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February 18, 2025
Question

1098-E Form - Optional or Required?

  • February 18, 2025
  • 2 replies
  • 11 views

I forgot to add my wife's 1098-E form to my taxes. I know I can file an amended return to get more money back. I know that the amount difference will likely be very small - is it still required to amend my return to add this form?

    2 replies

    DoninGA
    Level 15
    Level 15
    February 18, 2025

    It is optional to report the Student Loan Interest Paid from the Form 1098-E.

    Level 10
    February 18, 2025

    It is not required to amend your tax return to add this form, however you might get a deduction by adding it, and possibly receive a small refund depending on your situation.

     

    Here is a little more information about the 1098-E 

     

    What is a 1098-E: Student Loan Interest