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Hello, I just got my 1098-T form and I want to add it to my tax return.

 
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2 Replies

Hello, I just got my 1098-T form and I want to add it to my tax return.

Did you already e-file?

 

 

You cannot change or add anything on the return that you just e-filed, nor can you stop it.  It is too late, just like when you put an envelope in a US mailbox on the corner.  The IRS does not allow you to take it back.

 

If you left out a W-2, a 1099G, or a dependent, or a 1099 etc…DO NOT change your return while it is “pending.”  The changes will go nowhere.

 

Now you have to wait until the IRS either rejects or accepts your return.  If your return is rejected, you will be able to go into your account and make the necessary changes to your tax return and re-submit your return. 

 

 If the IRS accepts your return, however, then you have to wait longer until it has been fully processed and you have received your refund.  THEN you can prepare an amended tax return and e-file or mail  it in. You have to be able to work from that return exactly the way it was when it was e-filed originally.  You will need to use a form called a 1040X.

 

  Meanwhile, DO NOT go in and start changing anything on your return in the system, or you will make a mess for yourself.  Sit tight and wait until you see what the IRS does with the return you just e-filed

 

The Form 1040X you need will not be available until late February.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
JulieS
Expert Alumni

Hello, I just got my 1098-T form and I want to add it to my tax return.

As xmasbaby0 points out, if you have already submitted your tax return for e-file, you will need to wait a couple of weeks to amend your return. 

 

If you need to amend your return, don't go in a change things around just to see how it comes out. This will cause problems when you amend your return. 

 

If you have not filed yet, this is how to add it to your tax return:

  1. Select Federal on the left side menu.
  2. Under  Deductions and Credits, find Education. Expand the section and click Start to the right of Expenses and Scholarships (Form 1098-T).
  3. Answer the first question Yes.
  4. Select Yes and click Continue.
  5. Choose whether you want to upload the 1098-T from your computer, or type it in yourself. 
  6. Click Continue and follow the on screen instructions.
  7. Keep going until you complete the section.
  8. Select Maximize my education tax break.
  9. Click Continue, you will see the amount of the credit. 
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