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Education
Thank you @Hal_Al for the quick reply.
Admittedly, I used H&R Block software. It did not require me to fill out any supplemental forms/worksheets for the recapture. It only asked me to put the calculated tax on the "Education Recapture" line within the Additional Taxes section. It did put "ERC $906" text at the top of Page 2 of the 2022 1040.
Regarding amending the 2021 tax return, would I now have to pay penalties and/or interest because I have to write them a check? For context, I had a refund of $3,069 (includes Lifetime Learning Credit) on the original 2021 1040.
March 17, 2023
7:43 PM