WHERE CAN I GET HELP WITH MY TAXES? Non-Residents for Tax Purposes - FEDERAL TAXES: (MOST INTERNATIONAL STUDENTS AND SCHOLARS) 1. Federal Tax Info Session for Students and Scholars who are Tax Non-residents There will be a general information session on federal tax requirements for students and scholars who are tax non-residents. The presenter will explain the tax system, review forms and requirements, cover information about residency status for tax purposes, and answer some general questions at the end of the talk. For difficult or complicated questions individuals will be referred to paid tax preparers, IRS, and other information sources. Make sure to bring all tax forms from UNM and any other employer to this talk. It is strongly advised that you get the forms and work through them BEFORE attending this presentation. Note: students who arrived in 2008 do not need to attend until next year unless interested. This year’s presentation for students is on Friday, March 7 from 3-5 in Dane Smith Hall Room 123. The presentation for scholars is on Thursday, March 6 from 5-6:30 in Dane Smith Hall Room 120. 2. Tax Volunteers For the sixth year in a row, OIPS will host a non-resident "Volunteers in Tax Assistance" (VITA) site at the end of March. This means that during those days ONLY, volunteers will be available to help individuals complete their tax returns. You must try to work through the tax forms BEFORE coming to see the volunteers and remember to bring all forms received by your employer and UNM as well as your passport and all immigration documents with you. Here are the details about the VITA site: WHAT: Non-resident Volunteers in Tax Assistance WHEN: Thursday, Friday, Monday, Tuesday, March 27, 28, 31 and April 1st, 2008, 3pm to 7 pm ONLY!!! WHERE: Room 2122 Mesa Vista Hall (behind the Office of International Programs and Studies). If you enter after 5:00 pm you must enter through the door at El Centro de La Raza (to the right of the OIPS main entrance at the back of the courtyard). 3. Contact the IRS Non-resident Taxpayer assistance number with specific questions To get help with non-resident tax questions, you must call the IRS at 800-829-1040, press 1 and then 5 and ask to speak with a specialist on “foreign issues” regarding a non-resident tax issue. You will be transferred to a technical specialist who will take your question. If they cannot answer it during the phone call they will research the answer and get back to you. You can have them respond by phone or email and they will make two attempts to contact you (email is probably best as your question may not be answered if you do not answer the phone to receive it). The IRS phone line is open from 7 am to 10 pm. You can also try emailing questions via their website at www.irs.gov/taxlaw 4. Visit the University of Texas at Austin’s International Office Website http://www.utexas.edu/international/taxes/index.html This website has extensive, free, step-by-step detailed information for international students and scholars who are non-residents for tax purposes and has been updated for the 2007 tax year. 5. Paid Tax Preparers If you choose to pay an accountant or commercial business to prepare your tax returns, be aware that the rules for non-resident taxpayers are very different from those for residents. If you are a non-resident for tax purposes, be sure to ask if they are experienced in non-resident tax rules before you procure their services. The following three websites offer paid services specifically for international clients: International Student Taxes http://www.istaxes.com/ ($20 for 1040NREZ, $10 for 8843; note that form 8843 is VERY easy and can really be done on your own) CINTAX https://www.arcticintl.com/cintaxorder.htm ($39 for all non-resident forms and attachments) The Tax Guy http://www.thetaxguy.com/index.html (Price varies per customer) Residents for Tax Purposes - FEDERAL TAXES: 1. Call the IRS Taxpayer assistance number (800) 829-1040 or visit their website at www.irs.gov 2. Tax Volunteers for Tax Residents Help is also available from the RESIDENT tax volunteer (VITA) sites at CNM. If you plan to use this service, information is available at: http://www.cnm.edu/taxhelp/ or you can call 224-4829 to make an appointment. The resident tax volunteers may be able to take walk-ins, but they cannot guarantee that you will get help if you do not make an appointment in advance. You must bring your Social Security Card, picture ID with birth date, and all tax documents with you to receive help. The volunteers are available at different times depending on the location. Please check the website. 3. Paid Tax Preparers If you choose to pay an accountant or commercial business to prepare your tax returns, and you are a resident for tax purposes, you can find help from any of the commercial tax preparation firms (H&R Block, etc.) for a fee. However, if you think you still might be able to benefit from a treaty, you should consult a professional who knows about international tax treaty issues. The following website offers paid services specifically for international clients, even if residents for tax purposes: The Tax Guy http://www.thetaxguy.com/index.html New Mexico State Tax Information: For NM state tax information and forms, you may visit the website at: www.tax.state.nm.us (look for the link to forms under “Individuals” in the left frame) or call the Albuquerque District Office of the New Mexico State Taxation and Revenue Office at: 841-6200. Those with no U.S. income generally do not need to file state tax forms. Those with income do need to file these forms. If you earned income only in the state of New Mexico you need to complete form PIT 1. If you earned income both in New Mexico and in another state, you must fill out both forms PIT 1 and PIT B. Read the instructions carefully to determine which forms you need to file. If you lived in New Mexico for more than 185 days in 2007, then you normally would be considered a resident of the State of New Mexico for state tax purposes.