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LinaJ2020
Expert Alumni

Filing old 1098t taxes since 2014

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 

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Filing old 1098t taxes since 2014

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 .. 

KrisD15
Expert Alumni

Filing old 1098t taxes since 2014

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. 

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Filing old 1098t taxes since 2014

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? 

Hal_Al
Level 15

Filing old 1098t taxes since 2014

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

Filing old 1098t taxes since 2014

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... 

Hal_Al
Level 15

Filing old 1098t taxes since 2014

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. 

 

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