The Santa Fe Higher Education Center at 1950 Siringo Road. Courtesy photo
SFCC News:
- Online appointments required for tax-preparation, no walk-in appointments
SANTA FE – Santa Fe Community College (SFCC) and AARP Foundation Tax-Aide announce they 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 volunteers from the community. Appointments may be made at https://www.sfcc.edu/taxaide-aarp-tax/.
Community members will be asked to either pick up forms beginning Jan. 27 outside the Santa Fe Higher Education Center (SFHEC), 1950 Siringo Road or download the forms at the registration website to fill out and prepare for drop-off at their appointment time at the SFHEC.
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 8:30 a.m. to 3 p.m. Monday through Friday beginning Tuesday, Feb. 1 and ending Wednesday, April 13.
For information, 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 SFHEC parking lot.
Tax-Aide services are not available during any holidays observed by the SFHEC including Spring Break March 14-18. Tax-Aide services also will 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.
“We’re delighted to partner again with Santa Fe Community College to offer this service through AARP’s foundation,” said AARP Foundation Tax-Aide Program State Coordinator Gene Varela. “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 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 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/.
About SFCC
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.
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