topic I filed my taxes and my 17-year-old son's taxes for 2019. Refunds have been received. My son has now received a 1098-T. Do we need to amend the tax return? in After you file

I filed my taxes and my 17-year-old son's taxes for 2019. Refunds have been received. My son has now received a 1098-T. Do we need to amend the tax return?

lstawicki — Tue, 04 Feb 2020 20:25:50 GMT

Re: I filed my taxes and my 17-year-old son's taxes for 2019. Refunds have been received. My son has now received a 1098-T. Do we need to amend the tax return?

Texas Roger — Tue, 04 Feb 2020 20:30:42 GMT

If you claimed your son as a dependent and if there was no scholarship income shown on the 1098-T that paid for other than qualified expenses, then it does not need to be entered on his tax return. You would enter it on your tax return and claim qualified education expenses paid out of pocket or with loans for an education credit on your tax return.

Re: I filed my taxes and my 17-year-old son's taxes for 2019. Refunds have been received. My son ...

KarenM90 — Tue, 04 Feb 2020 20:54:13 GMT

As Texas Roger correctly advised above, you do not have to amend your return if there was no scholarship income that paid other than qualified education expenses.

However, if your son was a dependent on your tax return, and there were Tuition expenses in excess of any scholarships, you may want to amend your return to see if you qualify for any Education tax credits.

Here is a link with summaries of education benefits: Education Credits 2019 and the Tuition and Fees Deduction: Tuition and Fees Deduction

I am also including information on amending your tax return using TurboTax: Amending my Tax Return