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Volunteer Income Tax Assistance Program

The Volunteer Income Tax Assistance program (VITA) is a part of Tax Help New Mexico and offers free tax preparation assistance to low-income families and individuals as well as seniors. Students work as volunteers at the WNMU site, one of the state’s 48 locations. All students are accounting or business majors that can also use their experience as a three-credit course. Student volunteers are required to pass an exam testing their knowledge of tax preparation prior to working for Tax Help.

2024 Update :

VITA services will be offered from February 13, 2024, through April 5, 2024.

Hours of Operation:
Our facility operates on weekdays, from Monday to Friday, and is structured into two distinct sessions daily:

Morning Session (8 AM – 12 PM): Dedicated to the collection of tax information during the Acceptance Session.
Afternoon Session (12 PM – 5 PM): Focused exclusively on the preparation of taxes, known as the Preparation Session. Please note, that during this time, we will NOT accept any new tax returns.

Building Location:
School of Business- Light Hall, Room 124. Light Hall is located across the street from Castorena Hall (Business Office). A “CU Anytime” ATM is located nearby; this indicates you are in the right area.

Services Offered:
Our tax preparation services cover a wide range of documents, including but not limited to:

Wages, salaries (Form W-2)
Interest Income (Form 1099-INT),
Dividends (Form 1099-DIV), State Tax Refunds,
Unemployment Benefits (Form 1099-G),
IRA Distributions,
Pension Income (Forms 1099-R, RRB-1099-R, CSA-1099),
Social Security Benefits (Form SSA-1099, RRB-1099),
simple Capital Gains/Losses (Form 1099-B) limited,
Sale of Home (Form 1099-S) limited, prior year and amended returns,
Gambling Winnings (Form W-2G),
Cancellation of Debt (Form 1099-C) limited,
Health Savings Accounts (Form 1099-SA) limited,
Itemized Deductions limited, Education Credits (Form 1098-T),
Child Tax Credit, Earned Income Credit, and
Premium Tax Credit (Form 1095-A).

Exclusions:
We do not prepare certain documents, including but not limited to:

Schedule C with net loss, depreciation, or business use of home,
Schedule D,
Form SS-5, Form 8606,
Forms 8615, 8814, and
Form SS-8.

Open Until April 15^th, 2024

VITA is for people whose household income is $64,000 or less and for those who are 65 years or older.

Please note, that the aggregate income from all sources must not exceed $64,000 for eligibility.

Yes. It’s really free.

Individuals must have:

Valid photo identification;
Social Security cards or ITIN documents;
Birth dates for all parties, last year’s tax return;
W-2, 1099, and 1095-A forms;
Information for other income, deductions and credits (if applicable);
Daycare provider information, and
Banking details for direct deposit.

Service is on a first-come, first-serve basis.

VITA services offered from February 13, 2024 through April 15^th, 2024

Our facility operates on weekdays, from Monday to Friday, and is structured into two distinct sessions daily:

Morning Session (8 AM – 12 PM): Dedicated to the collection of tax information during the Acceptance Session.
Afternoon Session (12 PM – 5 PM): Focused exclusively on the preparation of taxes, known as the Preparation Session. Please note, that during this time, we will NOT accept any new tax returns.

Location: Outside of the Light Hall Building at the west entrance. It is across the street from Castorena Hall. To know you are in the right area, you should see a “CU Anytime” ATM.