MinhT1
Expert Alumni

After you file

If you have already filed your return, you'll need to wait for your tax return to either be rejected or accepted, if it is rejected you can add your Form 1098, correct any other errors on the return and resubmit it. 

 

If it is accepted, you may need to amend your return to include the Form 1098.

 

You only need to amend if you are already using itemized deductions and the 1098 form will increase those deductions. If the interest reported on the 1098 form would not increase your deductions  because you are using the standard deduction, there is no need to amend as that form 1098 will not change anything.

 

Amending won't delay your original refund. However, if you are expecting a refund, we recommend that you wait to amend until after the IRS has processed your original return and you have received your refund, feel free to cash or spend it while your amendment gets processed

 

Please be aware that Form 1040X will not be available in TurboTax until February 23, 2023, but once it is available, you will be able to prepare and e-file your amended return.

 

Please see this TurboTax article for instructions on how to amend your tax return in TurboTax.

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