DianeW777,
Thanks for taking the time to address my question.
You're answer makes the most sense on here. The income goes in and the taxes go up, then the repayment goes in and the taxes go (back) down. The tax liability should remain unchanged as a result, as you said, money in money out. That's how I thought it should have flowed originally. It seemed my refund was increased when I put in the 8915 info, but when I take all the 8915 info out it goes back to the amount I though was "increased" so it's not coming from that. I checked everything else and it all appears correct, no errors, so I guess I've just got more coming back to me, that's always a good thing.
To confirm as it relates to the CARES distribution/repayment: no information should be on 1040 lines 5a and 5b, that information should only be on the 8915-E?
Thanks again
J
