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MartinK2
New Member

Technical upgrade request

How can I make a technical update request?

 

I would like to amend a 2022 return because I repaid a distribution after filing.  Can an update be performed to TurboTax Premier 2022 that will allow me to specify the repayment was made in 2023?  Currently, the application only allows for specifying the repayment was made in 2022 or earlier.

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3 Replies

Technical upgrade request

Define  "repaid a distribution" ... was this an IRA distribution repaid within 60 days ? 

MartinK2
New Member

Technical upgrade request

Repaid a coronavirus related distribution taken in 2020.

Technical upgrade request

Ok ... so you will amend the 2020 return to show the repayment in full ,  then then amend both the  2021 & 2022  returns to remove the 1/3 payment completely.  

 

All corrections are made in the 1099-R input section ... on the 2020 return you will indicate you do NOT want to spread the payments over 3 tax years.  And the other tax years you will remove the indication that you had a repayment split.  Nothing needs to be mentioned about when the repayment happened as long as it happened within 3 years of the distribution. 

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