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February 24, 2024
Question

I just submitted my 2023 tax return and realized that I did not include the 1098-T on the 1040. Should I amend my return?

  • February 24, 2024
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1 reply

DawnC
Employee
February 24, 2024

Only if you qualify for an education credit.   You need to wait until your original return gets processed.   After that, you can go back in, start an amended return and if you qualify for a refund, file the amendment.   If adding the 1098-T does nothing, don't file it.    Here are the requirements for claiming an education credit.  

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