In 2020 I took out a cares act withdrawal from my 403b, and successfully paid it back in its entirety in 2022 and have yet to file my 2021 taxes. No repayments were made to the 403b prior to 2022. I did pay taxes on 1/3 of the withdrawal on my 2020 taxes and need to file an amended return.
Few questions:
1. Do I need to pay taxes on this withdrawal for my 2021 taxes and THEN file an amended return to get the tax refund back, or can I delete the withdrawal from my taxable income and not pay the taxes on it this year. Basically not file an 8915F as the money has been paid back in its entirety.
2. When filing an amended return, I'm a little confused. Do I just delete the cares act withdrawal from the taxable income and basically refile my taxes without the 8915E form? Or is there a separate form to specifically state its paid back.
3. Any option anywhere to e-File amended returns for 2020? The IRS says tax software can do it, but I can't find an option in turbotax.
Thanks!
