The Taxpayer Certainty and Disaster Relief Act of 2019 extended the Tuition & Fees Deduction to apply to 2018 taxes. The bill was passed by Congress and signed into law in December of 2019 after many of our customers had already filed their taxes. If you already filed, you can amend to claim this benefit.
First, make sure you actually need to amend your tax return.
You don't have to amend if any of the below apply:
- You're single or head of household with an AGI over $80,000.
- You're married filing jointly with an AGI over $160,000.
- You're married filing separately.
- Another person (usually your parents) can claim you as a dependent on their tax return (whether or not they actually do it).
You can choose to amend if all of the below apply:
- You had qualifying education expenses.
- You didn't qualify for the American opportunity credit or lifetime learning credit.
- You had an AGI under the above-listed limits.
Some states also have a tax break for tuition and fees. If you filed a state tax return and your state conforms to the federal law changes for tuition and fees, check if this applies to you and amend your state tax return as well to take this tax break.
Keep in mind: You have 3 years from the date you filed your 2018 return (or 2 years after you paid the tax due, whichever is later) to file an amended return, which means you don't have to get it done by the April 15 filing deadline.
How to amend in TurboTax Online
How to amend in TurboTax CD/Download
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