Off

Upon your arrival at the United Way (2340 Alamo Ave SE), follow the posted direction where you will be greeted and provided an intake sheet. We will then collect all necessary tax documents. Wait in your vehicle or run an errand as our staff and volunteers complete your taxes. The tax preparation process typically takes 45-60 minutes. Once the return is completed, we will review your completed return with you in your car. Upon your approval, we will e-file your federal and state returns.

 If volunteers are not available, we will also be offering COVID-safe intake stations where we will scan all needed tax documents, return the documents to you, and you will be notified when your return will be available for pick up within 7 -10 days. All services at the United Way site require an appointment.

Schedule Your Tax Appointment

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

We will start scheduling tax appointments on Thursday, January 14, 2021.

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.