I got a question here regarding 1040X. couldn't find the answer i needed on the instruction and here i am hoping you guys can help. I recently filed my income tax, i filed jointly with my wife. i did it electronically, by mistake I claim deduction for my wife's school tuition AND took education credit both. i guess the program didn't catch the mistake. my wife is applying for financial aid now and the financial aid counselor in her school sent us a notice telling us we need to correct the mistake on our income return first. so my question is, what kind of forms besides 1040X do i need to sent in? I did some calculation, and i find out that if I dont claim any tuition deduction, BUT take the education credit, i still ended up with a $48 refund which is the same number I get when i mistaking claim both before. so since i don't owe any tax by doing that, is it important for me to attach any other forms besides 1040x? for example, do i need to fill out a new form 8863 and 1040? basically the changes on the 1040x would be my taxable income and education credit, but since we are a poor student couple we dont owe any tax. hopefully someone can help me, thanks!
- posted
17 years ago
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