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User Topic: Taxes question?
Amazonia
♀ Member
Member # 32810
Question  Posted: 10:25 AM, February 4th (Tuesday), 2014View ProfileEdit MessagePrivate MessageHomepage

So, I just got my 1098T from 2013. It didn't include a payment that I made in Dec2012 for my Spring2013 semester, so I emailed my university to ask about it.

Turns out, the 1098T reports payments made in that year, not for the service dates. Which means my Spring2013 tuition should have been on my 2012 1098T.

Except it wasn't.

If I can convince the university to fix my 2012 1098T and send me a new copy, can I still go back and amend my 2012 taxes that I filed a year ago? Or am I just SOL for not realizing it was supposed to be reflected there last year?


"You yourself deserve your love and affection as much as anybody in the universe." -Buddha
"Let's face it, life is a crap shoot." -Sad in AZ

Posts: 13798 | Registered: Jul 2011
Crescita
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Member # 32616
Default  Posted: 11:15 AM, February 4th (Tuesday), 2014View ProfileEdit MessagePrivate MessageHomepage

You should be able to amend it. Did you file on your own or use software?

http://www.irs.gov/taxtopics/tc308.html


Posts: 3445 | Registered: Jun 2011 | From: The Valley of the Sun
LisaP
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Member # 15088
Default  Posted: 11:18 AM, February 4th (Tuesday), 2014View ProfileEdit MessagePrivate MessageHomepage

I just went through a 6 month long back and forth with the IRS about tuition. The IRS questioned my 2012 1098T (and my mortgage 1098). I sent a copy of the 1098T. Not good enough. They came back wanting proof of payment from me. So, I gave them copies of payment receipts/emails and credit card statements.

If you qualify for the Education credits (American Opportunity and/or Lifetime Learning), I would go back and amend your taxes for that year. That is cash back to you.

Even if they don't correct it, you should be able to amend it based off your own information. Make sure you had enough credits that year (half time)and make sure whatever you use as proof is solid. I don't know what exactly saved me, the payment receipts via email from the institution (it was a receipt, but also stated it wasn't "confirmed until my credit card was charged") or the credit card statements or both.

I make it a habit to verify my tax statements against my own records/receipts. I also attach all books/supplies purchased for the term to the tuition receipt for each term and this is what saved me (They wanted $2,200 back) .

[This message edited by LisaP at 11:19 AM, February 4th (Tuesday)]


Me BS

Divorced!

~Feel your emotions, but control your behavior~ Unknown


Posts: 2190 | Registered: Jun 2007 | From: Oregon
Amazonia
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Member # 32810
Default  Posted: 6:20 PM, February 5th (Wednesday), 2014View ProfileEdit MessagePrivate MessageHomepage

Lisa did you amend your taxes yourself? Or pay someone to do it?

They are reissuing the 1098t from 2012 (well, I assume. I'd really love for them to put the credit on my 2013 1098t since it was for the spring 2013 semester, but I paid it in Dec 2012 so I am guessing it goes on 2012, which I didn't realize which is why I didn't catch this a year ago). So I will need to go back and amend, because I do qualify for the lifelong learning credit, and it's a significant amount.

How hard is it to amend prior taxes? I have always done my taxes using H&R Block's free online software. I am also currently living overseas, so don't have the option of physically meeting with a tax professional - but could do by email.


"You yourself deserve your love and affection as much as anybody in the universe." -Buddha
"Let's face it, life is a crap shoot." -Sad in AZ

Posts: 13798 | Registered: Jul 2011
Lucky2HaveMe
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Member # 13333
Default  Posted: 6:30 PM, February 5th (Wednesday), 2014View ProfileEdit MessagePrivate MessageHomepage

Amending taxes is easy. You should be able to open your return online and choose the option to amend the return. It should walk you through it.

I've done it twice with Turbo Tax in the past.


Indian wisdom says our lives are rivers. We are born somewhere small and quiet and we move toward a place we cannot see, but only imagine. From Tending Roses

Posts: 6556 | Registered: Jan 2007 | From: WNY
LisaP
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Member # 15088
Default  Posted: 11:36 AM, February 6th (Thursday), 2014View ProfileEdit MessagePrivate MessageHomepage

Ama,

I didn't have to amend, I had to prove what I filed, even with a 1098t. Amending taxes is pretty simple, assuming you don't have a complicated return to begin with.

Can you clarify your terms? My institution has spring term March thru June. Winter begins in Jan. and goes thru March. Spring term 2013 should be on 2013 1098T. Winter should be on 2012 1098t.

Spring/summer/fall/winter is academic year for tax purposes, even though winter falls in the following year.

I believe you have up to three years to amend.

[This message edited by LisaP at 11:37 AM, February 6th (Thursday)]


Me BS

Divorced!

~Feel your emotions, but control your behavior~ Unknown


Posts: 2190 | Registered: Jun 2007 | From: Oregon
Amazonia
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Member # 32810
Default  Posted: 7:11 PM, February 6th (Thursday), 2014View ProfileEdit MessagePrivate MessageHomepage

The woman I talked to said that because the spring semester was billed ahead, so billed and paid in December 2012 (for the Jan-Apr 2013 term), that it should go on that return. However, her last email said they were sending me a corrected 2013 1098t, so I'm hopeful she was wrong.


"You yourself deserve your love and affection as much as anybody in the universe." -Buddha
"Let's face it, life is a crap shoot." -Sad in AZ

Posts: 13798 | Registered: Jul 2011
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