To be clear, if you used the student loan interest as a deduction on your federal (and possibly state) return for the earlier years AND you were refunded part of that interest there is action to take on your part.
- Amend your return(s) to see if there is a tax difference (federal and state)
- If there is an increase in your tax due, file the amendment(s) and pay the tax
- How do I amend my federal tax return for a prior year? (as provided by our tax expert @BrittanyS)
Keep the tax documents with your tax return file including the corrected Form 1098-E.
Do not include this adjustment on your 2022 tax return.
@cmarchet45
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