State that no New Mexico income tax was due on the income reported.The letter must include both of the following: If the withholding in error was done on your wages, salary, tips, or other income sources, and you had no income tax responsibility to New Mexico on that income in that tax year, obtain a letter from your employer or payor.

If New Mexico tax was withheld in error, you will need to submit a completed PIT-1 and PIT-B or an application for refund and a copy of the W-2 or income source document showing New Mexico Withholding. See the Form PIT-1, New Mexico Personal Income Tax Return for more information on this credit. if you are required to allocate income to New Mexico because you are a resident but have been taxed by another state on that same income. In certain circumstances, you may be eligible for a credit for taxes paid to another state. If using a PIT-B, and you will be claiming the credit for taxes paid credit, include a complete copy of the other state’s tax return. The Form PIT-B, New Mexico Allocation and Apportionment of Income Schedule separates New Mexico income so tax liabilities can be distributed appropriately. Residents with income or losses outside New Mexico from rents and royalties, gains or losses from the sale or exchange of property, income or losses from pass-through entities, or other types of income not included in lines 1-6 and lines 8 and 9 of the Form PIT-B, New Mexico Allocation and Apportionment of Income Schedule must use the Form PIT-B, New Mexico Allocation and Apportionment of Income Schedule. In the following folder path: Income Taxes/Income Taxes (Current Tax Year Forms)/Personal Income Tax (PIT)/Personal Income Tax Return Forms.įor non-residents with income from New Mexico sources, a Form PIT-B, New Mexico Allocation and Apportionment of Income Schedule is generally used. You can locate the instructions on our website here. Please see the Form PIT-1, New Mexico Personal Income Tax Return Instructions for guidance. to support your income and any withholding.ĭepending on the different exemptions, deductions, or credit that you claim on your Form PIT-1, New Mexico Personal Income Tax Return additional documents, supporting schedules (PIT-CR, PIT-ADJ, PIT-B, and PIT-RC), or supporting forms from the Department as specified on the return and form instructions will need to be submitted with your return. You will need the financial documents sent to you from your income sources, for example W-2’s, 1099’s etc. The forms you need when filing a personal income tax return depend on multiple factors including adjustments to your income, sources of income, your residency in New Mexico, and the different exemptions, deductions, or credits you may claim. The Income Tax Act can be located here titled “Personal Income Tax”. The personal income tax rates vary depending upon your filing status, income, and taxable year. The Form PIT-1 also has many credits and rebates as specified in the instructions below. You are then able to use the Form PIT-1 to make any adjustment necessary in claiming exemptions or deductions allowed by New Mexico law. Personal income tax in New Mexico starts with the Federally Adjusted Gross Income (FAGI) from your federal return. More information about payment plans is available here. In the TAP system you are able to manage your account, submit documents to the Department electronically, make estimated, return, and assessment payments, and set up a self-serve payment plan. Online filing provides a faster turnaround time than filing a paper return. The Taxation and Revenue Department offers taxpayers the ability to file their tax return online and check the status of their refunds through the Taxpayer Access Point (TAP). If you are a Nonresidents, including foreign nationals and persons who reside in states that do not have income taxes, must file here when they have a federal filing requirement and have income from any New Mexico source whatsoever. The income of members of an Indian nation, tribe or pueblo who work or live on lands outside the Indian nation tribe or pueblo of which they are members are subject to New Mexico income tax.

You want to claim any New Mexico rebates or credits.Ī member of the military who was a resident of New Mexico at the time of enlistment and has not changed the state of residency must file a New Mexico income tax return.

You want to claim a refund of any New Mexico state income tax withheld from your pay, or.If you are a New Mexico resident, you must file if you meet any of the following conditions: The personal income tax is filed using Form PIT-1, Personal Income Tax Return.

New Mexico imposes a tax on the net income of every resident and on the net income of every nonresident employed or engaged in business in, into or from this state or deriving any income from any property or employment within this state.

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