dkh
Level 15
06-15-2021
01:25 PM
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Activate your 1040X (and amended state if applicable) before doing entering anything.
I believe you can enter the repayment on the 1099R worksheet on the "amount repaid before filing 2020 tax return" . This will get you the result you need on the Form 1040X - or at least it did on the return I tested on.
You can then put in the 1040X explanation the repayment was in 2021 with documentation.