AARP Foundation Tax-Aide, the nation’s largest free tax assistance and preparation service, is offering services in Los Alamos again this year. The services provided by volunteers from the community are intended primarily for senior citizens and lower income tax payers.  We will offer services on Fridays at the Betty Ehart Senior Center, 1101 Bathtub Row, Los Alamos, NM and on Thursdays at the White Rock Senior Center, 133 Longview Drive White Rock, NM. Our services begin on Thursday, February 6 and end on Friday, April 4 2025. Appointments are required and can be made now online or by phone:

Search online for “tax-aide site locator”. 

Enter Zip Code:   87544 Los Alamos NM
Select:   Betty Ehart Community Center (Senior Center)
View Details for either day
Select:   Make an appointment.  You can select either day/location (Thursdays for Los Alamos, Fridays for White Rock.)

A phone number is required and an email address is very helpful

If you prefer to call for an appointment, call Betty Ehart Senior Center at (505) 662-8920 for Friday appointments or call White Rock Senior Center at (505) 672-2034 for Thursday appointments.

You can also call 505-695-1211. Leave a message and someone will get back to you.

Please arrive 10-20 minutes early for your appointment so you can fill out the required Intake/Interview form.  You can also pick up this form at the Senior Center prior to your appointment if you would like to fill it out at home.  Taxpayers will sit with the volunteer counselor while the return is being prepared.  We will not retain any of your documents and all returns will be filed electronically.

For taxpayers who are married both individuals must be present to sign documents.  Exceptions may be made only when a spouse is unable to be present due to health issues.  We are not able to complete Married Filing Separate returns.

What you need to bring:

·         Copy of prior year return,

·         Driver’s license or state ID of the primary filers,

·         Social Security Card or ITIN letters for all taxpayers and dependents,

·         Social Security year end statement (SSA-1099)

·         Bank information (routing and account numbers) for direct deposit or direct debit,

·         Income documents: W-2, 1099 for retirement income, self-employment, interest, dividend, capital gains or brokerage statements, unemployment (form 1099-G), gambling income and related loss documentation.,

·         Individuals eligible for State/County Rebates or Credits – bring property tax bill or rent information, out-of-pocket medical expenses and other household income (SSI, etc.),

·         Supporting documents for itemized deductions or credits: childcare, college or vocational training expenses (1098-T), charitable donations, mortgage interest, etc.

If applicable, also bring:

·         Self-employed Income and Expenses documentation, 1099-NEC or other income, business related expenditures, business miles driven.

·         Marketplace insurance document 1095-A

The AARP Foundation Tax-Aide Program cannot prepare returns that include:

·         Rental income

·         Married individuals who file separately,

·         Self-employment returns with expenses of more than $50,000, home office deduction, employees, inventory, or operating loss,

·         Any virtual currency (crypto coin) holdings or transactions

·         Royalty income with associated expenses,

·         Casualty loss,

·         We may not be able to complete an out-of-state return.