topic Recently received a 1098E from 2017 in After you file

Recently received a 1098E from 2017

ksa001 — Wed, 13 Jan 2021 17:43:32 GMT

Hey all,

I just recently received a 1098E that they forgot to send me in 2017. I was already maxing out the student loan interest deduction so this amount would not affect my tax return. Do I still need to file an amended 2017 return even though my refund amount would not change?

Re: Recently received a 1098E from 2017

DoninGA — Wed, 13 Jan 2021 17:46:23 GMT

No, if the amount of student loan interest received would not change your tax refund or taxes owed there is no reason to amend the 2017 tax return.

Re: Recently received a 1098E from 2017

RayW7 — Wed, 13 Jan 2021 20:50:02 GMT

I agree that the answer above is correct. If there is no change in the amount of student loan interest you claimed compared to the 1098E received you would not need to amend your return.

Also, for future reference, keep in mind that there is a time limit for filing an amended return resulting in a refund. You must file it within three years after you filed the original return, or within two years after you paid any tax due from that return—whichever is later.