Santa Fe Community College and AARP Foundation Tax-Aide will offer tax assistance and preparation via online appointment. AARP Foundation Tax-Aide is the nation’s largest free tax assistance and preparation service. The services are provided by community volunteers. Appointments can be made after January 15 at https://www.sfcc.edu/taxaide-aarp-tax/. Community members will be asked to either pick up forms outside the Santa Fe Higher Education Center, 1950 Siringo Road, beginning January 27, 2022, or download the forms at the registration website to fill out and prepare for drop-off at their appointment time at the Santa Fe HEC.
All appointments must be made online. No one will be admitted on a drop-in basis. Appointments, which are expected to quickly fill, will be available from 8:30 a.m. to 3 p.m. Monday through Friday beginning Tuesday, February 1 and ending Wednesday, April 13. For information, please leave a voice mail at 505-428-1780. Volunteers will return calls when possible. Note: Taxpayers will be asked to stay in their cars and wear a mask so volunteers can pick up and return paperwork to them in the Santa Fe HEC parking lot.
Tax-Aide services are not available during any holidays observed by the Santa Fe HEC including spring break from March 14 through March 18. Tax-Aide services will also observe all HEC weather delays or Covid-related closures. Appointments affected by weather delays or closures will be rescheduled. Visit sfcc.edu to see notices of weather delays or closures.
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 service through AARP’s foundation. The Santa Fe Higher Education Center is a great mid-town location to serve the community.”
In addition to providing the location for tax preparation services, SFCC accounting students who were trained specifically for the service will be among the volunteers available to assist people in filing their taxes.
What you need to bring to your appointment:
- Amounts of Third Economic Impact Payment (Stimulus Checks) received in 2021
• Copy of prior year return
• Driver’s License or State ID of the primary filers
• Social Security Card or ITIN Letters for 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)
• IRS Letter 6419 if you chose to receive advance child tax credit payments
• Individuals eligible for State/County Rebates or Credits – bring 2020 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
• List and 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 they apply to you, 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.
• Market Place insurance documents (1095-A)
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)
Make an appointment, download forms, and read other guidelines at https://www.sfcc.edu/taxaide-aarp-tax/.
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