qbteachmt
Level 15
05-25-2022
03:24 PM
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From the instructions:
"If you make a repayment in 2021 after you file your 2020 return, the repayment will reduce the amount of your qualified 2020 disaster distributions included in income on your 2021 return if you have spread the income over 3 years, unless you are eligible to amend your 2020 return."
I thought we were catching this before you filed the 20211 return?
Read the part of Amending the 8915-E. Of course, they likely meant you use the 8915-F for your 2021 return, marking that this is a 2020 Disaster. You only use 8915-E if you are filing a 2020 tax return or amending it.
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Don't yell at us; we're volunteers