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

Form W-2G, Certain Gambling Winnings

If you receive a Form W-2G for gambling winnings, you must report the full amount of income shown on the W-2G on your tax return. Learn more from H&R Block.

IRS Notice CP17 – Refund of Excess Estimated Tax Payments

Your excess estimated tax payments have been released and a refund will be sent to you. Learn more about IRS notice CP17 from the tax experts at H&R Block.

Will I Get Audited If I File an Amended Return?

The IRS won't open an audit simply because you file an amended return. But, there are things you should know about filing Form 1040X.

IRS Letter 728 – Current Balance Due

Your IRS balance due has been assigned to a Revenue Officer. Learn more about IRS letter 728 and how to handle it with help from the experts at H&R Block.