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. This year we’ll be offering our services at the main SFCC Campus. We still require appointments. There’s free parking and services are being offered in classrooms near the spacious Campus Center.”
Make your appointment for tax PREPARATION assistance
All appointments for tax preparation assistance 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. 30, and ending Tuesday, April 18. 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 20 through March 24. 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.
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 from the SFCC website. 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 need to bring for tax preparation:
- 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 the 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 $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).
For more than 35 years, Santa Fe Community College has been the gateway to success for individuals and the community by providing affordable, high quality educational programs that serve the social, cultural, technological and economic needs of a diverse community. SFCC is designated a ”2019 Best for Vets” and a “2015 Military Friendly” school. The college serves more than 15,000 students per year in its credit, noncredit and adult programs. For further information, visit sfcc.edu or call 505-428-1000.This article was posted by Cheryl Fallstead