Question

I received a Form 1098-T after I filed my return. Do I need to amend my return if I am interested in claiming education credit?

Answer
  • If you have just received your 1098-T and you have already filed, but you are still interested in claiming education credit, you’ll need both:
    • Your original Form 1040
    • A new 1040 with the corrections
  • Fill in the 1040X with your the old and new calculations, as well as the difference between the two.
  • Print and mail your 1040X and mail it to the IRS. You can’t e-file 1040X.

It’ll probably take the IRS 8-12 weeks to process your amended return. Keep in mind that if you amend your federal return, you might also need to amend your state return.

Related Topics

Related Resources

Underpayment Penalty

If you didn't pay enough taxes during the year, the IRS may charge you a penalty. Learn more from the tax experts at H&R Block.

Refund Offsets and Injured Spouse Forms

Didn't receive your refund? It may be due to a tax refund offset. Learn more about your options with the tax experts at H&R Block.

IRS Letter 3288 – Final Appeals Determination – to Requesting Spouse

An IRS appeals officer made a decision on your innocent spouse relief claim. Learn more about IRS letter 3288 from the tax experts at H&R Block.

IRS Notice CP71A – Annual Balance Due Reminder Notice

Learn more about form CP71A, why you received it, and how to handle an IRS CP71A notice with help from the tax experts at H&R Block.