Form RPD-41071 Application for Refund

If the Department denies your claim for refund in whole or in part you may file a protest with the Department within 90 days of either mailing or delivery of the denial or file a lawsuit in Santa If you have any tax liability the Taxation and Revenue Department No Previously Mailed Not Required (type of tax) 2 Claim number 3 Serial number 5301 Central Ave NE 3501 E Main Street Suite N 2540 S El Paseo Bldg # 2 400 North Pennsylvania Suite 200 1200 South St Francis Drive A direct deposit of your refund may not be made to a bank account Albuquerque NM 87198 8485 Farmington NM 87499 0479 Las Cruces NM 88004 0607 Roswell NM 88202 1557 Santa Fe NM 87502 5374 ALBUQUERQUE: FARMINGTON: LAS CRUCES: ROSWELL: SANTA FE: allowable deduction you must attach the following if applicable: 1) a copy of the nontaxable transaction certificate (NTTC) executed by Amended returns on file: o YES o NO o N / A Credit key Amended Returns: If your refund is the result of overstating the tax fees or surcharges due on a previously filed return you must Analysis of reason for overpayment: and gas proceeds withholding tax use Form RPD 41136 Application for Tax Refund Oil and Gas For tax years beginning on or after APPLICATION FOR REFUND APPLICATION FOR REFUND INSTRUCTIONS attach a fully completed amended report for each period affected Basis for refund: check mailed to the address on the taxpayer's records A financial institution is located within the territorial jurisdiction of the United City state ZIP code claim within 120 days of receiving your claim you may either refile it if you are within the three year statute of limitation or you may file a protest within 90 days from the expiration of the 120 days after you filed the claim with the Department If no action has been taken on the refund claim within 210 days the Depart ment is statutorily prohibited from acting on a refund claim if the three year statute of limitation has passed For more information Contact name if applicable Phone number Date requested Exceptions to Filing Form RPD 41071 Application for Refund Fe District Court If the Department does not take action on your follow certain procedures which are applicable to those programs If you are requesting a refund of oil and gas taxes other than the oil Form RPD 41071 and other required attachments to New Mexico Taxation and Revenue Department P O Box 630 Santa Fe New Mexico 87504 0630 The Department will not process the returns until Form RPD 41071 and the required attachments are received forms schedules and backup as requested by the instructions How to Claim a Refund of CRS 1 Taxes When You Are Also Required to E File Your Return How to File this Form A valid claim for refund requires all information requested on this form You must enter the primary taxpayer's I declare that the information reported on this form and any attached supplements are true and correct I have analyzed the records of the Taxation and Revenue Department on 20 and have verified the amount of tax overpayment I hereby certify that a tax refund is due as claimed according to Section 7 1 26 NMSA 1978 The amount of overpayment is for the following taxes: I hereby certify that the State of New Mexico was overpaid the sum of dollars ($ ) in taxes for the period(s) to identification number required by the New Mexico form and indicated on the return or payment "Basis for refund" means a brief statement If claiming a refund under certain tax fee or surcharge programs If you are requesting a refund of tax previously paid you must also submit Form RPD 41071 Application for Refund with all required attachments to the Department Because Form RPD 41071 and the If you are required to electronically file (e file) a CRS 1 return you must also e file all CRS 1 amended returns The requirement to e file the CRS 1 return applies regardless of whether you were required to e file the original return or when the original return was filed See publication FYI 108 Electronic Filing Mandate for details regarding when you are required to e file CRS 1 returns If you have questions regarding the documents that should be filed Important Changes Affecting Direct Deposit instructions on filing an amended return Is an amended return submitted with this request? Yes January 1 2012 if you are requesting a refund of withholding tax located at a financial institution outside the territorial jurisdiction of Mailing address Main switchboard (Santa Fe): (505) 827 0700 may offset all or part of an allowed refund against such liability Name of business or taxpayer if requesting a refund of income tax NOTE: If your refund claim is the result of overstating the tax due of the facts and the law on which the claim is based The basis for refund must explain why the overpayment was made Do not merely enter the word "overpayment" Attach a letter of explanation if the space provided is insufficient See Other Required Attachments in the instructions This Application for Refund must be signed by the taxpayer or the taxpayer's authorized agent An incomplete or inaccurate application may cause the Department to invalidate your refund claim and return the application to you without action See also How to Claim a Refund of CRS 1 Taxes When You Are Also Required to E File Your Return of the United States You will be advised if the answer is yes you should not choose the Direct Deposit method of delivering your refund Your options are to use a different bank account or to leave the Direct Deposit portion of the application blank and have a paper on a previously filed income tax estate tax or oil and gas tax return and you are filing an amended return you do not need to attach an application for refund A complete amended return is sufficient to support a valid claim for refund Be sure to submit all supporting on the net income of a pass through entity (PTE) reported on Form PTE New Mexico Information Return for Pass Through Entities or an overpayment of tax withheld on Form RPD 41367 Annual Withholding of Net Income From a Pass Through Entity Detail Report use Form RPD 41373 Application for Refund of Tax With held From Pass Through Entities If you are requesting a refund of on your remedies please request publication FYI 402 Taxpayer Remedies from your local district tax office or view it on line at Only one Application for Refund is required per claim regardless of the number of periods amended See the appropriate forms for Other Required Attachments: P O Box 630 Santa Fe New Mexico 87504 0630 FOR DEPARTMENT USE ONLY P O Box 8485 P O Box 479 P O Box 607 P O Box 1557 P O Box 5374 refund may be delayed rejected or frozen by the National Automated Clearing House Association (NACHA) or the Office of Foreign As sets Control (OFAC) You will be asked whether the refund will go Request for Refund If requesting a refund of Tobacco Products Tax use Form RPD 41318 Application for Tobacco Products Tax Refund If requesting a refund of a spoiled or damaged cigarette stamp use Form RPD 41211 Application for Refund of Cigarette Tax All forms can be found on the Department's web site at www tax newmexico gov Click on "Forms and Publications" then select the applicable tax program required attachments cannot be submitted electronically you must promptly submit those paper forms and attachments separately Mail Return this form and attachments to the Taxation and Revenue Department same information If your refund claim is the result of overstating the tax due on a previously filed income tax estate tax or oil and gas tax return and you are filing an amended return you do not need to attach an application for tax refund A complete amended return is sufficient to support a valid claim for tax refund Other exceptions to filing Form RPD 41071 Application for Refund are listed in the instructions See the Note under "Exceptions to Filing Form RPD 41071" below Signature of taxpayer or agent Title Date Type or print name Phone E mail address STATE OF NEW MEXICO TAXATION AND REVENUE DEPARTMENT States if it is located within the United States; located on a United States military base or located in American Samoa Guam the Northern Mariana Islands Puerto Rico or the U S Virgin Islands TAX PROGRAM AMOUNT Taxation & Revenue Department Taxation & Revenue Dept Taxation & Revenue Dept Taxation & Revenue Department Taxation & Revenue Department Taxpayer identification no (CRS ID or SSN) Telephone: (505) 841 6200 Telephone: (505) 325 5049 Telephone: (575) 524 6225 Telephone: (575) 624 6065 Telephone: (505) 827 0951 the buyer so we can verify that the NTTC was properly executed in a timely manner; or 2) a copy of any other documentation necessary to support the deduction (for example a farmer or rancher statement) the local district office listed below the United States In order to comply with new federal banking rules anyone wishing to have your refund directly deposited into your ac count you must answer an additional question when completing the Direct Deposit portion of your application for tax refund If you do not answer the question your refund will be mailed to you in the form of a paper check If you answer the question incorrectly your To apply all or any part of your refund to another report period liability or another tax or fee program please state in detail the report period liability or other tax or fee program to which you wish to apply the refund To claim a refund of an overpayment due to an offset by the Depart ment please attach a copy of the offset notice To claim a refund of gross receipts tax because you did not claim an To claim a refund of gross receipts tax paid because of an exemption that you did not claim you must attach documentation necessary to support the exemption (for example invoices contracts etc ) to or through an account located outside the territorial jurisdiction Total amount to be refunded $ Total interest to be refunded Warrant number Valid overpayment: o YES o NO o Need additional information Credit amount $ vehicle related or driver related taxes or fees use Form MVD 10208 when filing an amended return Who Must File this Form This form may be used to apply for a refund of most tax fees or surcharges paid to the New Mexico Taxation and Revenue Department To obtain a refund you are generally required to complete this form or submit a letter with substantially the with an Application for Refund or an amended return contact the Department using the contact information on the original return or www tax newmexico gov you must use the program specific application for refund form and