Instructions Draft For Pit-1 - New Mexico Personal Income Tax Return - 2013 Page 18
ADVERTISEMENT
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44you need a Form PIT-CG, New Mexico
to New Mexico on that income, obtain
1099-MISC or a copy of New Mexico
a letter from your employer or payor
Form RPD-41359, Annual Statement
Caregiver’s Statement, from each
person who provided child day care
explaining the cause of the error, and
of Pass-Through Entity Withholding.
during 2013.
stating that no New Mexico income
tax was due on the income reported.
If you had gambling or lottery win-
If you paid income taxes to another
nings, whether or not income tax was
If you received an annuity, pension,
withheld on the winnings, you need
state on income that also is taxable in
New Mexico, you need a copy of that
retirement pay, IRA distribution, distri-
your 2013 federal Form W-2G or a
state’s return. Both states must claim
bution from a New Mexico-approved
record of winnings not required to be
the same income source for you to be
qualified state tuition program, Rail-
reported on a Form W-2G. If your win-
DRAFT 1.2
eligible for the credit.
road Retirement, sick pay, or social
nings were offset by losses reported
security benefits in 2013, whether or
in your itemized deductions on your
If you made New Mexico estimated
not income tax was withheld on the
federal return, the Department may
tax payments during the year, you
payments, gather all federal Form(s)
ask you to provide documentation to
need your records of the amounts and
1099-R, RRB-1099 and SSA-1099.
substantiate the deduction.
dates of payment. If you had an over-
10-08-2013
If you had New Mexico tax withheld in
If you received public assistance,
payment from your 2012 return applied
to your 2013 estimated taxes, be sure
error on your pension or annuity, and
from Temporary Assistance to Needy
to include that amount in your total.
you had no income tax responsibility to
Families (TANF) or a similar program,
New Mexico on that income, provide a
welfare benefits, or Supplemental
If you are married and filing sepa-
copy of the state income tax return for
Security Income (SSI) during 2013,
rate returns, if you were divorced
the state in which you are domiciled or
you need records of the amounts.
during 2013, if you are claiming the
other information showing residency in
exemption for income of persons
another state.
If you received any other income
100 years or older, or if you or your
in 2013, whether or not taxable, such
spouse, but not both, is a resident of
If you did not have tax withheld but
as an insurance settlement, a schol-
a community property state, and your
would like to in the future, contact the
arship or grant, VA benefits, income
income and payments are not evenly
payor. See also Withholding on Cer-
from an inheritance or trust, gifts of
tain Government Pensions below for
cash or marketable property, alimony,
distributed, prepare and attach a
statement reflecting a correct division
contact information.
and separate maintenance or child
of community and separate income
support, gather your records of the
If you had tax withheld from oil
and payments.
amounts.
and gas proceeds from an oil or gas
To claim a deduction, exemption
well located in New Mexico, obtain a
To claim the Property Tax Rebate for
or tax credit on Schedule PIT-ADJ,
copy of your federal Form 1099-MISC
persons age 65 or older, or the Low
Schedule PIT-CR, or Schedule PIT-
or Form RPD-41285, Annual State-
Income Property Tax Rebate for Los
RC, make sure you have the appropri-
ment of Withholding of Oil and Gas
Alamos or Santa Fe County residents,
ate records, approvals, certifications,
Proceeds.
you need records of the property tax
billed for 2013 and/or the rent paid on
and forms. See the instructions for
the line on the schedule, or see Other
If you had tax withheld by a PTE from
your principal place of residence.
Forms or Attachments You May Need
your share of the net income earned by
to File, on page 10 of these instruc-
a PTE, obtain a copy of federal Form
To claim the Child Day Care Credit
tions.
Withholding on Certain Government Pensions
Retired members of the Army, Air Force, Navy, Marines, Coast Guard, U.S. Civil Service, the National Oceanic and Atmospheric
Administration, and the U.S. Public Health Service may request that New Mexico income tax be withheld from their retirement
pay by contacting the appropriate retirement pay office.
U.S. Military Retirement/Annuitant Pay
U.S. Public Health Service
Defense Finance and Accounting Service
Commissioned Corps Compensation
(800) 321-1080
5600 Fishers Lane, Room 4-50
Rockville, MD 20857
(800) 638-8744
U.S. Coast Guard
(301) 594-2963
PPC Retiree and Annuitant Services Branch
All Other Federal Retirees
(800) 772-8724
U.S. Office of Personnel Management
Retirement Operations Center
(Also for retired members of the
(888) 767-6738
National Oceanic and Atmospheric
(202) 606-0500 or (202) 606-1800
Administration)
PIT-1
- 17 -
ADVERTISEMENT
0 votes
Related Articles
Related forms
Related Categories
Parent category: Financial