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.

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