New Mexico Taxpayer Waiver for Preparers Electronic Filing Requirement

Taxpayer Waiver for Preparers Electronic Filing Requirement
Form RPD-41338
New Mexico Taxation and Revenue Department

RPD-41338
Rev. 07/15/2020

PERSONAL INCOME TAX
TAXPAYER WAIVER FOR PREPARERS
ELECTRONIC FILING REQUIREMENT

First Name, Middle Initial, and Last Name

Social Security Number (SSN)

Spouse First Name, Middle Initial, and Last Name

Social Security Number (SSN)

Mailing Address, City, State, and Zip Code

Tax Year

Purpose of this Form: Paid tax preparers who prepare more than 25 New Mexico personal income tax returns for
the previous tax year to be filed in the current calendar year, must ensure that each return is filed using a departmentapproved electronic media, unless the taxpayer whose return is being filed requests on this form that the return is filed
using another department-approved method. To waive the tax preparer's requirement to ensure the return is filed using
department-approved electronic media, the taxpayer must complete this form and submit it to the tax preparer. The tax
preparer must keep the document on file and check the box in the "Paid Preparer's Use Only" section on Form PIT-1 to
indicate that a signed Form RPD-41338 is on file.

PART I: TAXPAYER DECLARATION
I declare, that I do not want the person who prepared my New Mexico Personal Income Return (PIT-1) return to ensure
my return is filed using department-approved electronic media.

PLEASE
SIGN
HERE

Your signature

Date

Spouse's signature (If joint return, BOTH MUST sign.)

PART II: PAID TAX PREPARER INFORMATION
I declare the above taxpayer's return is based on all pertinent information of which I have knowledge. I have verified that

the taxpayer's name shown on this waiver agrees with the name that appears on the proof of account. A copy of all forms
and information to be filed with or transmitted to the New Mexico Taxation and Revenue Department have been provided
to the taxpayer.
Date

Preparer's/Transmitter's signature
Check if self-employed



Preparer's PTIN

NM Business Tax Identification Number (if applicable)

Firm's name (or yours, if self-employed)
Address (number, street, city, and state)

ZIP code

IMPORTANT: The paid tax preparer must keep a copy of this form on file for a period of three years from the end of the
calendar year in which the return was filed. Upon request, the Taxation and Revenue Department may require you to
furnish a correct and complete copy of the form.
Additional information regarding the tax preparer requirement, visit the "Tax Professionals" web page on the Department's
website, www.tax.newmexico.gov, or contact your local district office.
Mail Form PIT-1, required schedules, and attachments to the Department using the address listed on the return.