Very soon everyone should have received their W-2s and other income documentation, which means it’s time to start planning for that great American tradition of filling out income tax forms. That task can be made a little easier this year, thanks to a program at the Socorro Public Library.

Beginning Wednesday, Feb. 9, seniors and lower-income taxpayers will be able to take advantage of a free tax preparation service provided by Tax Help New Mexico.

Socorro Public Library
John Larson | El Defensor Chieftain photo

All tax preparation will be done by appointment only and taxpayers will not be able to stay in the library while their taxes are being completed due to Covid-19 restrictions.

The service includes the preparation of both Federal and New Mexico returns.

What participants need to have at their appointment time:

  • A photo ID, Social Security Card, or Individual Tax Identification Card (ITIN) for yourself, your spouse, your dependents, or anyone else on your return.
  • Both Intake Sheets
  • Income Tax Forms: All W-2 forms and 1099 forms
  • Healthcare Form 1095-A if insurance purchased through the Marketplace
  • Economic Impact Notices 1444 and 1444-B if applicable.
  • Expense Forms: All 1098 Forms, child or dependent care expenses, property tax payments
  • Prior Year Tax Return
  • Bank routing 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 a voided check.

All volunteers are certified by the IRS and trained to help taxpayers identify tax credits for which they are entitled.

Call the library at 575-835-1114 for an appointment.

 

El Defensor Chieftain