Events @ Trinidad State


TRINIDAD CAMPUS
FREE Tax Assistance


TRINIDAD LOCATION:
600 Prospect Street
Berg Room 303

People who are getting their taxes prepared at Trinidad State should bring the following documents:

  • All W-2, 1099s and other income-related documents.
  • Proof of mortgage interest, property taxes, daycare payments, college education expenses, charitable contributions, and all other tax-deductible expenses.
  • For college expenses: In addition to Form 1098T from your college, you must bring your own records of expenses paid for tuition, books, fees and supplies.
  • Social Security cards (or ITINs) for all family members. Photo I.D. required.
  • A copy of last year’s tax returns, if available.
  • Bank account number and routing number to direct deposit the refund. With direct deposit, refunds are received in 10 to 14 days.



VALLEY CAMPUS
FREE Tax Assistance


ALAMOSA LOCATION:
Learning Center
1011 Main Street Room 202

IRS-Certified College Students providing Free Tax Preparation

Required Documents:

  • Social Security Cards or Individual Taxpayer ID Nbr (ITIN) Cards/Letters for each person listed on the Return.
  • Photo I.D. for primary taxpayer and spouse (if applicable).
  • W-2 or 1099 for each job held during the 2016 year.
  • If filing jointly, spouse must be present to file electronically.
  • Copy of last year’s return.
  • Bank account number and routing number if selecting Direct Deposit refund.
  • 1095-A, if taxpayer purchased health insurance through Connect for Health Colorado.


Will Prepare:

  • Form 1040 (Individual income Tax Return)
  • Schedules A and B (Itemized Deductions, 1099-INT, 1099-DIV)
  • Schedule C-EZ (Business Income, with expenses < $5,000 and no business losses, no more than one business per taxpayer)
  • Schedule C (Business Income, with expenses<$10,000, same guidelines as C-EZ guidelines)
  • Schedule D (Capital Gains and Losses)
  • Schedule E (only for Oil and Gas Royalties < $100)
  • Schedule EIC (Earned Income Tax Credit)
  • Schedule K-1 (Royalty Income Tax Credit)
  • Form 1099-R (Retirement Benefits)
  • Form SSA-1099 (Social Security Benefit Statement)
  • Form 2106-EZ (Employee Business Expenses)
  • Form 2441 (Child and Dependent Care Credit)
  • Form 3903 (Moving Expenses)
  • Form 5695 (Residential Energy Credits)
  • Form 8863 (Education Credits)
  • Form 8880 (Credit for Qualified Retirement Savings Contributions)
  • Form 8962 (Premium Tax Credit for Health Coverage, 1095-A)
  • Form 8965 (Health Coverage Exemptions, exemption from Marketplace)
  • Colorado State Tax Return
  • Colorado Property Tax/Rent/Heat Rebate (104PTC)

Will NOT Prepare:

  • Schedule C (Profit or Loss from Business with employees, inventory, net loss, depreciation, accrual basis, more than one business)
  • Schedule E (Rentals & Royalties)
  • Schedule F (Farm Income)
  • Form SS-5 (Request for Social Security Number)
  • Form 1040NR (Nonresident Alien Tax Return)
  • Form 8605 (Non-deductible IRA)
  • Form 8615 (Minor’s Investment Income)
  • Other (non-Colorado) State Tax Returns