cbacons4
Returning Member

Retirement tax questions

Geez- I feel like I'm on tumble in the drier.  I thought I had read that I could do that, and then I was told I could not alter box 1 on the 1098-T. When I called the school I was told that they didn't receive the distribution until 01/06/2025 so they had to put it on the 2025 1098-T (I apparently pushed the wrong button (send check instead of electronic transfer) on the admin website so it took about 12 days).  The money was for 2025 Spring semester.

Can I really claim I paid that $18,150 in 2024 even though they didn't receive it until 1/6/2025?  That would be wonderful!

So, moments ago  I pushed the button and filled the taxes but it's costing us (my daughter technically)about $1000 even after I entered the off campus room and board etc... I guess I can refile?