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New Member
posted Apr 2, 2025 9:11:01 AM

I am in graduate school but am not sure if I filed 1098-T in my taxes. How to add 2023 info this year?

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2 Replies
Expert Alumni
Apr 2, 2025 9:12:10 AM

If you did not include it on your 2023 return, you would need to Amend Your Return to add it. 

Level 15
Apr 2, 2025 10:55:34 AM

You cannot add 2023 education info, including the 1098-T, to your 2024 tax return. 

 

Were you a grad or undergrad in 2023. Grad students are not usually eligible for the partially refundable American Opportunity Credit (AOC). You must have a tax liability to get any of the Lifetime Learning Credit (LLC).  You cannot claim an education credit if you are also claimed as a dependent by someone else (parent). You are not eligible for the refundable portion of the AOC, if you CAN be claimed as a dependent, even if you aren't actually claimed and/or you are full time student, under 24, whose earned income is not more than half their support.