How do I amend my 2018 taxes to claim the Tuition ...

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Intuit

How do I amend my 2018 taxes to claim the Tuition & Fees Deduction?

The Taxpayer Certainty and Disaster Relief Act of 2019 extended the Tuition & Fees Deduction to apply to 2018 taxes. The bill was passed by Congress and signed into law in December of 2019 after many of our customers had already filed their taxes. If you already filed, you can amend to claim this benefit.

First, make sure you actually need to amend your tax return.

You don't have to amend if any of the below apply:

  • You're single or head of household with an AGI over $80,000.
  • You're married filing jointly with an AGI over $160,000.
  • You're married filing separately.
  • Another person (usually your parents) can claim you as a dependent on their tax return (whether or not they actually do it).

You can choose to amend if all of the below apply:

  1. You had qualifying education expenses.
  2. You didn't qualify for the American opportunity credit or lifetime learning credit.
  3. You had an AGI under the above-listed limits.

Some states also have a tax break for tuition and fees. If you filed a state tax return and your state conforms to the federal law changes for tuition and fees, check if this applies to you and amend your state tax return as well to take this tax break.

Keep in mind: You have 3 years from the date you filed your 2018 return (or 2 years after you paid the tax due, whichever is later) to file an amended return, which means you don't have to get it done by the April 15 filing deadline.

  1. Sign in to your account.
  2. Scroll down to under Your tax returns & documents and select Amend (change) 2018 return.
  3. Select TurboTax sent me an email or notice as the reason you’re amending and Continue. (Even if you weren't contacted by us, this option will help if amending for a tax extender.)
  4. Choose Tax extenders, Continue, and answer the questions that follow.
  5. On the Here are the tax extenders that may benefit you screen, select Revisit next to Tuition & Fees Deduction (1098-T) under Education.
  6. Continue through the screens to Your Education Expenses Summary, and select Continue.
  7. On the next screen, select Maximize My Education Tax Break.
  8. When your education tax breaks have been maximized on the screen, select Continue.
  9. Now you should see the amount of your deduction. Keep in mind, if you aren't getting an additional refund (the refund monitor still says $0) after you've entered your updated info, you don't need to file an amended return.
  10. Continue following instructions.
  11. When you've finished, we'll tell you how to print and mail your amended return, since amendments can't be e-filed.

  1. Open the return you want to amend.
  2. Before you go further, make sure your return is exactly as it was when you originally filed it.
    • If you made changes after you filed or mailed, undo them. We suggest comparing your onscreen numbers with a paper copy of your filed return.
  3. Now, make an "amend" copy your return by selecting Save As (Mac - select Duplicate) from the File menu. This preserves the originally-filed return.
    • Name the copy to distinguish it from the original (for example, 2018 Amended Smith B Form 1040 Return).
  4. You should now be working in the amend copy. Inside your program, search for amend and then select Jump to amend (on Mac you’ll be there right away).
  5. On the We'll help you change (amend) your return screen, select Continue.
  6. On the next screen, answer Yes and select the I was contacted by TurboTax… option. (Even if you weren't contacted by us, this option will help if amending for a tax extender.)
  7. Go through the screens and answer the questions.
  8. On the Here are the tax extenders that may benefit you screen, select Revisit next to 1098-T (Tuition & Fees Deduction) under Education.
  9. Continue through the screens to Your Education Expenses Summary, and select Continue.
  10. On the next screen, select Maximize My Education Tax Break.
  11. When your education tax breaks have been maximized on the screen, select Continue.
  12. Now you should see the amount of your deduction. Keep in mind, if you aren't getting an additional refund (the refund monitor still says $0) after you’ve entered your updated info, you don't need to file an amended return.
  13. Continue to follow the instructions.
  14. When you've finished, we'll tell you how to print and mail your amended return, since amendments can't be e-filed.

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