@Lucy03 wrote:
You have been SO helpful. My problem is that I have a retirement IRA that was NOT touched for Covid relief. However, I had another IRA that was used. When I reviewed my return, it used my first retirement IRA as the info. The numbers are all wrong! How do I pay back the 1/3 for the other IRA that is not listed as a 1099 R form?
Are you referring to withdrawals made in 2020 or in 2021? The IRA that was used for the 3 year distribution spread had to be distributed in 2020 and reported on your 2020 tax return using Form 8915-E.
The other IRA distribution, what tax year was the distribution made?
