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January 28, 2020

If you need to add a 1098-T to a previous year (for example 2018), and you already filed your tax return for that year, you will need to amend the return to add the information. To amend a return you filed using TurboTax, please follow these steps:

 

  1. Log into TurboTax, scroll down to "Your tax return & documents" and click on "Show" 
  2. Select the year and then click on "Amend (change) return"
  3. Carefully follow the instructions.
  4. You will need to print and mail your amended return

 

To enter a 1098-T for 2019, please follow the steps below:

 

  1. Log into TurboTax and click on any topic to continue
  2. Click on "Federal" from the menu on the left-hand side of the screen
  3. Click on "Deductions & Credits" at the top of the screen
  4. Scroll down to "Education" and click on "Show More"
  5. Click on "Start" or "Revisit" to the right of "Expenses and Scholarships" and then click "Yes"
  6. Carefully answer the questions

 

Please click on this TurboTax article for more information.

 

[Edited 01/31/20 | 3:28pm PST]