taxbear09
New Member

Repaid COVID Distribution to IRA at last minute, how many amendments to file?

I took a covid-related distribution in Nov 2020, spread the tax liability over 2020, 2021, and 2022, and then repaid it in September of 2023 (after filing 2022 return). Will I need to amend 2020, 2021, and 2022 returns for state and fed? (ugh.)

 

I notice that turbotax is allowing me to claim 1/3 repayment on my 2023 return. If I do this, can I cut my amendments down to two years? If so, which year would I cut out?

 

What do I need to send in with my amendment form 1040-X?