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Level 2
posted Jan 29, 2020 2:52:31 PM

1098-T

What do I do if I've already e-filed my taxes and they've been accepted before I received my 1098-T form? I've just received it in the mail and remember being asked about it during my taxes.

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3 Replies
Expert Alumni
Jan 29, 2020 3:12:47 PM

You will need to wait to see if your tax return has been accepted or rejected by the IRS.

 

If rejected, simply log back into your return, and enter your 1098-T.

 

If your return is accepted, you will need to amend your return using Form 1040-X (not available until about mid-February).

 

Form 1040X can't be e-filed per IRS regulations.

 

After you finish amending in TurboTax, we'll guide you through printing and mailing your 1040X along with any required attachments.

 

Three weeks after mailing your amendment, you can start tracking it at Where's My Amended Return? on IRS.gov. 

Level 2
Jan 29, 2020 4:53:40 PM

Do I have to file it?

 

Expert Alumni
Jan 29, 2020 5:01:00 PM

I would strongly recommend amending your return to include the 1098-T. It may make you eligible for education credits or the Tuition and Fees Deduction. Here's how to amend:

  1. Sign in to TurboTax.
  2. Scroll down to Your tax return & documents (you may need to select Show), select 2019 and then Amend (change) return.
    • If you only see the option to amend 2018 or earlier, it's because you can't amend an unfiled 2019 return. Instead, just select Pick up where you left off, make your changes, and disregard the rest of these instructions.
  3. Select Amend using TurboTax Online.
  4. Carefully follow the instructions. Don't worry if your refund changes to $0. This is normal on amended returns.
  5. When finished, we'll give you instructions for printing and mailing your amended return as amendments can't be e-filed.

 

Three weeks after mailing your amended return, you can start tracking it at the IRS Where's My Amended Return? tracking tool.  Please allow at least 16 weeks for the IRS to process your amended return.

 

Processing times for amended state returns vary from state to state. If it's been more than 12 weeks since you mailed your amended state return, and you haven't heard anything, we suggest you contact your state tax agency.

 

@crispkayley7