Amending 2023 taxes to include 1098 T Form

I am attempting to my amend my 2023 taxes due to forgetting to add my schools 1098 T form. I have the Turbotax download and it allows me to add the form- however on the 1040 form it did not carry over my W2 information to determine if I qualify for the education credit.

Do I need to re-enter my w2 with the amendment (no information changed on it) so that it can determine my new refund?

5431

Expert Alumni

Apr 23, 2025 12:07:05 PM

Make sure are using these guidelines and following the instructions. It doesn't sound like you are amended, but completing a new return.

If you want to make changes or add a document to a tax return that has already been filed and accepted by the taxing agency, you should follow these guidelines.

You must first wait until the initial return is completely processed.
You will have to use the same TurboTax account that you used for the original tax return.
Once you begin your amendment, you'll see your original return.
The refund calculator will start new at $0 and only reflect the changes in the refund or tax due
Only make changes to the areas of your return that need to be corrected.
You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment

Select your product below and follow the instructions.

Amend TurboTax Online

Amend TurboTax CD/Download

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Amending 2023 taxes to include 1098 T Form