@ pmedra0492 wrote:
I filed with Turbotax. My w-2 and education credit was not claimed.
So I only received the 1800 from the stimulus.
I am missing the 161 from the w-2 and the 1000 from my education credit.
So I don't know if the irs will take my 1800 back of I file an amended return or if they are just gonna send what I'm missing
I'm a fellow user, not a tax person. You won't know the net affect of amending (i.e., the bottom line) of whether you owe any tax or get another refund until you prepare the Form 1040X and enter the missing items. If you are due additional refund based on the W-2 info and any 1098-T info, they should just send you what you didn't receive. It will depend on several factors: income, withholding, whether you qualify for education credits, have any taxable scholarship income, etc.
If all you received originally was a stimulus payment (Recovery Rebate Credit) that you are indeed qualified for, it may not be affected since for most people receiving that credit, income doesn't matter until one's 2020 AGI is over $75,000 (or higher depending on filing status.) I'll assume you were not a dependent on someone else's 2020 return, since you didn't mention it and since you did receive the Recovery Rebate Credit. Here's info from the IRS site:
"Generally, if you were a U.S. citizen or U.S. resident alien in 2020, were not a dependent of another taxpayer and have a Social Security number that is valid for employment, you are eligible for the Recovery Rebate Credit. Your credit amount will be reduced if your adjusted gross income (AGI) is more than:
- $150,000 if married and filing a joint return or filing as a qualifying widow or widower
- $112,500 if filing as head of household or
- $75,000 for eligible individuals filing as a single or as married filing separately.
"Your payment will be reduced by 5% of the amount by which your AGI exceeds the applicable threshold above."
In the meantime, until you can prepare the Form 1040X Amended Return (expected to be available 3/25 in TurboTax), do NOT make any changes in your original return. Do NOT add the W-2 or any 1098-T. When you start the amending process, it has to start off with your return exactly as it was when it was originally filed. It will prompt you when it's OK to enter the W-2 and any 1098-T, etc.
