By now everyone should have their W-2 and other income records, which means it is time to start planning for this great American tradition of filling out income tax forms. This task can be made a little easier this year thanks to a program in the Socorro Public Library.
Starting Wednesday February 17th, senior citizens and lower-income taxpayers will be able to enjoy a free tax preparation service from Tax Help New Mexico.
The free service – for those with a household income of $ 57,000 or less, or for those 65 and over – is made possible through a partnership between the United Way of New Mexico and the Internal Revenue Service’s VITA program.
The on-site coordinator of Socorro is Mary Nutt.
“We want to make sure that anyone who needs help can use this free service,” said Nutt. “We will prepare and file your state and federal taxes for free, but this year the process has changed due to COVID-19. It will be very different. “
All tax preparations are done by appointment only and due to Covid-19 restrictions, taxpayers cannot stay in the library while their taxes are completed.
“In the past everyone just came in here and stood in line until we got to them,” she said. “Some days there would be a line at the door and we would have maybe 50 to 60 people here. I can’t do that this year. “
This year people can sign up in two ways.
“We sent out forms to everyone whose taxes we collected last year. These people should have received it now, ”said Nutt. “If we didn’t pay your taxes last year, you can pick up the admission forms from the library. Or you can call the library and say you want to do your taxes and the forms will be mailed to you. “
The library is open from 8 a.m. to 1 p.m., but the staff is there until 5 p.m.
“You’ve been really helpful,” she said. “They want this program and the mayor wants this program so they are ready to make appointments for us.”
People then show up at their appointment with their admission forms and tax records and
someone will do an admission check with them.
“If it’s nice, we’ll do it outside,” said Nutt. “Then your package goes upstairs to the Alice Kase room on the second floor and the tax officers collect the taxes. The big difference is that the tax advisors will no longer sit with the taxpayer as they were before. “
Participants cannot spend the day in the library due to COVID-19 regulations.
“We’ll call you when your taxes are ready and you can go back to the library to review, sign, and collect a copy of your return,” she said. “Most returns can be completed in an hour or two.
All volunteers are IRS certified and trained to help taxpayers identify tax credits to which they are entitled.
“Our whole goal is to make filing easier for seniors and lower-income taxpayers,” said Nutt. “Even if you had no income last year, you may be eligible for a refundable tax credit.”
The service includes preparing federal and New Mexico returns.
What the participants must have for their appointment:
• Government-issued photo identification, social security card, or an individual tax identification card (ITIN) for you, your spouse, loved one or other person upon your return.
• Both inlet blades
• Income Tax Forms: All W-2 forms and 1099 forms
• Health Form 1095-A if the insurance was purchased through the marketplace
• Notes on economic impact 1444 and 1444-B if you have received an incentive payment.
• Expense Forms: All 1098 forms, expenses for children or dependent care, property tax payments
• Tax return for the previous year
• Bank routing number and account number if you qualify for a refund and want a direct deposit, or if you owe money and want a direct debit from your bank account. Or an invalid check.