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Get your taxes done using TurboTax
MinhT1
for clarification, i can pay back some of the distribution in March of this year and still claim that payback when i file my taxes in April of this year?
Then i would receive a 5498 from Fidelity for 2021 tax year, probably in early 2022?
If i pay back the whole amount by the 3 year period then, i would need to file adjusted return for 2020 and 2021 to recover tax paid?
thanks, Doug
March 5, 2021
7:11 AM