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hsmall3
New Member

Amend return for two documents?

I e-filed with turbo tax and have already received my refund for 2019. But I then received a 1098 T and a 1095 A for 2019 in the mail. I tried using the Amend Online tool with turbo tax, but it is not letting me add both of the documents in the one amendment. Is this possible? If not, do I have to do two separate amendments? The 1098 T would increase my AGI and the 1095 A is a premium tax credit where I should receive some sort of refund. The 1095 A also requires you to complete an 8962, does Turbo Tax do that? Thank you in advance for any help!

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1 Best answer

Accepted Solutions

Amend return for two documents?

To enter, edit or delete Education Expenses -

Click on Federal Taxes (Personal using Home and Business)
Click on Deductions and Credits
Click on I'll choose what I work on (if shown)
Scroll down to Education
On Expenses and Scholarships (Form 1098-T), click on the start or update button

 

Or enter education expenses in the Search box located in the upper right of the program screen. Click on Jump to education expenses

 

To enter your Form 1095-A -

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Deductions and Credits
  • Click on I'll choose what I work on (if shown)
  • Scroll down to Medical
  • On Affordable Care Act (Form 1095-A), click the start or update button

Or enter 1095-a in the Search box located in the upper right of the program screen. Click on Jump to 1095-a

View solution in original post

2 Replies

Amend return for two documents?

To enter, edit or delete Education Expenses -

Click on Federal Taxes (Personal using Home and Business)
Click on Deductions and Credits
Click on I'll choose what I work on (if shown)
Scroll down to Education
On Expenses and Scholarships (Form 1098-T), click on the start or update button

 

Or enter education expenses in the Search box located in the upper right of the program screen. Click on Jump to education expenses

 

To enter your Form 1095-A -

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Deductions and Credits
  • Click on I'll choose what I work on (if shown)
  • Scroll down to Medical
  • On Affordable Care Act (Form 1095-A), click the start or update button

Or enter 1095-a in the Search box located in the upper right of the program screen. Click on Jump to 1095-a

MarilynG1
Expert Alumni

Amend return for two documents?

You can add both the 1098-T and 1095-A in one Amended Return.  

 

Click this link for more info on How to Amend a 2019 Return

 

 

 

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