Extracted from PDF file 2023-new-mexico-form-pit-x.pdf, last modified November 2023Amended Return
2023 PIT-X *230160200* NEW MEXICO PERSONAL INCOME TAX AMENDED RETURN For the year January 1 - December 31, 2023 or fiscal year beginning F.1 ending F.2 FOR DEPARTMENT USE ONLY Get your refund faster, file online using Taxpayer Access Point TAP https://tap.state.nm.us. Print your name (first, middle, last) 1b 1a Blind SOCIAL SECURITY NUMBER Age 65 Residency or over status Taxpayer's date of birth 1c 1d 1e 1f 2c 2d 2e 2f Print your spouse's name (first, middle, last). If married filing separately, include spouse. 2b 2a If the address is new or changed, mark this box. 3a 4. Mailing Address (Number and street) 3b City State Postal/ZIP Code If foreign address, enter country Foreign province and/or state 3c Spouse's date of birth If a deceased taxpayer's refund must be made payable to a person other than the taxpayer or spouse named on this return, enter below the name and social security number of that person. You must also attach Form RPD-41083. Residency status: For taxpayer and spouse (1e and 2e), enter: Name EXEMPTIONS: Taxpayer, spouse, dependents, and other dependents 5. reported on federal Form 1040. If you are a dependent or other dependent of another taxpayer, enter 00. (See instructions) EXTENSION OF TIME TO FILE: If you have a federal or state 6a extension, mark box 6a and enter the extension date in box 6b. R if Resident N if Non-Resident F if First-Year Resident P if Part-Year Resident 4b SSN 7. FILING STATUS. Mark only one box. 6b (1) Single (2) Married filing jointly (3) Married filing separately (Enter spouse's name 8. DEPENDENTS AND OTHER DEPENDENTS. As listed on your federal return. (You must report the first 5 dependents and other dependents in this table. Use Schedule PIT-S for additional entries.) First name Column 1 Last name Column 2 Dependent's SSN Spouse's date of death 4d 4a 3d Taxpayer's date of death If taxpayer or spouse died before this 4c return is filed, enter date of death. Column 3 Date of birth (MM/DD/CCYY) and social security number in 2a and 2b.) (4) Head of household (Enter name of person qualifying you as head of household if that person is not counted as a qualified dependent on your federal return.) (4a) (5) Surviving Spouse with dependent child AS PREVIOUSLY FILED 9. FEDERAL ADJUSTED GROSS INCOME. (from federal Form 1040 or 1040SR, line 11). AS AMENDED 9 10. If you itemized your federal deduction amount, enter the amount of state and local tax deduction claimed on federal Form 1040, Schedule A, line 5a. See the instructions. 11. 12. + 10 Total Additions to federal adjusted gross income (PIT-ADJ, line 6). Attach PIT-ADJ. + 11 Federal standard or itemized deduction amount (from federal Form 1040, line 12). - 12 12a. If you itemized, mark the box. 12a 13. Deduction for certain dependents. See the worksheet in the PIT-1 instructions. 14. New Mexico low- and middle-income tax exemption. See PIT-1 instructions. 15. Total Deductions and Exemptions from federal income (PIT-ADJ, line 27). Attach PIT-ADJ.. 16. Medical care expense deduction. See PIT-1 instructions You must complete both lines 16 and 16a or the deduction will be denied. 16a. Unreimbursed and uncompensated medical care expenses. - 13 14 15 16 16a 17. NEW MEXICO TAXABLE INCOME. Add lines 9, 10 and 11, then subtract lines 12, 13, 14, 15 and 16. = 17 18. New Mexico tax on amount on line 17 or from PIT-B, line 14. 18 Cannot be less than zero 18a. From Tax Rate Table = R. From PIT-B, line 14 = B. 18a 19. Additional amount for tax on lump-sum distributions. See PIT-1 instructions. 20. Credit for taxes paid to another state. You must have been a New Mexico resident during all or part of the year. Include a copy of other state's return. See PIT-1 instructions. 21. Business-related income tax credits applied, from Schedule PIT-CR, line A. Attach PIT-CR. 22. NET NEW MEXICO INCOME TAX. Add lines 18 and 19, then subtract lines 20 and 21. . + 19 - 20 - 21 = 22 You may file an amended return online through Taxpayer Access Point (TAP) at https://tap.state.nm.us. Continue on the next page. 2023 PIT-X *230170200* (page 2) NEW MEXICO PERSONAL INCOME TAX AMENDED RETURN YOUR SOCIAL SECURITY NUMBER Reason for amending: _____________________________________________________________________________________________________ AS PREVIOUSLY FILED AS AMENDED Final Determination Date: ___________________ 23. The amount on line 22 from page 1. 23 24. Total claimed on rebate and credit schedule (PIT-RC, line 26 ). Attach PIT-RC. 24 25. Working families tax credit. (Lines 25, 25a, and 25b* or the deduction will be denied.). + 25 25a. The amount of federal earned income credit (EIC) reported on your 25a 2023 federal income tax return or calculated under NM Expansion. 25b. *NM Expansion Only: Check this box if you did not qualify for the EIC on your 25b federal return. 26. Refundable business-related income tax credits from Schedule PIT-CR, line B. Attach PIT-CR. + 26 + 27 + 28 New Mexico income tax withheld from or paid by a pass-through entity. 29 Attach 1099-Misc or RPD-41359. + 2023 estimated income tax payments. See PIT-1 instructions. + 30 Other Payments less any refunds from this schedule, line S3, below. + 31 TOTAL PAYMENTS AND CREDITS. Add lines 24 through 31. = 32 27. New Mexico income tax withheld. Attach annual statements of income and withholding. 28. New Mexico income tax withheld from oil and gas proceeds. Attach 1099-Misc or RPD-41285. 29. 30. 31. 32. 33. TAX DUE. If line 22 is greater than line 32, enter the difference here. 33 34. Penalty on underpayment of estimated tax. See PIT-1 instructions. + 34 35. Special method allowed for calculation of underpayment of estimated tax penalty. Enter 1, 2, 3, 4, or 5 in the box. (See Instructions) Attach RPD-41272. 35 36. Penalty. See PIT-1 instructions. . + 36 39. OVERPAYMENT. If line 22 is less than line 32, enter the difference here. 40. Refund voluntary contributions (PIT-D, line 18). Attach PIT-D. 39 37. Interest. See PIT-1 instructions. . + 37 38. TAX, PENALTY, AND INTEREST DUE. Add lines 33, 34, 36, and 37. = 38 41. 42. - 40 Amount from line 39 you want applied to your 2024 Estimated Tax. - 41 AMOUNT TO BE REFUNDED TO YOU. Line 39 minus lines 40 and 41. = 42 Refund Express!! Have it directly deposited! See instructions and complete all questions in this block. RE. 1 Routing Number RE. 2 Account Number RE.3 Account Type: Checking Re. 4: Will this refund go to or through an account outside of the United States? Important: If "yes," you can not use this refund method. See instructions. I declare I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief it is true, correct, and complete. Your signature Savings Yes Paid preparer's use only: Date Signature of preparer Driver's License, State ID No. or enter "NONE" or "DECLINED" State Spouse's signature Spouse's Driver's License, State ID No. or enter "NONE" or "DECLINED" Date State Date Expiration Date Expiration Date (If filing jointly, BOTH must sign even if only one had income.) Taxpayer's phone number Taxpayer's email address No P.1 Firm's name (or yours, if self-employed) P.2 NMBTIN P.3 Preparer's PTIN P.4 FEIN P.5 Preparer's phone number P.6 Mark this box if Form RPD-41338 is on file for this taxpayer. See PIT-1 instructions. Complete this schedule and report the result on line 31, Other payments less any refunds from schedule below. Date S1. 2023 Other payments. List any tax year 2023 payments made before or separate from the submission of this amended return. Also, enter the date of the payment. Do not include any estimated payments reported on line 30 of this form. If you made more than four payments, attach a schedule showing payment dates and amounts. S1a Sum of payments S2. 2023 Refunds received. List any refunds received from a previously filed 2023 New Mexico PIT-1. Do not include any interest the New Mexico Taxation and Revenue Department paid, if any, on your refund. S2a Sum of refunds S3. Subtract line S2a from line S1a. Subtract the sum of refunds reported on line S2a from the sum S3 of payments reported on line S1a. Enter here and on line 31 of this form. May be a negative number. Amount
Form PIT-X
Used to amend one’s personal income tax return to make changes to your federal taxable income, New Mexico taxable income, credits or rebates, or one’s New Mexico tax due.
We last updated the Amended Return in January 2024, so this is the latest version of Form PIT-X , fully updated for tax year 2023. You can download or print current or past-year PDFs of Form PIT-X directly from TaxFormFinder. You can print other New Mexico tax forms here.
TaxFormFinder has an additional 80 New Mexico income tax forms that you may need, plus all federal income tax forms.
| Form Code | Form Name |
|---|---|
| Form PIT-ES | Estimated Payment Voucher Voucher |
| Form PIT-1 | Personal Income Tax Return Tax Return |
| Form PIT-RC | Rebate & Credit Schedule Tax Credit |
| Income Tax Instructions | Individual Income Tax Instructions |
| Form PIT-ADJ | Schedule of Additions & Deductions and Exemptions |
View all 81 New Mexico Income Tax Forms
New Mexico usually releases forms for the current tax year between January and April. We last updated New Mexico Form PIT-X from the Taxation and Revenue Department in January 2024.
Form PIT-X is a New Mexico Individual Income Tax form. An amended tax return is used to correct errors or omissions in a previously-filed tax return. While taxpayers will not generally be punished simply for correcting an error in a previous return, errors that resulted in an underpayment of owed tax can sometimes result in penalties or interest owed.
About the Individual Income Tax
The IRS and most states collect a personal income tax, which is paid throughout the year via tax withholding or estimated income tax payments.
Most taxpayers are required to file a yearly income tax return in April to both the Internal Revenue Service and their state's revenue department, which will result in either a tax refund of excess withheld income or a tax payment if the withholding does not cover the taxpayer's entire liability. Every taxpayer's situation is different - please consult a CPA or licensed tax preparer to ensure that you are filing the correct tax forms!
We have a total of thirteen past-year versions of Form PIT-X in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:
