Free Tax Preparation Program 

Program Description

Each year during tax season (February-To mid-April), IRS trained and certified tax preparers at CAASNM (consisting of volunteers and temporary employees) offer free tax preparation services in English and Spanish to people in Doña Ana County with simple returns. CAASNM uses the tax preparation season for educating low-income people on the benefits of the Earned Income Tax Credit and linking tax refunds to asset-building activities like IDAs.

Eligibility Requirements

When fully funded through CSBG, clients’ total household income must be 125% or less the federal poverty level. Otherwise, CAASNM only considers the complexity of the return and does not have any income limits and there are no specific eligibility requirements.
Based on the AARP charter, CAASNM provides the following tax filing services:

1) CAASNM will prepare individual taxes (not partnership, S or C Corporation) and will prepare 1040’s and schedules A, B, C, simple D and simple E.
2) Schedule C’s must be sole proprietorship, and CAASNM will not do depreciation/amortization, or home office.
3) Schedule D’s will be completed as long as the taxpayer has documentation, and basis for all sales.
4) Schedule E’s (rent and royalty income) will only be completed if not claiming depreciation/amortization.

Required Documentation
1) FORM 1095-A (if you bought insurance through the MARKETPLACE) or proof of exemption. If available, bring FORM 1095-B or FORM 1095-C
2) Proof of all income for the last tax year: W-2’s, any form 1098, any form 1099 (C, G, R, int, div, misc) , SSA-1099R and tuition statements
3) Previous year’s tax return(s), if available
4) Social Security card or ITIN (Individual Taxpayer Identification Number) for each person included in your taxes, including dependents
5) Some form of identification for taxpayer and spouse ( New Mexico identification card, driver’s license, passport, birth certificate)
6) Routing and account numbers for bank account (if client wants a direct deposit of his/her refund)

Areas Served:

        • Doña Ana County

Annie is a participant in CAASNM’s Child and Adult Care Food Program (CACFP) from Truth or Consequences.  She is a grandmother helping raise grandchildren and she also cares for her sick mother. Annie is very thankful for this program because it allows her to care for her mom and grandchildren. She has three grandchildren who live with her and she takes care of four grandchildren that don’t. The program reimburses her for nutritious food for all seven children in addition to her disabled mom.

Annie is a very special lady and has gone through a lot. She has been doing childcare for a long time. She cared for her sick father and then her husband before they passed away and now she is caring for her mom. She took a part time job at night with Walmart in-order to buy Christmas presents for of all her grandchildren, her brother and 18 year old grandson who stays to look after the children and Annie’s mom while she is working. She is a true success because she perseveres with all of her hardships, but with a little help from CAASNM.

Annie’s Story, Nutritious food for the family