How to file amended tax return to get tax credit on the tuition reimbursement that I had to pay back?

Question

Hi, if I received tuition reimbursement from my employer but leave the company before the required period was up and had to pay back the reimbursed amount, can I amend my tax return from the years that I got the reimbursement and get the education tax credit for the tuition and fees that I paid in those years?

If so, on the w-2s or other forms for the years that I received tuition reimbursement, doesn't it list that my employer paid for the tuition/fees? Do I actually file an amended return saying that I had to pay it back (two) years later so now I'm amending the return from years ago?

I just want to know that I can go back and get the tax credit so I won't lose out on both the tuition reimbursement and tax credit on tuition/fees. If anyone can tell me if it's really possible to do this I would appreciate it very much.

Thank you.

Answer 1

Best Answer - Chosen by Voters

You have 3 yrs from the due date of the return or 2 yrs from when the taxes were paid which ever is later to file an amended return on Form 1040X. Your local IRS office will do the paperwork for free/no stress 8:30-4:30 M-F. Call them # 800-829-1040 with any q.

Answer 2

Yes, it's possible.

The deadline is 3 years from the filing date. So 2006 is the earliest year you can amend.

Answer 3

You can amend it. When you do you can explain why you are amending.

Answer 4

Form 1040-X

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add me and I will help you prepare your return...


You "may" also have to amend your state return

Source(s):

http://www.irs.gov/pub/irs-pdf/f1040x.pd…