lkd4027
New Member

Get your taxes done using TurboTax

I received my 2020 Qualified Disaster Retirement payment in late 2020 and marked I would pay it over 3 years. I made the first payment on my 2020 tax form. In 2021, I was able to pay the entire amount back. When I fill out the 8915-F, it actually is still making me pay money even though I've returned the entire amount. The IRS indicated that no further tax would be due (and we should receive back what was already paid) when and if the entire amount was returned. I don't understand. Do I file the 8915-F that it was paid and then I have to file an amended return for 2020. I'm so confused and getting nothing but confusing responses back. Any help is appreciated.