Today, I would like to file past year 1098T tax form.
Before I do, I just want to know the route.
And I have several questions about it.
1. Can I still available to file past year 1098T since 2014.
2. Is there any penalties going to be charge because those are old.
3. Am I still able to get refund from prior years taxes?
4. I paid whole tuition for whole 5 years with an international card. Can I get a refund on different account (US bank)?
I appreciate your information.
By the way, I still have several questions from your reply.
1. Then, if I can get a refund from 2016 tax, how to file those?
2. Can I file those tax on online?
3. If I cannot, what is the route of filing old 1098T?
4. If IRS send me a check, is this check going to be included whole 3 years (2016-2018) refund fees?
1. Here is a link for how to prepare prior year returns.
2. No
3. You will need to mail each return separately.
4. Each year is a separate check.
I appreciate your replying.
When I check the link, I am not belonging to any categories. So that I would like to file by mail.
Here are more questions.
1. By the way, where is this mail going to be arrived? I guess it is to be at IRS.
2. How can I mail those old tax to them?
3. Can I know the right department address of IRS?
4. How long it will take to send refund as a check to me?
5. How could I know the status?
6. If I purchase it, do I have to pay for each years? Or I just have to pay once and file past three years?
There will be instructions on where to mail the tax return.
The refund usually takes a month or so.
There is no way to track the status without calling the IRS.
You will need to pay for each year's tax program separately.
Thank you for your information.
By the way, I still have questions.
1. Where it is ? Is it in IRS website?
2. Can I send old 1098t form in one envelop or individually?
3. Do I have to send 2019 1098t form by mail?
4. If I can file 2019 form, can I do it Turbotax even though I already submitted to file w-2 ?
5. If I can, how to add 2019 1098t form?
6. If I cannot, what tax app can I use to file it?
7. If completing file old forms take more than April 15th, what should I do? Is IRS going to give a notice to me?
8. If they do, how they do? They'll do via my email or mail or phone?
To answer your questions:
Thank you for your replying.
I have never done past 1098T forms. So I am trying to file past year 1098T form (2016-2018) in this year, including with 2019 form.
So these are the questions that I want to ask.
1. If I am able to file 2016-2018 1098T to IRS by mail, where can I find the address? Exactly, where it is in IRS website? Can I send it to them
2. What should I give to them except the forms when I file through mail?
3. If I do not have to file 2019 1098T form by mail, can I still file it through TurboTax even though I've already done filing another tax form?
4. What if filing 1098T takes longer than April 15t?
5. Is there any fees going to be charged for old 1098T form? If do how much it will be charged?
6. Can I get a refund from old 1098T form?
7. If I can get it, can I get through different bank account, instead the bank account that I've been used when I paid tuition?
1. It depends on which state you reside in. I am attaching the Form 1040 instruction https://www.irs.gov/pub/irs-prior/i1040x--2018.pdf for you, review page 15.
2. You would attach the Form 1098-T and Form 8863 Education Tax Credits along with the Form 1040-X.
3. Although you are amending your 2018 tax return by mail, if you qualify for the education tax benefit in 2019, you can file your 2019 taxes to claim online with 2019 TTO.
4. If you are referring to filing the 2019 Form 1098-T takes longer than April 15th, usually you will get your refund before April 15th unless there are issues going on in which IRS will send you correspondence.
5. If you use TurboTax to file your 2018 taxes, there is no charge to amend. If you did not file with TurboTax, you can simply download the forms from the IRS and there is no charge either.
6. Yes. If you meet all the requirements and IRS approves it, you will receive an additional refund.
7. Yes, you can. On Form 1040X, you can enter the bank account information which you like the money to go into.
Thank you for your reply
1. how to file old 1098T forms?
2. can I just print out old forms and send to "Department of the Treasury Internal Revenue Service Kansas City, MO 64999-0052" which is present at the page 15 ?
3. how can I check the status ?
You will need to add the 1098T data to a Form 1040X amended return and send the amended return to the IRS. The address to send the amended return can be found here.
You can check the status of an amended return after filing at the IRS website.
Thank you for your answer.
Before I send it, if I need to add the 1098T data to a Form 1040X amended, how can I add this form?
2. Is there any specific way to add?
3. if it does, where can I find the form?
4. Do I have to submit the form ?
5. If I do, where do I have to submit the form before I send it to the address?
If you did your 2016 through 2018 tax returns in TurboTax, it is fairly easy to amend.
For TurboTax Online, simply login to your account and select “Amend a return that was filed and accepted.” If you used our CD/download product, sign back into your return and select “Amend a filed return. Add the 1098T under Education Credits and answer the questions.
You can find out more about amending a return here.
If you did not originally file with TurboTax and wanted to amend with TurboTax you would have to purchase the Download/CD version of the program, re-enter the original return, then amend the return. You can find the downloads here.
You can try it manually, but it is tricky. Start with the Form 1040X and Form 8863.
You will need to print and mail Form 1040X and attachments to the address in my last post. Keep a copy for yourself. File each year in a separate envelope. Once you have mailed the 1040X and attachments, you are done.
Thank you for replying
I already have filed 2019 W-2. I would like to file 2019 1098T form in Turbotax.
1. How can I file it again?
2. Also, Form 1040x is considered as same one for 1098T?
The name is different.
3. So I just print old 1098 t forms and send to the department by mail?
4. How can I track them? And how can I check the status?
1. Very likely, you will need to amend your 2019 taxes.
If you have already filed, you might not be able to go back to add unless your return is rejected. You can return to the program to make corrections without amending only if your return is being rejected. If your return is accepted, to add your Form 1098-T information, you will have to amend it. You cannot just go back to add.
If your return got rejected for any reason, you can return to the program to add information along with other changes and re-submit it. For instructions, click here Fix a reject 2019. You do not need to file an amendment 1040-X.
If your return has been accepted, you will have to amend by filing a Form 1040-X. Click here for instructions Amend 2019. Be aware that you should not try to amend your return until it has been fully processed and you have received your refund or your payment has cleared. If by editing the information does not change the refund or amount you owe, you do not need to submit the amendment.
2. Form 1040-X is an amendment form that is different than Form 1098-T which is used to report your school information.
3. To amend, you would need to submit by mail a Form 1040-X, Form 1098-T and either Form 8863 Education Credits or 8917 Tuition and Fees deduction
4. To track your status, click here: https://www.irs.gov/filing/wheres-my-amended-return
Thank you for your replying
I'd like to file old 1098t forms in person
What kind of documents should I bring/prepare before I meet the person ?
can you give me the list of it please? Because I have no idea what should I bring ..
You must have receipts for any other expenses you are going to claim, such as books and supplies.
You need the 1098-T for each year. Only 2016, 2017, and 2018 matter for filing for a refund.
You need a copy of the original tax return that you filed each year.
You will need identification and your social security card.
Thank you for replying
however, what if I can't remember which and how many books I got in those years? How can I find one?
There's a new urban myth among college students that says they can get a $1000 from the government just for filing a tax form. For most of them, they simply aren't eligible. A full time unmarried student, under age 24, is only eligible for the refundable portion of the American Opportunity Credit if he supports himself by working. You cannot be supporting yourself on parental support, 529 plans or student loans & grants. You usually must have actually paid tuition, not had it paid by scholarships & grants. It is usually best if the parent claims that credit. If you were their dependent, in those past years, they probably did claim it, so you cannot claim it now.
You cannot claim a credit if you are, or can be, claimed as a dependent by someone else.
See eligibility rules at https://www.irs.gov/Individuals/AOTC
Thnak you for your replying
I'm so confused. So you mean I'm not able to file old forms from previous year. Why did they tell me I am able to do it?
I'm so confused...
Probably not. You whole thread is a torrent of confusion. That's why other have suggessedted you see a tax professional.
But, it depends on your situation from 2014-2019. We know you were a student, and assume a full time student.
1. Were you your parent's dependent?
2. What was your age?
3. Did you work and have earned income?
4. How did you pay for college?
5. If you were a dependent, did your parents already claim the American Opportunity Tax Credit (AOTC)? How many times? There's a 4 time limit. Other, less generous credit/deduction is still available.
6. Will you be filing original or amended returns for each year?
7. Need answers for all years. You may be eligible some years and not others. It is too late to get a refund for 2015 and earlier years.
"Why did they tell me to do it?"
Who is they? Some people are eligible, others aren't. "They", like us, probably didn't have all the information.