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My sister filed the wrong 1098-T, for incorrect year what will happen?

 
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MinhT1
Employee Tax Expert

My sister filed the wrong 1098-T, for incorrect year what will happen?

Her refund would not be held in normal circumstances but will be based on what she entered. After she receives her refund, she needs to amend.

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5 Replies
MinhT1
Employee Tax Expert

My sister filed the wrong 1098-T, for incorrect year what will happen?

If your sister filed the 1098-T for another year in your tax return, she should wait to see if her return is rejected or accepted. If rejected, she can correct any other errors and change the information on the 1098-T to the correct year. If her return is accepted by the IRS, she'll need to amend her return. Please note that the amended form will only be available around mid-February.

 

To amend her 2019 return, please read these instructions.

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My sister filed the wrong 1098-T, for incorrect year what will happen?

@MinhT1  is it possible that her refund will be held? That would really stress her out, I'm hoping she can just amend it.

MinhT1
Employee Tax Expert

My sister filed the wrong 1098-T, for incorrect year what will happen?

Her refund would not be held in normal circumstances but will be based on what she entered. After she receives her refund, she needs to amend.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

My sister filed the wrong 1098-T, for incorrect year what will happen?

@MinhT1 Thank you so much for that information. I just don't want her money to be held up, I don't understand how she entered the wrong year 1098-T.

 

MinhT1
Employee Tax Expert

My sister filed the wrong 1098-T, for incorrect year what will happen?

You're welcome!

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
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